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WisdomTree US Efficient Core Fund

74 hedge funds and large institutions have $615M invested in WisdomTree US Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
32
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.94M +$219K +5,562 +13%
LEFP
27
Leading Edge Financial Planning
Tennessee
$1.83M -$153K -3,905 -8%
BWM
28
BlackDiamond Wealth Management
New York
$1.44M +$484 +12 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M +$88.4K +2,250 +7%
BAM
30
Belpointe Asset Management
Nevada
$1.23M +$1.23M +31,272 New
IWS
31
Insight Wealth Strategies
California
$1.15M +$51.6K +1,314 +5%
SS
32
Sunbelt Securities
Texas
$1.14M -$250K -6,365 -18%
AWS
33
Atria Wealth Solutions
New York
$1.09M +$107K +2,711 +11%
HA
34
Herold Advisors
New York
$1.07M
Stifel Financial
35
Stifel Financial
Missouri
$989K +$8.73K +222 +0.9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$958K +$958K +24,386 New
VWM
37
Venturi Wealth Management
Texas
$943K +$943K +24,000 New
IWM
38
IHT Wealth Management
Illinois
$928K +$928K +23,616 New
FAIM
39
Financial Advocates Investment Management
Washington
$886K +$99.6K +2,535 +13%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$847K -$37.3K -948 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$840K -$297K -7,553 -26%
IWP
42
Innova Wealth Partners
Pennsylvania
$756K -$23K -585 -3%
EF
43
Empirical Finance
Pennsylvania
$709K +$79 +2 +0%
AA
44
ACT Advisors
North Carolina
$708K +$92K +2,341 +15%
CWM
45
CIBC World Markets
New York
$633K +$30.1K +765 +5%
Jane Street
46
Jane Street
New York
$603K +$603K +15,342 New
WWM
47
Western Wealth Management
Colorado
$555K -$1.57K -40 -0.3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$491K
SF
49
Safeguard Financial
Wisconsin
$451K +$14.4K +367 +3%
AW
50
Avion Wealth
Texas
$384K