WisdomTree US Efficient Core Fund
NTSX
37 hedge funds and large institutions have $310M invested in WisdomTree US Efficient Core Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 34 → 37 (+3)
4% more capital invested
Capital invested by funds: $298M → $310M (+$12.3M)
2.97% less ownership
Funds ownership: 73.33% → 70.36% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$2.96M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.28M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
+$1.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.54M |
| 2 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$1.51M |
| 3 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$666K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$543K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$425K |
NTSX Hedge Fund Activity: Q1 2021 in Review
37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2021, worth a combined $310M — up 4.1% from $298M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NTSX positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $2.96M. The largest seller was Truist Financial, cutting an estimated $2.54M.
- 37 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2021, up from 34 in Q4 2020.
- Funds reported $310M of WisdomTree US Efficient Core Fund stock for Q1 2021, up 4.1% quarter-over-quarter.
- 8 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2021 and 5 closed out, a net change of +3 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2021 was Halbert Hargrove Global Advisors, an estimated $2.96M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2021 was Truist Financial, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2021.