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WisdomTree International Efficient Core Fund

21 hedge funds and large institutions have $256M invested in WisdomTree International Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
11
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$104M 2,905,352 +107,662 +4%
SFC
2
SYM Financial Corp
Indiana
$74M 2,071,084 +13,382 +0.7%
WI
3
WJ Interests
Texas
$24.2M 678,306 +5,482 +0.8%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M 529,924 +122,005 +30%
OIA
5
OneDigital Investment Advisors
Kansas
$15.8M 442,066 +47,582 +12%
PFA
6
Professional Financial Advisors
Nebraska
$5.01M 140,326 +13,888 +11%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$3.53M 98,923 +3,464 +4%
LPL Financial
8
LPL Financial
California
$2.75M 77,033 +45,681 +146%
Citadel Advisors
9
Citadel Advisors
Florida
$1.34M 37,412 +37,412 New
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.31M 36,755 +36,755 New
FA
11
Fermata Advisors
California
$1.2M 33,657 +1,543 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$965K 27,013 +5,633 +26%
Jane Street
13
Jane Street
New York
$916K 25,634 -40,964 -62%
IWM
14
IHT Wealth Management
Illinois
$794K 22,238 +22,238 New
Osaic Holdings
15
Osaic Holdings
Arizona
$495K 13,856 +756 +6%
LEFP
16
Leading Edge Financial Planning
Tennessee
$308K 8,631 +8,631 New
AW
17
Avion Wealth
Texas
$301K 8,437
EF
18
Empirical Finance
Pennsylvania
$224K 6,271
CPA
19
Cardiff Park Advisors
California
$98.8K 2,767 +2,767 New
UBS Group
20
UBS Group
Switzerland
$17K 475 +475 New
Morgan Stanley
21
Morgan Stanley
New York
$102 2 +2 New
RF
22
RHS Financial
California
-10,149 Closed
OMC
23
Old Mission Capital
Illinois
-6,607 Closed
Goldman Sachs
24
Goldman Sachs
New York
-6,525 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-9 Closed