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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

48 hedge funds and large institutions have $427M invested in WisdomTree US Efficient Core Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
9
Increased
18
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$58.5M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$25M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.08M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3M
5
HA
5
Herold Advisors
New York
$1.67M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$265M
2
T
2
TRUADVICE
Florida
$1.17M
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
FTUS
4
Flow Traders U.S.
New York
$211K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$265M 6,516,483 -102,928 -2%
RA
2
Rational Advisors
New York
$58.5M 1,435,697 +1,321,877 +1,161%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$25M 613,625 +561,404 +1,075%
Truist Financial
4
Truist Financial
North Carolina
$9.86M 242,088 -1,365 -0.6%
GWAG
5
Garrett Wealth Advisory Group
Texas
$9.51M 233,302 -3,270 -1%
RF
6
RHS Financial
California
$7.72M 189,562 +34,272 +22%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$6.08M 149,119 -8,562 -5%
PAG
8
Private Advisor Group
New Jersey
$4.92M 120,698 +34,481 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.3M 81,089 -12,177 -13%
LPL Financial
10
LPL Financial
California
$3.03M 74,439 +25,047 +51%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3M 73,543 +40,967 +126%
CA
12
Cetera Advisors
Colorado
$2.97M 72,955 +14,840 +26%
FFG
13
Ford Financial Group
California
$2.43M 59,694 -895 -1%
PFS
14
Prospera Financial Services
Texas
$2.39M 58,533 +1,265 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.24M 54,913 +302 +0.6%
HB
16
Homrich & Berg
Georgia
$2.19M 53,766 – –
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.08M 50,939 +50,939 New
SS
18
Sunbelt Securities
Texas
$1.85M 44,958 – –
AA
19
ACT Advisors
North Carolina
$1.68M 41,247 +4,982 +14%
HA
20
Herold Advisors
New York
$1.67M 40,935 +40,935 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.35M 33,215 +4,900 +17%
AWM
22
AE Wealth Management
Kansas
$1.21M 29,731 -46,956 -61%
T
23
TRUADVICE
Florida
$1.17M 26,419 -52,064 -66%
IWP
24
Innova Wealth Partners
Pennsylvania
$1.08M 26,376 – –
IWS
25
Insight Wealth Strategies
California
$1.05M 25,816 -1,003 -4%
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