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WisdomTree US Efficient Core Fund

72 hedge funds and large institutions have $391M invested in WisdomTree US Efficient Core Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 6972 (+3)

1.38% less ownership

Funds ownership: 61.71%60.33% (-1.4%)

9% less capital invested

Capital invested by funds: $429M → $391M (-$37.8M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.24%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
11
Increased
16
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$157M +$1.76M +50,495 +1%
RA
2
Rational Advisors
New York
$52.3M -$2.09M -60,080 -3%
SFC
3
SYM Financial Corp
Indiana
$45.7M -$1M -28,812 -2%
WI
4
WJ Interests
Texas
$19.7M +$8.46M +243,121 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.8M
AA
6
ACT Advisors
North Carolina
$10.4M -$116K -3,338 -1%
LPL Financial
7
LPL Financial
California
$9.55M -$189K -5,427 -2%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$8.62M +$4.94M +142,000 +101%
OAJ
9
Ogorek Anthony Joseph
New York
$7.68M +$124K +3,562 +1%
AWM
10
AE Wealth Management
Kansas
$7.35M +$1.96M +56,181 +31%
MCC
11
Money Concepts Capital
Florida
$6.28M +$7.15M +205,487 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$5.44M -$1.63M -46,694 -21%
RF
13
RHS Financial
California
$4.61M -$1.46M -41,819 -22%
PFA
14
Professional Financial Advisors
Nebraska
$3.16M +$110K +3,154 +3%
CA
15
Cetera Advisors
Colorado
$3.06M -$494K -14,190 -12%
FA
16
Fermata Advisors
California
$3.05M -$1.56M -44,716 -31%
OIA
17
OneDigital Investment Advisors
Kansas
$2.95M +$3.36M +96,505 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.77M +$910K +26,136 +41%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.59M +$1.86M +53,521 +172%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$2.45M -$12.9M -369,332 -82%
SWM
21
Stapp Wealth Management
Washington
$1.92M +$2.19M +62,831 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.35M -$439K -12,623 -22%
SS
23
Sunbelt Securities
Texas
$1.31M -$59.3K -1,704 -4%
WWM
24
Western Wealth Management
Colorado
$1.19M -$89.9K -2,582 -6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.18M -$150K -4,300 -10%

NTSX Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2022, worth a combined $391M — down 8.8% from $429M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NTSX positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 34 trimmed.

The largest buyer was WJ Interests, adding an estimated $8.46M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $12.9M.

  • 72 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2022, up from 69 in Q2 2022.
  • Funds reported $391M of WisdomTree US Efficient Core Fund stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 11 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q3 2022 was WJ Interests, an estimated $8.46M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2022.