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WisdomTree US Efficient Core Fund

70 hedge funds and large institutions have $458M invested in WisdomTree US Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
7
Increased
29
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$209M 5,959,182 +21,301 +0.4%
RA
2
Rational Advisors
New York
$38.9M 1,108,429 -634,830 -36%
WI
3
WJ Interests
Texas
$31M 885,363 +216,947 +32%
OIA
4
OneDigital Investment Advisors
Kansas
$24M 683,553 +283,660 +71%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.2M 603,493 +214,606 +55%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$20.8M 592,037 +58,811 +11%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$14.1M 401,000 +101,000 +34%
CAN
8
Cetera Advisor Networks
California
$13.2M 376,785 +186,171 +98%
LPL Financial
9
LPL Financial
California
$11.7M 332,326 +19,235 +6%
AWM
10
AE Wealth Management
Kansas
$10.1M 287,518 +24,499 +9%
OAJ
11
Ogorek Anthony Joseph
New York
$8.78M 250,471 +491 +0.2%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$6.91M 197,052 +159,254 +421%
PIA
13
Perennial Investment Advisors
California
$5.01M 142,758 +142,758 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.01M 114,304 -30,093 -21%
PAG
15
Private Advisor Group
New Jersey
$3.96M 112,943 +100,477 +806%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M 97,987 +7,990 +9%
RF
17
RHS Financial
California
$2.99M 85,403 -8,544 -9%
KIA
18
KLR Investment Advisors
Rhode Island
$2.31M 65,827 +3,577 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.2M 62,800 +56,084 +835%
FA
20
Fermata Advisors
California
$1.68M 47,859 -45,098 -49%
LEFP
21
Leading Edge Financial Planning
Tennessee
$1.6M 45,569 +13,752 +43%
SS
22
Sunbelt Securities
Texas
$1.3M 37,637 -2,459 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.23M 35,115 -2,700 -7%
KAS
24
Kestra Advisory Services
Texas
$1.22M 34,850 +14,724 +73%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.19M 34,039 +1,132 +3%