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WisdomTree US Efficient Core Fund

95 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$300M 6,002,518 -16,094 -0.3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.3M 1,263,664 +71,058 +6%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$46.1M 920,204 +16,016 +2%
RA
4
Rational Advisors
New York
$39M 779,076 -125,256 -14%
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M 757,588 +1,857 +0.2%
WI
6
WJ Interests
Texas
$29.4M 587,204 -16,722 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.1M 560,794 -88 -0%
PFA
8
Professional Financial Advisors
Nebraska
$23.9M 477,465 +25,222 +6%
LPL Financial
9
LPL Financial
California
$23.7M 473,552 +25,269 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22M 437,657 -53,712 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.4M 329,175 -4,554 -1%
HBS
12
Howard Bailey Securities
Indiana
$13.8M 275,227 -3,245 -1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$12.5M 250,406 -15,346 -6%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.9M 137,737 -134,480 -49%
PIA
15
Perennial Investment Advisors
California
$6.54M 130,587 -58,194 -31%
FA
16
Fermata Advisors
California
$5.65M 112,867 +10,036 +10%
KAS
17
Kestra Advisory Services
Texas
$4.7M 93,820 +9,442 +11%
BCG
18
Bravias Capital Group
New Jersey
$4.24M 84,701 +7,907 +10%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$4.1M 82,000 +82,000 New
PAG
20
Private Advisor Group
New Jersey
$3.93M 78,508 +2,768 +4%
CWM
21
CIBC World Markets
New York
$3.44M 68,808 -7,417 -10%
RF
22
RHS Financial
California
$2.93M 58,515 +3,076 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M 55,333 -4,421 -7%
AA
24
Armis Advisers
Georgia
$2.5M 49,904 -12,616 -20%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.88M 37,579 +1,645 +5%