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WisdomTree US Efficient Core Fund

65 hedge funds and large institutions have $539M invested in WisdomTree US Efficient Core Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
30
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Sunbelt Securities
Texas
$1.23M -$163K -4,675 -12%
BWM
27
BlackDiamond Wealth Management
New York
$1.2M +$57.5K +1,709 +5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.17M +$65.8K +1,884 +6%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.01M -$155K -4,435 -13%
IWS
30
Insight Wealth Strategies
California
$978K +$59.6K +1,704 +6%
HA
31
Herold Advisors
New York
$947K
AWS
32
Atria Wealth Solutions
New York
$875K -$23.3K -666 -3%
Stifel Financial
33
Stifel Financial
Missouri
$872K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$787K -$1.82K -52 -0.2%
FAIM
35
Financial Advocates Investment Management
Washington
$699K +$15K +429 +2%
IWP
36
Innova Wealth Partners
Pennsylvania
$693K -$1.05K -30 -0.2%
EF
37
Empirical Finance
Pennsylvania
$631K +$70 +2 +0%
AA
38
ACT Advisors
North Carolina
$548K +$18.6K +533 +4%
CWM
39
CIBC World Markets
New York
$536K +$536K +15,330 New
WWM
40
Western Wealth Management
Colorado
$495K -$10.8K -308 -2%
TC
41
TownSquare Capital
Utah
$475K +$178K +5,104 +60%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$437K -$440K -12,600 -50%
SF
43
Safeguard Financial
Wisconsin
$388K +$15.2K +436 +4%
AW
44
Avion Wealth
Texas
$342K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$319K -$12.4K -355 -4%
PFS
46
Prospera Financial Services
Texas
$292K -$220K -6,290 -43%
OAJ
47
Ogorek Anthony Joseph
New York
$286K -$9.3M -266,226 -97%
FHA
48
Flagship Harbor Advisors
Massachusetts
$257K
PTC
49
Private Trust Company
Ohio
$148K +$39K +1,116 +36%
TFG
50
Team Financial Group
California
$148K +$148K +4,238 New