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WisdomTree US Efficient Core Fund

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.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

63% more funds holding

Funds holding: 1626 (+10)

54% more capital invested

Capital invested by funds: $177M → $272M (+$95.7M)

2.39% more ownership

Funds ownership: 74.08%76.47% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$229M +$55.1M +1,678,625 +32%
Truist Financial
2
Truist Financial
North Carolina
$12.7M +$12.5M +381,151 New
FFG
3
Ford Financial Group
California
$7.66M +$68.7K +2,096 +0.9%
RF
4
RHS Financial
California
$3.16M +$326K +9,944 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.87M +$1.16M +35,374 +70%
VWM
6
Venturi Wealth Management
Texas
$2.66M +$2.62M +80,000 New
SS
7
Sunbelt Securities
Texas
$2.33M +$125K +3,812 +6%
T
8
TRUADVICE
Florida
$2.29M +$2.23M +68,092 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.38M -$34.6K -1,054 -2%
IWS
10
Insight Wealth Strategies
California
$1.03M +$160K +4,891 +19%
CA
11
Cetera Advisors
Colorado
$936K +$164K +4,995 +22%
GRP
12
Global Retirement Partners
California
$716K +$705K +21,500 New
RA
13
Rational Advisors
New York
$704K +$121K +3,692 +21%
LPL Financial
14
LPL Financial
California
$686K +$196K +5,965 +41%
PAG
15
Private Advisor Group
New Jersey
$685K +$675K +20,582 New
PCWA
16
Pacific Capital Wealth Advisors
California
$655K +$646K +19,692 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$526K +$452K +13,775 +678%
WWM
18
Western Wealth Management
Colorado
$484K +$477K +14,549 New
FAAS
19
First Allied Advisory Services
California
$453K +$446K +13,600 New
MA
20
Menlo Advisors
California
$428K
DA
21
Doliver Advisors
Texas
$426K +$420K +12,791 New
SPC
22
Sigma Planning Corp
Michigan
$319K +$314K +9,572 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$308K +$88.5K +2,697 +41%
OIA
24
Optimum Investment Advisors
Illinois
$164K +$161K +4,923 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$86K +$84.6K +2,578 New

NTSX Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2020, worth a combined $272M — up 54% from $177M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NTSX positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $55.1M. The largest seller was PSI Advisors, exiting entirely with an estimated $271K sold.

  • 26 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2020, up from 16 in Q2 2020.
  • Funds reported $272M of WisdomTree US Efficient Core Fund stock for Q3 2020, up 54% quarter-over-quarter.
  • 12 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2020 and 2 closed out, a net change of +10 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q3 2020 was Halbert Hargrove Global Advisors, an estimated $55.1M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q3 2020 was PSI Advisors, an estimated $271K sold.

Based on aggregated 13F filings for Q3 2020.