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WisdomTree US Efficient Core Fund

37 hedge funds and large institutions have $310M invested in WisdomTree US Efficient Core Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
8
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$246M 6,602,757 +80,038 +1%
Truist Financial
2
Truist Financial
North Carolina
$8.99M 240,760 -68,704 -22%
GWAG
3
Garrett Wealth Advisory Group
Texas
$8.5M 227,685 +14,754 +7%
FFG
4
Ford Financial Group
California
$8.31M 222,548 -2,024 -0.9%
RF
5
RHS Financial
California
$5.07M 135,874 +45,897 +51%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.05M 81,803 +7,055 +9%
T
7
TRUADVICE
Florida
$2.87M 72,457 +1,750 +2%
RA
8
Rational Advisors
New York
$2.68M 71,793 +24,234 +51%
SS
9
Sunbelt Securities
Texas
$2.52M 67,493 -11,487 -15%
PFS
10
Prospera Financial Services
Texas
$2.3M 61,611 +61,611 New
HB
11
Homrich & Berg
Georgia
$2.11M 56,394 -874 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.01M 53,725 +8,025 +18%
CA
13
Cetera Advisors
Colorado
$1.69M 45,147 +2,810 +7%
AA
14
ACT Advisors
North Carolina
$1.41M 35,641 -40,743 -53%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.25M 33,588 +12,970 +63%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$1.24M 33,270 +11,673 +54%
Citadel Advisors
17
Citadel Advisors
Florida
$1.23M 32,950 +32,950 New
LPL Financial
18
LPL Financial
California
$1.15M 30,772 +4,320 +16%
IWS
19
Insight Wealth Strategies
California
$1.12M 30,077 -8,014 -21%
IWP
20
Innova Wealth Partners
Pennsylvania
$980K 26,246 +1,320 +5%
WWM
21
Western Wealth Management
Colorado
$931K 24,946 +3,805 +18%
SPC
22
Sigma Planning Corp
Michigan
$789K 21,123 -1,886 -8%
PAG
23
Private Advisor Group
New Jersey
$548K 14,688 +3,273 +29%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$523K 14,000 -6,500 -32%
MA
25
Menlo Advisors
California
$480K 12,870