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WisdomTree US Efficient Core Fund

105 hedge funds and large institutions have $765M invested in WisdomTree US Efficient Core Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
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
QWP
51
Quotient Wealth Partners
Texas
$690K
FAM
52
Frontier Asset Management
Wyoming
$684K
MFG
53
Merit Financial Group
Georgia
$668K
IWM
54
IHT Wealth Management
Illinois
$624K
NL
55
NDWM LLC
California
$623K
HI
56
Harbour Investments
Wisconsin
$551K
QCM
57
Quantinno Capital Management
New York
$548K
WPC
58
Wedmont Private Capital
Pennsylvania
$542K
WWM
59
Western Wealth Management
Colorado
$536K
AW
60
Avion Wealth
Texas
$510K
IA
61
Inspire Advisors
Idaho
$485K
AWM
62
AE Wealth Management
Kansas
$485K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$459K
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$407K
AWP
65
Astra Wealth Partners
New Jersey
$407K
IWC
66
Integrated Wealth Concepts
Massachusetts
$317K
Creative Planning
67
Creative Planning
Kansas
$307K
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$279K
JWCA
69
J.W. Cole Advisors
Florida
$263K
BWMG
70
Barnes Wealth Management Group
California
$263K
TWM
71
TopTier Wealth Management
Wisconsin
$253K
RFC
72
Regions Financial Corp
Alabama
$241K
MWM
73
McCartney Wealth Management
Missouri
$239K
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$233K
UCFA
75
United Capital Financial Advisors
Texas
$229K