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WisdomTree US Efficient Core Fund

71 hedge funds and large institutions have $545M invested in WisdomTree US Efficient Core Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
9
Increased
33
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$212M 5,234,033 -263,390 -5%
RA
2
Rational Advisors
New York
$102M 2,522,864 +740,376 +42%
SFC
3
SYM Financial Corp
Indiana
$59.8M 1,476,360 +130,165 +10%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$29.1M 717,358 +569,227 +384%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.2M 450,000 -100,000 -18%
AA
6
ACT Advisors
North Carolina
$13.8M 341,596 -3,386 -1%
LPL Financial
7
LPL Financial
California
$12.7M 312,775 +186,348 +147%
OAJ
8
Ogorek Anthony Joseph
New York
$10.2M 252,749 +241,068 +2,064%
Truist Financial
9
Truist Financial
North Carolina
$8.56M 211,308 -26,682 -11%
RF
10
RHS Financial
California
$8.42M 207,848 +10,372 +5%
FA
11
Fermata Advisors
California
$7.33M 180,818 -62,694 -26%
CA
12
Cetera Advisors
Colorado
$5.79M 142,858 +23,771 +20%
GWAG
13
Garrett Wealth Advisory Group
Texas
$5.52M 136,277 -34,931 -20%
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.83M 119,173 +16,441 +16%
AWM
15
AE Wealth Management
Kansas
$3.61M 89,061 +59,597 +202%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.3M 81,495 +3,204 +4%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$2.7M 73,522 -71,266 -49%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.44M 60,148 +537 +0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.28M 56,177 -14,737 -21%
CAN
20
Claraphi Advisory Network
United States
$2.16M 53,177 +25,566 +93%
WWM
21
Western Wealth Management
Colorado
$2.15M 53,039 +24,109 +83%
SS
22
Sunbelt Securities
Texas
$2.1M 51,034 -5,234 -9%
PFS
23
Prospera Financial Services
Texas
$2.04M 50,215 -5,581 -10%
Jane Street
24
Jane Street
New York
$1.96M 48,376 +48,376 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.72M 42,465 +2,700 +7%