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WisdomTree International Efficient Core Fund

27 hedge funds and large institutions have $388M invested in WisdomTree International Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $318M → $388M (+$70M)

7.42% more ownership

Funds ownership: 85.95%93.37% (+7.4%)

4% more funds holding

Funds holding: 2627 (+1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
5
Increased
11
Reduced
8
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
$129M +$236K +6,034 +0.2%
SFC
2
SYM Financial Corp
Indiana
$97.9M +$257K +6,566 +0.3%
SFO
3
Stenger Family Office
Illinois
$40M +$31.2M +795,769 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.8M +$1.47M +37,458 +5%
WI
5
WJ Interests
Texas
$29.8M -$777K -19,846 -3%
OIA
6
OneDigital Investment Advisors
Kansas
$21.5M -$29K -741 -0.1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$11.6M -$48.2K -1,230 -0.4%
PFA
8
Professional Financial Advisors
Nebraska
$10.3M +$528K +13,470 +6%
Jane Street
9
Jane Street
New York
$4.81M +$3.03M +77,297 +193%
LPL Financial
10
LPL Financial
California
$2.56M +$502K +12,823 +26%
AQR Capital Management
11
AQR Capital Management
Connecticut
$2.26M -$153K -3,917 -7%
FA
12
Fermata Advisors
California
$1.87M +$375K +9,571 +27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.07M -$68.7K -1,754 -6%
KAS
14
Kestra Advisory Services
Texas
$1.05M +$64.1K +1,636 +7%
LEFP
15
Leading Edge Financial Planning
Tennessee
$997K +$46.5K +1,188 +5%
AW
16
Avion Wealth
Texas
$345K
NA
17
NewEdge Advisors
Louisiana
$273K -$84K -2,144 -24%
Morgan Stanley
18
Morgan Stanley
New York
$265K +$219K +5,578 +622%
AWM
19
Accurate Wealth Management
Florida
$257K -$69.3K -1,769 -22%
BWMG
20
Barnes Wealth Management Group
California
$211K +$202K +5,146 New
Osaic Holdings
21
Osaic Holdings
Arizona
$150K +$4.47K +114 +3%
CPA
22
Cardiff Park Advisors
California
$117K
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$20.3K
FFA
24
Farther Finance Advisors
California
$14.6K -$13.6K -347 -49%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$13K +$12.4K +316 New