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WisdomTree US Efficient Core Fund

97 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
97
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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$589K
UAG
52
United Advisor Group
Ohio
$588K
AG
53
AmeriFlex Group
Nevada
$578K
NAS
54
NWF Advisory Services
California
$538K
WPC
55
Wedmont Private Capital
Pennsylvania
$505K
AW
56
Avion Wealth
Texas
$489K
IWC
57
Integrated Wealth Concepts
Massachusetts
$472K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$460K
AWM
59
AE Wealth Management
Kansas
$433K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$402K
AWP
61
Astra Wealth Partners
New Jersey
$390K
BWMG
62
Barnes Wealth Management Group
California
$358K
JWCA
63
J.W. Cole Advisors
Florida
$344K
HI
64
Harbour Investments
Wisconsin
$341K
Jane Street
65
Jane Street
New York
$309K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$280K
T
67
Transce3nd
Texas
$271K
CIM
68
Cambria Investment Management
California
$256K
EF
69
Empowered Funds
Pennsylvania
$256K
PWM
70
Perigon Wealth Management
California
$246K
PTC
71
Private Trust Company
Ohio
$239K
MPW
72
Magnolia Private Wealth
Pennsylvania
$232K
TAP
73
Tounjian Advisory Partners
Florida
$231K
KPWS
74
Kestra Private Wealth Services
Texas
$228K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$212K