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WisdomTree International Efficient Core Fund

26 hedge funds and large institutions have $318M invested in WisdomTree International Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $292M → $318M (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.06% less ownership

Funds ownership: 89.01%85.95% (-3.1%)

7% less funds holding

Funds holding: 2826 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
15
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$119M +$574K +15,370 +0.5%
SFC
2
SYM Financial Corp
Indiana
$90.5M +$541K +14,500 +0.6%
WI
3
WJ Interests
Texas
$28.4M +$1.46M +39,044 +6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$28.1M +$675K +18,073 +3%
OIA
5
OneDigital Investment Advisors
Kansas
$19.9M +$1.11M +29,680 +6%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$10.8M +$136K +3,630 +1%
PFA
7
Professional Financial Advisors
Nebraska
$9.02M +$665K +17,824 +8%
AQR Capital Management
8
AQR Capital Management
Connecticut
$2.25M +$244K +6,526 +12%
LPL Financial
9
LPL Financial
California
$1.88M +$323K +8,642 +21%
Jane Street
10
Jane Street
New York
$1.52M -$2.24M -59,892 -60%
FA
11
Fermata Advisors
California
$1.37M +$27.6K +740 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.05M -$11K -294 -1%
KAS
13
Kestra Advisory Services
Texas
$910K +$342K +9,150 +62%
LEFP
14
Leading Edge Financial Planning
Tennessee
$882K +$12.2K +327 +1%
MCM
15
Morton Capital Management
California
$513K -$3.77K -101 -0.7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$343K -$86.4K -2,313 -20%
NA
17
NewEdge Advisors
Louisiana
$335K -$52.3K -1,402 -14%
AW
18
Avion Wealth
Texas
$296K
AWM
19
Accurate Wealth Management
Florida
$292K -$1.46M -39,145 -83%
KPWS
20
Kestra Private Wealth Services
Texas
$217K -$30.1K -805 -12%
Osaic Holdings
21
Osaic Holdings
Arizona
$134K +$131K +3,520 +19,556%
CPA
22
Cardiff Park Advisors
California
$109K
UBS Group
23
UBS Group
Switzerland
$95.4K +$83.7K +2,243 +834%
Morgan Stanley
24
Morgan Stanley
New York
$34.1K +$15.7K +420 +88%
FFA
25
Farther Finance Advisors
California
$26.7K +$26.2K +703 New