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WisdomTree US Efficient Core Fund

72 hedge funds and large institutions have $391M invested in WisdomTree US Efficient Core Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
11
Increased
16
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$157M 5,129,312 +50,495 +1%
RA
2
Rational Advisors
New York
$52.3M 1,709,366 -60,080 -3%
SFC
3
SYM Financial Corp
Indiana
$45.7M 1,495,878 -28,812 -2%
WI
4
WJ Interests
Texas
$19.7M 644,706 +243,121 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.8M 450,000
AA
6
ACT Advisors
North Carolina
$10.4M 341,117 -3,338 -1%
LPL Financial
7
LPL Financial
California
$9.55M 312,156 -5,427 -2%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$8.62M 282,000 +142,000 +101%
OAJ
9
Ogorek Anthony Joseph
New York
$7.68M 251,161 +3,562 +1%
AWM
10
AE Wealth Management
Kansas
$7.35M 240,219 +56,181 +31%
MCC
11
Money Concepts Capital
Florida
$6.28M 205,487 +205,487 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$5.44M 177,944 -46,694 -21%
RF
13
RHS Financial
California
$4.61M 150,879 -41,819 -22%
PFA
14
Professional Financial Advisors
Nebraska
$3.16M 103,210 +3,154 +3%
CA
15
Cetera Advisors
Colorado
$3.07M 100,224 -14,190 -12%
FA
16
Fermata Advisors
California
$3.05M 99,592 -44,716 -31%
OIA
17
OneDigital Investment Advisors
Kansas
$2.95M 96,505 +96,505 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.77M 90,458 +26,136 +41%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.59M 84,709 +53,521 +172%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$2.45M 80,000 -369,332 -82%
SWM
21
Stapp Wealth Management
Washington
$1.92M 62,831 +62,831 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.35M 44,181 -12,623 -22%
SS
23
Sunbelt Securities
Texas
$1.31M 42,721 -1,704 -4%
WWM
24
Western Wealth Management
Colorado
$1.19M 38,828 -2,582 -6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.18M 38,465 -4,300 -10%