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WisdomTree International Efficient Core Fund

39 hedge funds and large institutions have $407M invested in WisdomTree International Efficient Core Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3539 (+4)

8% less capital invested

Capital invested by funds: $444M → $407M (-$37.7M)

10.78% less ownership

Funds ownership: 97.96%87.18% (-11%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
8
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$137M +$45.7K +1,002 +0%
SFC
2
SYM Financial Corp
Indiana
$107M +$238K +5,208 +0.2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$39.9M +$757K +16,602 +2%
WI
4
WJ Interests
Texas
$30.2M +$1.11M +24,363 +4%
OIA
5
OneDigital Investment Advisors
Kansas
$22.3M +$880K +19,285 +4%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$13.1M +$51.9K +1,138 +0.4%
4PL
7
46 Peaks LLC
Pennsylvania
$12.4M +$283K +6,213 +2%
PFA
8
Professional Financial Advisors
Nebraska
$10.5M -$1.54M -33,775 -12%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.46M +$942K +20,647 +20%
Jane Street
10
Jane Street
New York
$5.16M +$5.35M +117,341 New
LPL Financial
11
LPL Financial
California
$3.16M -$2.24M -49,186 -41%
MG
12
Mather Group
Illinois
$3.09M +$3.2M +70,109 New
JP Morgan Chase
13
JP Morgan Chase
New York
$2.74M +$657K +14,401 +29%
AQR Capital Management
14
AQR Capital Management
Connecticut
$2.72M -$120K -2,634 -4%
FA
15
Fermata Advisors
California
$2.34M -$83.3K -1,827 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.31M +$462K +10,129 +52%
Goldman Sachs
17
Goldman Sachs
New York
$1.27M +$1.31M +28,813 New
KAS
18
Kestra Advisory Services
Texas
$1.16M +$22.2K +487 +2%
LEFP
19
Leading Edge Financial Planning
Tennessee
$1.07M +$47.8K +1,047 +5%
WIM
20
WealthPlan Investment Management
Nebraska
$879K +$43.8K +961 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$831K -$19.5K -428 -2%
IWM
22
IHT Wealth Management
Illinois
$631K +$3.1K +68 +0.5%
AW
23
Avion Wealth
Texas
$371K
SW
24
SteelPeak Wealth
California
$274K +$284K +6,220 New
NA
25
NewEdge Advisors
Louisiana
$245K +$26.1K +572 +11%