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WisdomTree US Efficient Core Fund
NTSX

16 hedge funds and large institutions have $177M invested in WisdomTree US Efficient Core Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

130% more capital invested

Capital invested by funds: $76.9M → $177M (+$99.8M)

33% more funds holding

Funds holding: 12 → 16 (+4)

4.69% more ownership

Funds ownership: 69.39% → 74.08% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$76.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.44M
3
SS
Sunbelt Securities
Texas
+$434K
4
RA
Rational Advisors
New York
+$428K
5
CA
Cetera Advisors
Colorado
+$426K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$96.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$159M +$76.3M +2,632,374 +103%
FFG
2
Ford Financial Group
California
$6.97M +$124K +4,263 +2%
RF
3
RHS Financial
California
$2.6M +$413K +14,262 +20%
SS
4
Sunbelt Securities
Texas
$2.02M +$434K +14,963 +29%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.55M +$1.44M +49,670 +4,740%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.3M -$96.5K -3,328 -7%
IWS
7
Insight Wealth Strategies
California
$800K +$222K +7,656 +41%
CA
8
Cetera Advisors
Colorado
$707K +$426K +14,685 +174%
RA
9
Rational Advisors
New York
$534K +$428K +14,763 +548%
LPL Financial
10
LPL Financial
California
$447K +$424K +14,638 New
MA
11
Menlo Advisors
California
$393K +$373K +12,870 New
PA
12
PSI Advisors
Florida
$271K +$258K +8,896 New
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$201K +$149K +5,156 +367%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$62K +$58.9K +2,033 New
UBS Group
15
UBS Group
Switzerland
$41K +$36.6K +1,262 +1,357%
IA
16
IFP Advisors
Florida
$1K +$1.07K +37 New

NTSX Hedge Fund Activity: Q2 2020 in Review

16 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2020, worth a combined $177M — up 130% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NTSX positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $76.3M. The largest seller was Janney Montgomery Scott, cutting an estimated $96.5K.

  • 16 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2020, up from 12 in Q1 2020.
  • Funds reported $177M of WisdomTree US Efficient Core Fund stock for Q2 2020, up 130% quarter-over-quarter.
  • 5 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2020 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q2 2020 was Halbert Hargrove Global Advisors, an estimated $76.3M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q2 2020 was Janney Montgomery Scott, an estimated $96.5K sold.

Based on aggregated 13F filings for Q2 2020.