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WisdomTree US Efficient Core Fund

93 hedge funds and large institutions have $752M 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, 38 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

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
93
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
AW
51
Avion Wealth
Texas
$527K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$492K
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$433K
AWP
54
Astra Wealth Partners
New Jersey
$421K
BWMG
55
Barnes Wealth Management Group
California
$386K
JWCA
56
J.W. Cole Advisors
Florida
$372K
HI
57
Harbour Investments
Wisconsin
$362K
IWC
58
Integrated Wealth Concepts
Massachusetts
$350K
AWM
59
AE Wealth Management
Kansas
$337K
NAS
60
NWF Advisory Services
California
$311K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$307K
EF
62
Empowered Funds
Pennsylvania
$279K
CIM
63
Cambria Investment Management
California
$279K
QCM
64
Quantinno Capital Management
New York
$277K
PTC
65
Private Trust Company
Ohio
$257K
SWP
66
Strategic Wealth Partners
Ohio
$257K
PWM
67
Perigon Wealth Management
California
$252K
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$244K
MPW
69
Magnolia Private Wealth
Pennsylvania
$225K
KPWS
70
Kestra Private Wealth Services
Texas
$220K
CPA
71
Cardiff Park Advisors
California
$218K
FHA
72
Flagship Harbor Advisors
Massachusetts
$216K
IA
73
IFG Advisory
Georgia
$213K
TCM
74
Traynor Capital Management
Pennsylvania
$210K
CA
75
Clearstead Advisors
Ohio
$200K