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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

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.

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
3
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$65.9M
2
FFG
2
Ford Financial Group
California
$5.76M
3
SS
3
Sunbelt Securities
Texas
$1.32M
4
IWS
4
Insight Wealth Strategies
California
$477K
5
RF
5
RHS Financial
California
$1.82M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
NFG
3
Next Financial Group
Texas
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$65.9M 2,560,074 +2,560,074 New
FFG
2
Ford Financial Group
California
$5.76M 223,721 +223,721 New
RF
3
RHS Financial
California
$1.82M 70,810 +11,566 +20%
SS
4
Sunbelt Securities
Texas
$1.32M 51,209 +34,157 +200%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.18M 45,858 +79 +0.2%
IWS
6
Insight Wealth Strategies
California
$477K 18,521 +18,521 New
CA
7
Cetera Advisors
Colorado
$218K 8,455 +8,455 New
RA
8
Rational Advisors
New York
$69K 2,695 +2,695 New
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$36.2K 1,406 +1,406 New
Osaic Holdings
10
Osaic Holdings
Arizona
$27K 1,048 +1,048 New
UBS Group
11
UBS Group
Switzerland
$2K 93 +93 New
BFG
12
Barber Financial Group
Kansas
– – -508,122 Closed
Jane Street
13
Jane Street
New York
– – -32,302 Closed
NFG
14
Next Financial Group
Texas
– – -23,215 Closed
PCIA
15
Prime Capital Investment Advisors
Kansas
– – -2,202 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– – -880 Closed
Wells Fargo
17
Wells Fargo
California
– – -510 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
19
Fidelity Investments
Massachusetts
$0 1 +1 New