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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

34 hedge funds and large institutions have $298M invested in WisdomTree US Efficient Core Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
12
Increased
14
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWAG
1
Garrett Wealth Advisory Group
Texas
$7.79M
2
AA
2
ACT Advisors
North Carolina
$2.8M
3
HB
3
Homrich & Berg
Georgia
$2.1M
4
RA
4
Rational Advisors
New York
$1.74M
5
IWP
5
Innova Wealth Partners
Pennsylvania
$912K

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$239M
2
VWM
2
Venturi Wealth Management
Texas
$0
3
Truist Financial
3
Truist Financial
North Carolina
$11.3M
4
GRP
4
Global Retirement Partners
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$239M 6,522,719 -348,354 -5%
Truist Financial
2
Truist Financial
North Carolina
$11.3M 309,464 -71,687 -19%
FFG
3
Ford Financial Group
California
$8.22M 224,572 -5,508 -2%
GWAG
4
Garrett Wealth Advisory Group
Texas
$7.79M 212,931 +212,931 New
RF
5
RHS Financial
California
$3.29M 89,977 -5,039 -5%
SS
6
Sunbelt Securities
Texas
$2.89M 78,980 +8,996 +13%
AA
7
ACT Advisors
North Carolina
$2.8M 76,384 +76,384 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.74M 74,748 -11,344 -13%
T
9
TRUADVICE
Florida
$2.57M 70,707 +2,615 +4%
HB
10
Homrich & Berg
Georgia
$2.1M 57,268 +57,268 New
RA
11
Rational Advisors
New York
$1.74M 47,559 +26,409 +125%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.67M 45,700 +4,224 +10%
CA
13
Cetera Advisors
Colorado
$1.55M 42,337 +14,202 +50%
IWS
14
Insight Wealth Strategies
California
$1.39M 38,091 +7,023 +23%
LPL Financial
15
LPL Financial
California
$968K 26,452 +5,849 +28%
IWP
16
Innova Wealth Partners
Pennsylvania
$912K 24,926 +24,926 New
SPC
17
Sigma Planning Corp
Michigan
$842K 23,009 +13,437 +140%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$790K 21,597 +12,338 +133%
WWM
19
Western Wealth Management
Colorado
$774K 21,141 +6,592 +45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$755K 20,618 +4,810 +30%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$750K 20,500 +20,500 New
PCWA
22
Pacific Capital Wealth Advisors
California
$666K 18,199 -1,493 -8%
DA
23
Doliver Advisors
Texas
$543K 14,827 +2,036 +16%
MA
24
Menlo Advisors
California
$471K 12,870 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$441K 12,056 +12,056 New
1
2