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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$76.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.44M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$434K |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$428K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$96.5K |
NTSX Hedge Fund Activity: Q2 2020 in Review
16 of the 4,888 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.