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WisdomTree US Efficient Core Fund

92 hedge funds and large institutions have $751M invested in WisdomTree US Efficient Core Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$295M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.8M
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$50.8M
RA
4
Rational Advisors
New York
$38.5M
OIA
5
OneDigital Investment Advisors
Kansas
$38M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$30.1M
WI
7
WJ Interests
Texas
$26.8M
PFA
8
Professional Financial Advisors
Nebraska
$26.6M
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$26M
LPL Financial
10
LPL Financial
California
$17.3M
Osaic Holdings
11
Osaic Holdings
Arizona
$16.7M
AQR Capital Management
12
AQR Capital Management
Connecticut
$13.3M
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$10.1M
HBS
14
Howard Bailey Securities
Indiana
$9.93M
PIA
15
Perennial Investment Advisors
California
$7.08M
FA
16
Fermata Advisors
California
$6.75M
BCG
17
Bravias Capital Group
New Jersey
$5.18M
KAS
18
Kestra Advisory Services
Texas
$4.5M
PAG
19
Private Advisor Group
New Jersey
$4.36M
Morgan Stanley
20
Morgan Stanley
New York
$3.76M
CBU
21
CIBC Bancorp USA
Illinois
$3.55M
RF
22
RHS Financial
California
$2.9M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.8M
LEFP
24
Leading Edge Financial Planning
Tennessee
$1.91M
IWS
25
Insight Wealth Strategies
California
$1.81M