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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

26 hedge funds and large institutions have $272M invested in WisdomTree US Efficient Core Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
12
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$229M
2
Truist Financial
2
Truist Financial
North Carolina
$12.7M
3
VWM
3
Venturi Wealth Management
Texas
$2.66M
4
T
4
TRUADVICE
Florida
$2.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.87M

Top Sellers

1
PA
1
PSI Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$229M 6,871,073 +1,678,625 +32%
Truist Financial
2
Truist Financial
North Carolina
$12.7M 381,151 +381,151 New
FFG
3
Ford Financial Group
California
$7.66M 230,080 +2,096 +0.9%
RF
4
RHS Financial
California
$3.16M 95,016 +9,944 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.87M 86,092 +35,374 +70%
VWM
6
Venturi Wealth Management
Texas
$2.66M 80,000 +80,000 New
SS
7
Sunbelt Securities
Texas
$2.33M 69,984 +3,812 +6%
T
8
TRUADVICE
Florida
$2.29M 68,092 +68,092 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.38M 41,476 -1,054 -2%
IWS
10
Insight Wealth Strategies
California
$1.03M 31,068 +4,891 +19%
CA
11
Cetera Advisors
Colorado
$936K 28,135 +4,995 +22%
GRP
12
Global Retirement Partners
California
$716K 21,500 +21,500 New
RA
13
Rational Advisors
New York
$704K 21,150 +3,692 +21%
LPL Financial
14
LPL Financial
California
$686K 20,603 +5,965 +41%
PAG
15
Private Advisor Group
New Jersey
$685K 20,582 +20,582 New
PCWA
16
Pacific Capital Wealth Advisors
California
$655K 19,692 +19,692 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$526K 15,808 +13,775 +678%
WWM
18
Western Wealth Management
Colorado
$484K 14,549 +14,549 New
FAAS
19
First Allied Advisory Services
California
$453K 13,600 +13,600 New
MA
20
Menlo Advisors
California
$428K 12,870 – –
DA
21
Doliver Advisors
Texas
$426K 12,791 +12,791 New
SPC
22
Sigma Planning Corp
Michigan
$319K 9,572 +9,572 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$308K 9,259 +2,697 +41%
OIA
24
Optimum Investment Advisors
Illinois
$164K 4,923 +4,923 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$86K 2,578 +2,578 New
1
2