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WisdomTree US Efficient Core Fund

96 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$589K -$128K -2,552 -18%
UAG
52
United Advisor Group
Ohio
$588K +$58.1K +1,160 +11%
AG
53
AmeriFlex Group
Nevada
$578K
WPC
54
Wedmont Private Capital
Pennsylvania
$505K
AW
55
Avion Wealth
Texas
$489K
IWC
56
Integrated Wealth Concepts
Massachusetts
$472K +$472K +9,432 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$460K
AWM
58
AE Wealth Management
Kansas
$433K -$74.2K -1,483 -15%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$402K -$3.5K -70 -0.9%
AWP
60
Astra Wealth Partners
New Jersey
$390K +$18.8K +375 +5%
BWMG
61
Barnes Wealth Management Group
California
$358K +$65.4K +1,306 +22%
JWCA
62
J.W. Cole Advisors
Florida
$344K +$951 +19 +0.3%
HI
63
Harbour Investments
Wisconsin
$341K +$24.4K +488 +8%
Jane Street
64
Jane Street
New York
$309K -$1.09M -21,754 -78%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$280K -$50 -1 -0%
T
66
Transce3nd
Texas
$271K -$4.06K -81 -1%
CIM
67
Cambria Investment Management
California
$256K +$256K +5,107 New
EF
68
Empowered Funds
Pennsylvania
$256K +$256K +5,107 New
PWM
69
Perigon Wealth Management
California
$246K +$16.3K +325 +7%
PTC
70
Private Trust Company
Ohio
$239K +$3.96K +79 +2%
MPW
71
Magnolia Private Wealth
Pennsylvania
$232K -$73.1K -1,460 -24%
TAP
72
Tounjian Advisory Partners
Florida
$231K -$18.4K -406 -7%
KPWS
73
Kestra Private Wealth Services
Texas
$228K -$240K -4,794 -51%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$212K +$4.51K +90 +2%
CPA
75
Cardiff Park Advisors
California
$202K