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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
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
AmeriFlex Group
Nevada
$529K +$1.5K +33 +0.3%
Stifel Financial
52
Stifel Financial
Missouri
$526K -$671K -14,807 -56%
UAG
53
United Advisor Group
Ohio
$480K +$229K +5,052 +91%
AWM
54
AE Wealth Management
Kansas
$459K -$151K -3,336 -25%
AW
55
Avion Wealth
Texas
$456K
WPC
56
Wedmont Private Capital
Pennsylvania
$435K
KPWS
57
Kestra Private Wealth Services
Texas
$424K -$134K -2,948 -24%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$416K +$416K +9,191 New
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$367K +$3.17K +70 +0.9%
AWP
60
Astra Wealth Partners
New Jersey
$336K
JWCA
61
J.W. Cole Advisors
Florida
$311K -$115K -2,529 -27%
HI
62
Harbour Investments
Wisconsin
$287K +$34.7K +765 +14%
MPW
63
Magnolia Private Wealth
Pennsylvania
$276K
BWMG
64
Barnes Wealth Management Group
California
$265K +$46.6K +1,029 +21%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$254K +$254K +5,598 New
TAP
66
Tounjian Advisory Partners
Florida
$250K +$250K +5,516 New
T
67
Transce3nd
Texas
$249K -$52.8K -1,166 -18%
PTC
68
Private Trust Company
Ohio
$213K -$3.49K -77 -2%
PWM
69
Perigon Wealth Management
California
$208K +$2.45K +54 +1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$188K -$69.6K -1,534 -27%
CPA
71
Cardiff Park Advisors
California
$183K
SIM
72
Synergy Investment Management
Florida
$118K +$91 +2 +0.1%
SAM
73
Smartleaf Asset Management
Massachusetts
$82.1K +$76.7K +1,702 +1,418%
FFA
74
Farther Finance Advisors
California
$63.6K +$63.6K +1,395 New
CA
75
CoreCap Advisors
Michigan
$60.4K +$60.4K +1,333 New