WisdomTree US Efficient Core Fund
NTSX
71 hedge funds and large institutions have $545M invested in WisdomTree US Efficient Core Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3.22% more ownership
Funds ownership: 55.79% → 59.01% (+3.2%)
0% more funds holding
Funds holding: 71 → 71 (0)
2% less capital invested
Capital invested by funds: $556M → $545M (-$11.8M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$30.2M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$23.2M |
| 3 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$9.82M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.59M |
| 5 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$5.3M |
Top Sellers
NTSX Hedge Fund Activity: Q1 2022 in Review
71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2022, worth a combined $545M — down 2.1% from $556M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 7 closed out — a net gain of 2 holders — while 33 added to existing stakes and 23 trimmed.
The largest buyer was Rational Advisors, adding an estimated $30.2M. The largest seller was Stratos Wealth Partners, cutting an estimated $21.7M.
- 71 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $545M of WisdomTree US Efficient Core Fund stock for Q1 2022, down 2.1% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2022 was Rational Advisors, an estimated $30.2M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2022 was Stratos Wealth Partners, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2022.