WisdomTree US Efficient Core Fund
NTSX
42 hedge funds and large institutions have $350M invested in WisdomTree US Efficient Core Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
14% more funds holding
Funds holding: 37 → 42 (+5)
13% more capital invested
Capital invested by funds: $310M → $350M (+$40.2M)
2.76% less ownership
Funds ownership: 70.36% → 67.59% (-2.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$6.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.02M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.81M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$1.65M |
| 5 |
RF
RHS Financial
San Francisco,
California
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$6.37M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$886K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$171K |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$128K |
NTSX Hedge Fund Activity: Q2 2021 in Review
42 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2021, worth a combined $350M — up 13% from $310M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NTSX positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 10 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $6.2M. The largest seller was Ford Financial Group, cutting an estimated $6.37M.
- 42 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2021, up from 37 in Q1 2021.
- Funds reported $350M of WisdomTree US Efficient Core Fund stock for Q2 2021, up 13% quarter-over-quarter.
- 7 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2021 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q2 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $6.2M added.
- The largest WisdomTree US Efficient Core Fund seller in Q2 2021 was Ford Financial Group, an estimated $6.37M sold.
Based on aggregated 13F filings for Q2 2021.