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WisdomTree US Efficient Core Fund

90 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

6% less capital invested

Capital invested by funds: $726M → $683M (-$43.2M)

Holders
90
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
AG
51
AmeriFlex Group
Nevada
$529K
Stifel Financial
52
Stifel Financial
Missouri
$526K
UAG
53
United Advisor Group
Ohio
$480K
AWM
54
AE Wealth Management
Kansas
$459K
AW
55
Avion Wealth
Texas
$456K
WPC
56
Wedmont Private Capital
Pennsylvania
$435K
KPWS
57
Kestra Private Wealth Services
Texas
$424K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$416K
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$367K
AWP
60
Astra Wealth Partners
New Jersey
$336K
JWCA
61
J.W. Cole Advisors
Florida
$311K
HI
62
Harbour Investments
Wisconsin
$287K
MPW
63
Magnolia Private Wealth
Pennsylvania
$276K
BWMG
64
Barnes Wealth Management Group
California
$265K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$254K
TAP
66
Tounjian Advisory Partners
Florida
$250K
T
67
Transce3nd
Texas
$249K
PTC
68
Private Trust Company
Ohio
$213K
PWM
69
Perigon Wealth Management
California
$208K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$188K
CPA
71
Cardiff Park Advisors
California
$183K
SIM
72
Synergy Investment Management
Florida
$118K
SAM
73
Smartleaf Asset Management
Massachusetts
$82.1K
FFA
74
Farther Finance Advisors
California
$63.6K
CA
75
CoreCap Advisors
Michigan
$60.4K