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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

71 hedge funds and large institutions have $556M invested in WisdomTree US Efficient Core Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
1.1%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$59.7M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
3
SWP
3
Stratos Wealth Partners
Ohio
$23.9M
4
RA
4
Rational Advisors
New York
$79M
5
AA
5
ACT Advisors
North Carolina
$15.3M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$244M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.57M
3
PAG
3
Private Advisor Group
New Jersey
$510K
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$7.59M
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$244M 5,497,423 -1,019,060 -16%
RA
2
Rational Advisors
New York
$79M 1,782,488 +346,791 +24%
SFC
3
SYM Financial Corp
Indiana
$59.7M 1,346,195 +1,346,195 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M 550,000 +550,000 New
SWP
5
Stratos Wealth Partners
Ohio
$23.9M 538,383 +538,383 New
AA
6
ACT Advisors
North Carolina
$15.3M 344,982 +303,735 +736%
FA
7
Fermata Advisors
California
$10.8M 243,512 +221,225 +993%
Truist Financial
8
Truist Financial
North Carolina
$10.6M 237,990 -4,098 -2%
RF
9
RHS Financial
California
$8.75M 197,476 +7,914 +4%
GWAG
10
Garrett Wealth Advisory Group
Texas
$7.59M 171,208 -62,094 -27%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$6.57M 148,131 -465,494 -76%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$6.42M 144,788 -4,331 -3%
LPL Financial
13
LPL Financial
California
$5.61M 126,427 +51,988 +70%
CA
14
Cetera Advisors
Colorado
$5.28M 119,087 +46,132 +63%
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.55M 102,732 +51,793 +102%
AIMCA
16
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.43M 100,000 +100,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.47M 78,291 +4,748 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.14M 70,914 -10,175 -13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.64M 59,611 +4,698 +9%
PFS
20
Prospera Financial Services
Texas
$2.47M 55,796 -2,737 -5%
HWM
21
HB Wealth Management
Georgia
$2.38M 53,766 +53,766 New
SS
22
Sunbelt Securities
Texas
$2.33M 56,268 +11,310 +25%
BWM
23
BlackDiamond Wealth Management
New York
$1.8M 40,702 +40,702 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.76M 39,765 +6,550 +20%
Morgan Stanley
25
Morgan Stanley
New York
$1.56M 35,086 +34,486 +5,748%
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