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WisdomTree US Efficient Core Fund

42 hedge funds and large institutions have $350M invested in WisdomTree US Efficient Core Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
7
Increased
23
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$269M 6,619,411 +16,654 +0.3%
Truist Financial
2
Truist Financial
North Carolina
$9.89M 243,453 +2,693 +1%
GWAG
3
Garrett Wealth Advisory Group
Texas
$9.61M 236,572 +8,887 +4%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$6.41M 157,681 +157,681 New
RF
5
RHS Financial
California
$6.31M 155,290 +19,416 +14%
RA
6
Rational Advisors
New York
$4.63M 113,820 +42,027 +59%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.79M 93,266 +11,463 +14%
PAG
8
Private Advisor Group
New Jersey
$3.5M 86,217 +71,529 +487%
T
9
TRUADVICE
Florida
$3.3M 78,483 +6,026 +8%
AWM
10
AE Wealth Management
Kansas
$3.12M 76,687 +76,687 New
FFG
11
Ford Financial Group
California
$2.46M 60,589 -161,959 -73%
CA
12
Cetera Advisors
Colorado
$2.36M 58,115 +12,968 +29%
PFS
13
Prospera Financial Services
Texas
$2.33M 57,268 -4,343 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.22M 54,611 +886 +2%
HB
15
Homrich & Berg
Georgia
$2.19M 53,766 -2,628 -5%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$2.12M 52,221 +18,951 +57%
LPL Financial
17
LPL Financial
California
$2.01M 49,392 +18,620 +61%
SS
18
Sunbelt Securities
Texas
$1.85M 44,958 -22,535 -33%
AA
19
ACT Advisors
North Carolina
$1.5M 36,265 +624 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.32M 32,576 -1,012 -3%
FTUS
21
Flow Traders U.S.
New York
$1.2M 29,556 +17,682 +149%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.15M 28,315 +14,315 +102%
IWS
23
Insight Wealth Strategies
California
$1.09M 26,819 -3,258 -11%
WWM
24
Western Wealth Management
Colorado
$1.07M 26,370 +1,424 +6%
IWP
25
Innova Wealth Partners
Pennsylvania
$1.07M 26,376 +130 +0.5%