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WisdomTree US Efficient Core Fund

71 hedge funds and large institutions have $556M invested in WisdomTree US Efficient Core Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
1.1%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
24
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
51
TD Capital Management
Tennessee
$222K +$103K +2,322 +86%
LS
52
Leelyn Smith
Illinois
$215K +$215K +4,845 New
OIA
53
Optimum Investment Advisors
Illinois
$143K +$44 +1 +0%
PFA
54
Professional Financial Advisors
Nebraska
$142K +$30.6K +693 +28%
IA
55
IFP Advisors
Florida
$120K +$26.6K +597 +28%
HI
56
Harbour Investments
Wisconsin
$109K -$86.8K -1,959 -44%
PA
57
Parallel Advisors
California
$105K
NFG
58
Next Financial Group
Texas
$102K +$102K +2,312 New
M
59
MOTCO
Texas
$87K +$87K +1,969 New
GWM
60
Geneos Wealth Management
Colorado
$44K +$17.5K +399 +66%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$36K +$36K +802 New
First Manhattan
62
First Manhattan
New York
$20K +$20K +460 New
C
63
Covestor
United Kingdom
$17K +$17K +378 New
SFM
64
Signet Financial Management
New Jersey
$14K +$14K +316 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$13K +$13K +300 New
RCM
66
Raleigh Capital Management
North Carolina
$12K +$12K +285 New
PCG
67
Private Capital Group
Connecticut
$10K +$10K +230 New
FFG
68
Ford Financial Group
California
$2.29K -$359 -8,102 -14%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1K +$143 +2 +17%
Bank of America
70
Bank of America
North Carolina
-$971K -23,825 Closed
Creative Planning
71
Creative Planning
Kansas
-$238K -5,839 Closed
FTUS
72
Flow Traders U.S.
New York
-$211K -5,190 Closed
SG Americas Securities
73
SG Americas Securities
New York
-$122K -3,000 Closed
UBS Group
74
UBS Group
Switzerland
-$46K -1,134 Closed
CPWM
75
Cypress Point Wealth Management
Texas
-$4K -101 Closed