WisdomTree US Efficient Core Fund
NTSX
11 hedge funds and large institutions have $21.2M invested in WisdomTree US Efficient Core Fund in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
10% less capital invested
Capital invested by funds: $23.6M → $21.2M (-$2.39M)
17.34% less ownership
Funds ownership: 65.09% → 47.74% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$338K |
| 2 |
RF
RHS Financial
San Francisco,
California
|
+$263K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$168K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$63.1K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$2.85M |
| 2 |
Jane Street
New York
|
-$1.31M |
| 3 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Barber Financial Group
Lenexa,
Kansas
| $15.1M | -$2.85M | -99,501 | -16% |
|
|
RF
2
RHS Financial
San Francisco,
California
| $1.75M | +$263K | +9,196 | +18% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.36M | +$338K | +11,816 | +35% |
|
|
4
Jane Street
New York
| $957K | -$1.31M | -45,686 | -59% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $767K | +$16.2K | +564 | +2% |
|
|
NFG
6
Next Financial Group
Houston,
Texas
| $688K | +$18.3K | +640 | +3% |
|
|
SS
7
Sunbelt Securities
Houston,
Texas
| $505K | +$168K | +5,856 | +52% |
|
|
PCIA
8
Prime Capital Investment Advisors
Overland Park,
Kansas
| $65K | +$63.1K | +2,202 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $28K | +$229 | +8 | +0.9% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | +$15.2K | +532 | +153% |
|
11
Wells Fargo
San Francisco,
California
| $15K | +$14.6K | +510 | New |
|
|
IWS
12
Insight Wealth Strategies
San Ramon,
California
| – | -$449K | -16,115 | Closed |
|
NTSX Hedge Fund Activity: Q4 2019 in Review
11 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2019, worth a combined $21.2M — down 10% from $23.6M a quarter earlier.
Fund positioning in NTSX was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $338K. The largest seller was Barber Financial Group, cutting an estimated $2.85M.
- 11 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $21.2M of WisdomTree US Efficient Core Fund stock for Q4 2019, down 10% quarter-over-quarter.
- 2 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2019 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q4 2019 was Janney Montgomery Scott, an estimated $338K added.
- The largest WisdomTree US Efficient Core Fund seller in Q4 2019 was Barber Financial Group, an estimated $2.85M sold.
Based on aggregated 13F filings for Q4 2019.