WisdomTree US Efficient Core Fund
NTSX
12 hedge funds and large institutions have $76.9M invested in WisdomTree US Efficient Core Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 6 closing their positions.
262% more capital invested
Capital invested by funds: $21.2M → $76.9M (+$55.7M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
21.65% more ownership
Funds ownership: 47.74% → 69.39% (+22%)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$74M |
| 2 |
FFG
Ford Financial Group
Fresno,
California
|
+$6.47M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$987K |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$535K |
| 5 |
RF
RHS Financial
San Francisco,
California
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$15.1M |
| 2 |
Jane Street
New York
|
-$957K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$688K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$65K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26K |
NTSX Hedge Fund Activity: Q1 2020 in Review
12 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2020, worth a combined $76.9M — up 262% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 6 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, opening a new position worth an estimated $74M. The largest seller was Barber Financial Group, exiting entirely with an estimated $15.1M sold.
- 12 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2020, up from 11 in Q4 2019.
- Funds reported $76.9M of WisdomTree US Efficient Core Fund stock for Q1 2020, up 262% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2020 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2020 was Halbert Hargrove Global Advisors, an estimated $74M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2020 was Barber Financial Group, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2020.