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WisdomTree US Efficient Core Fund

69 hedge funds and large institutions have $429M invested in WisdomTree US Efficient Core Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
20
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$169M 5,078,817 -155,216 -3%
RA
2
Rational Advisors
New York
$59M 1,769,446 -753,418 -30%
SFC
3
SYM Financial Corp
Indiana
$50.8M 1,524,690 +48,330 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15M 450,000
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$15M 449,332 -268,026 -37%
WI
6
WJ Interests
Texas
$13.4M 401,585 +401,585 New
AA
7
ACT Advisors
North Carolina
$11.5M 344,455 +2,859 +0.8%
LPL Financial
8
LPL Financial
California
$10.6M 317,583 +4,808 +2%
OAJ
9
Ogorek Anthony Joseph
New York
$8.25M 247,599 -5,150 -2%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.49M 224,638 +105,465 +88%
OMC
11
Old Mission Capital
Illinois
$6.59M 197,621 +162,891 +469%
RF
12
RHS Financial
California
$6.43M 192,698 -15,150 -7%
AWM
13
AE Wealth Management
Kansas
$6.14M 184,038 +94,977 +107%
FA
14
Fermata Advisors
California
$4.81M 144,308 -36,510 -20%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$4.67M 140,000 +140,000 New
CA
16
Cetera Advisors
Colorado
$3.82M 114,414 -28,444 -20%
PFA
17
Professional Financial Advisors
Nebraska
$3.34M 100,056 +95,355 +2,028%
Truist Financial
18
Truist Financial
North Carolina
$2.78M 83,246 -128,062 -61%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2.15M 64,322 +64,322 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.89M 56,804 -24,691 -30%
Citadel Advisors
21
Citadel Advisors
Florida
$1.51M 45,373 +45,373 New
SS
22
Sunbelt Securities
Texas
$1.48M 44,425 -6,609 -13%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.43M 42,765 +300 +0.7%
WWM
24
Western Wealth Management
Colorado
$1.38M 41,410 -11,629 -22%
Jane Street
25
Jane Street
New York
$1.33M 39,764 -8,612 -18%