NTSX icon

WisdomTree US Efficient Core Fund

65 hedge funds and large institutions have $539M invested in WisdomTree US Efficient Core Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
30
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$211M 6,036,189 +14,722 +0.2%
Osaic Holdings
2
Osaic Holdings
Arizona
$52.4M 1,498,568 +727,275 +94%
RA
3
Rational Advisors
New York
$43.5M 1,242,920 -139,785 -10%
WI
4
WJ Interests
Texas
$29.7M 848,567 +1,164 +0.1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$26.7M 763,297 +81,141 +12%
OIA
6
OneDigital Investment Advisors
Kansas
$25.7M 735,154 +59,392 +9%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$23.6M 674,207 +21,646 +3%
CAN
8
Cetera Advisor Networks
California
$16.6M 474,650 +41,394 +10%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$15.5M 442,000
AWM
10
AE Wealth Management
Kansas
$10.9M 313,035 +7,146 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$10.2M 292,301 +292,301 New
LPL Financial
12
LPL Financial
California
$10M 286,293 +19,082 +7%
PIA
13
Perennial Investment Advisors
California
$9.59M 274,303 +115,479 +73%
PFA
14
Professional Financial Advisors
Nebraska
$6.22M 177,866 +2,690 +2%
PAG
15
Private Advisor Group
New Jersey
$5.71M 163,426 +27,591 +20%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.61M 103,213 -2,143 -2%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$3.42M 97,867 -659 -0.7%
FA
18
Fermata Advisors
California
$3.38M 96,680 +9,072 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.26M 93,324 -5,620 -6%
RF
20
RHS Financial
California
$2.55M 72,851 -7,410 -9%
KIA
21
KLR Investment Advisors
Rhode Island
$2.31M 65,827 -1,586 -2%
T
22
TRUADVICE
Florida
$1.95M 54,287 +31,057 +134%
LEFP
23
Leading Edge Financial Planning
Tennessee
$1.76M 50,405 +5,042 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.62M 46,466 +11,228 +32%
KAS
25
Kestra Advisory Services
Texas
$1.53M 43,732 +8,671 +25%