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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$492K
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$433K
AWP
53
Astra Wealth Partners
New Jersey
$421K
BWMG
54
Barnes Wealth Management Group
California
$386K
JWCA
55
J.W. Cole Advisors
Florida
$372K
HI
56
Harbour Investments
Wisconsin
$362K
IWC
57
Integrated Wealth Concepts
Massachusetts
$350K
AWM
58
AE Wealth Management
Kansas
$337K
NAS
59
NWF Advisory Services
California
$311K
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$307K
EF
61
Empowered Funds
Pennsylvania
$279K
CIM
62
Cambria Investment Management
California
$279K
QCM
63
Quantinno Capital Management
New York
$277K
PTC
64
Private Trust Company
Ohio
$257K
SWP
65
Strategic Wealth Partners
Ohio
$257K
PWM
66
Perigon Wealth Management
California
$252K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$244K
MPW
68
Magnolia Private Wealth
Pennsylvania
$225K
KPWS
69
Kestra Private Wealth Services
Texas
$220K
CPA
70
Cardiff Park Advisors
California
$218K
FHA
71
Flagship Harbor Advisors
Massachusetts
$216K
IA
72
IFG Advisory
Georgia
$213K
TCM
73
Traynor Capital Management
Pennsylvania
$210K
CA
74
Clearstead Advisors
Ohio
$200K
TFG
75
Team Financial Group
California
$200K