WisdomTree US Efficient Core Fund
NTSX
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more capital invested
Capital invested by funds: $350M → $427M (+$77M)
14% more funds holding
Funds holding: 42 → 48 (+6)
2.85% less ownership
Funds ownership: 67.59% → 64.74% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$55.6M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$23.6M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.72M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$4.33M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.19M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.97M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.02M |
| 5 |
Jane Street
New York
|
-$775K |
NTSX Hedge Fund Activity: Q3 2021 in Review
48 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2021, worth a combined $427M — up 22% from $350M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Rational Advisors, adding an estimated $55.6M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $4.33M.
- 48 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2021, up from 42 in Q2 2021.
- Funds reported $427M of WisdomTree US Efficient Core Fund stock for Q3 2021, up 22% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2021 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2021 was Rational Advisors, an estimated $55.6M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2021 was Halbert Hargrove Global Advisors, an estimated $4.33M sold.
Based on aggregated 13F filings for Q3 2021.