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WisdomTree US Efficient Core Fund
NTSX

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

31% more funds holding

Funds holding: 26 → 34 (+8)

9% more capital invested

Capital invested by funds: $272M → $298M (+$25.6M)

3.14% less ownership

Funds ownership: 76.47% → 73.33% (-3.1%)

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
Garrett Wealth Advisory Group
Texas
+$7.41M
2
HB
Homrich & Berg
Georgia
+$1.99M
3
RA
Rational Advisors
New York
+$919K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$713K
5
CA
Cetera Advisors
Colorado
+$494K

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
-$12.1M
2
VWM
Venturi Wealth Management
Texas
-$2.66M
3
Truist Financial
Truist Financial
North Carolina
-$2.49M
4
GRP
Global Retirement Partners
California
-$716K
5
Osaic Holdings
Osaic Holdings
Arizona
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$239M -$12.1M -348,354 -5%
Truist Financial
2
Truist Financial
North Carolina
$11.3M -$2.49M -71,687 -19%
FFG
3
Ford Financial Group
California
$8.22M -$192K -5,508 -2%
GWAG
4
Garrett Wealth Advisory Group
Texas
$7.79M +$7.41M +212,931 New
RF
5
RHS Financial
California
$3.29M -$175K -5,039 -5%
SS
6
Sunbelt Securities
Texas
$2.89M +$313K +8,996 +13%
AA
7
ACT Advisors
North Carolina
$2.8M +$2.66M +76,384 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.73M -$395K -11,344 -13%
T
9
TRUADVICE
Florida
$2.57M +$91K +2,615 +4%
HB
10
Homrich & Berg
Georgia
$2.1M +$1.99M +57,268 New
RA
11
Rational Advisors
New York
$1.74M +$919K +26,409 +125%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.67M +$147K +4,224 +10%
CA
13
Cetera Advisors
Colorado
$1.55M +$494K +14,202 +50%
IWS
14
Insight Wealth Strategies
California
$1.39M +$244K +7,023 +23%
LPL Financial
15
LPL Financial
California
$968K +$204K +5,849 +28%
IWP
16
Innova Wealth Partners
Pennsylvania
$912K +$867K +24,926 New
SPC
17
Sigma Planning Corp
Michigan
$842K +$468K +13,437 +140%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$790K +$429K +12,338 +133%
WWM
19
Western Wealth Management
Colorado
$774K +$229K +6,592 +45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$755K +$167K +4,810 +30%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$750K +$713K +20,500 New
PCWA
22
Pacific Capital Wealth Advisors
California
$666K -$52K -1,493 -8%
DA
23
Doliver Advisors
Texas
$543K +$70.9K +2,036 +16%
MA
24
Menlo Advisors
California
$471K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$441K +$420K +12,056 New
1
2

NTSX Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2020, worth a combined $298M — up 9.4% from $272M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NTSX positions and 3 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Garrett Wealth Advisory Group, opening a new position worth an estimated $7.41M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $12.1M.

  • 34 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2020, up from 26 in Q3 2020.
  • Funds reported $298M of WisdomTree US Efficient Core Fund stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2020 and 3 closed out, a net change of +9 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2020 was Garrett Wealth Advisory Group, an estimated $7.41M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2020 was Halbert Hargrove Global Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2020.