WisdomTree US Efficient Core Fund
NTSX
11 hedge funds and large institutions have $23.6M invested in WisdomTree US Efficient Core Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
1,267% more capital invested
Capital invested by funds: $1.73M → $23.6M (+$21.9M)
267% more funds holding
Funds holding: 3 → 11 (+8)
33.31% more ownership
Funds ownership: 31.77% → 65.09% (+33%)
Top Buyers
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$16.8M |
| 2 |
Jane Street
New York
|
+$2.15M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$937K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$656K |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$445K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Barber Financial Group
Lenexa,
Kansas
| $16.9M | +$16.8M | +607,623 | New |
|
|
2
Jane Street
New York
| $2.17M | +$2.15M | +77,988 | New |
|
|
RF
3
RHS Financial
San Francisco,
California
| $1.4M | +$186K | +6,728 | +16% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $947K | +$937K | +33,963 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $707K | +$656K | +23,790 | +1,532% |
|
|
NFG
6
Next Financial Group
Houston,
Texas
| $630K | +$108K | +3,900 | +21% |
|
|
IWS
7
Insight Wealth Strategies
San Ramon,
California
| $449K | +$445K | +16,115 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $312K | +$309K | +11,196 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | +$25.6K | +927 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$9.6K | +348 | New |
|
11
Fidelity Investments
Boston,
Massachusetts
| – | +$28 | +1 | New |
|
NTSX Hedge Fund Activity: Q3 2019 in Review
11 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2019, worth a combined $23.6M — up 1,267% from $1.73M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NTSX positions and 0 closed out — a net gain of 8 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $16.8M.
- 11 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2019, up from 3 in Q2 2019.
- Funds reported $23.6M of WisdomTree US Efficient Core Fund stock for Q3 2019, up 1,267% quarter-over-quarter.
- 8 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2019 and 0 closed out, a net change of +8 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2019 was Barber Financial Group, an estimated $16.8M added.
Based on aggregated 13F filings for Q3 2019.