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WisdomTree US Efficient Core Fund

70 hedge funds and large institutions have $458M invested in WisdomTree US Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
7
Increased
29
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$258K -$50.8K -1,450 -16%
PWM
52
Perigon Wealth Management
California
$240K -$68K -1,939 -22%
Morgan Stanley
53
Morgan Stanley
New York
$135K -$52.6K -1,500 -28%
PTC
54
Private Trust Company
Ohio
$112K +$8.77K +250 +8%
HI
55
Harbour Investments
Wisconsin
$94.6K +$3.26K +93 +4%
M
56
MOTCO
Texas
$53.3K -$15.8K -450 -23%
ASN
57
Advisory Services Network
Georgia
$34.1K -$91.3K -2,606 -73%
First Manhattan
58
First Manhattan
New York
$16.1K
GWM
59
Geneos Wealth Management
Colorado
$14K +$35 +1 +0.3%
JWM
60
Janiczek Wealth Management
Colorado
$13K +$3.1K +88 +31%
SFC
61
SYM Financial Corp
Indiana
$7.29K -$20.4K -583 -74%
C
62
Covestor
United Kingdom
$6K -$900 -24 -13%
BAAM
63
Baker Avenue Asset Management
California
$5.26K +$5.26K +150 New
OIA
64
Optimum Investment Advisors
Illinois
$3.51K
VWM
65
Venturi Wealth Management
Texas
$3.51K +$3.51K +100 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1.61K +$1.4K +40 +667%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$1.3K +$1.3K +37 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$1.22K -$167 -4,769 -12%
IA
69
IFP Advisors
Florida
$25 -$37K -1,481 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M -450,000 Closed
PFA
71
Professional Financial Advisors
Nebraska
-$4.04M -124,635 Closed
SWM
72
Stapp Wealth Management
Washington
-$2.14M -65,918 Closed
LS
73
Leelyn Smith
Illinois
-$164K -5,430 Closed
EE
74
EWG Elevate
California
-$134K -4,124 Closed
SFG
75
Steward Financial Group
Texas
-$23K -731 Closed