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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
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.25%
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
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$997K
MML Investors Services
27
MML Investors Services
Massachusetts
$970K +$206K +6,733 +27%
BWM
28
BlackDiamond Wealth Management
New York
$960K -$109K -3,357 -10%
HA
29
Herold Advisors
New York
$935K -$4.89K -160 -0.5%
IWS
30
Insight Wealth Strategies
California
$906K
T
31
TRUADVICE
Florida
$820K -$29.4K -907 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$814K +$61.7K +2,020 +8%
GWAG
33
Garrett Wealth Advisory Group
Texas
$797K -$29K -950 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$724K -$8.23K -269 -1%
Stifel Financial
35
Stifel Financial
Missouri
$649K
IWP
36
Innova Wealth Partners
Pennsylvania
$629K -$145K -4,753 -19%
PFS
37
Prospera Financial Services
Texas
$586K -$86K -2,814 -13%
AWS
38
Atria Wealth Solutions
New York
$516K +$516K +16,874 New
Truist Financial
39
Truist Financial
North Carolina
$460K -$2.09M -68,229 -82%
KAS
40
Kestra Advisory Services
Texas
$457K +$87.7K +2,867 +24%
PAG
41
Private Advisor Group
New Jersey
$445K +$7K +229 +2%
FAIM
42
Financial Advocates Investment Management
Washington
$397K +$397K +12,966 New
WCP
43
Wick Capital Partners
Pennsylvania
$386K -$114K -3,728 -23%
PWM
44
Perigon Wealth Management
California
$381K -$59.6K -1,949 -14%
CAN
45
Claraphi Advisory Network
United States
$327K -$79.1K -2,591 -19%
FFG
46
Ford Financial Group
California
$326K -$116K -3,784 -26%
IA
47
IFP Advisors
Florida
$317K +$15.9K +605 +5%
FHA
48
Flagship Harbor Advisors
Massachusetts
$300K
AW
49
Avion Wealth
Texas
$299K +$299K +9,783 New
Citadel Advisors
50
Citadel Advisors
Florida
$247K -$1.14M -37,302 -82%