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WisdomTree US Efficient Core Fund

100 hedge funds and large institutions have $766M invested in WisdomTree US Efficient Core Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
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
IWM
51
IHT Wealth Management
Illinois
$661K
WWM
52
Western Wealth Management
Colorado
$603K
QCM
53
Quantinno Capital Management
New York
$573K
WPC
54
Wedmont Private Capital
Pennsylvania
$558K
AW
55
Avion Wealth
Texas
$536K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$501K
FAM
57
Frontier Asset Management
Wyoming
$489K
AWM
58
AE Wealth Management
Kansas
$455K
BWMG
59
Barnes Wealth Management Group
California
$442K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$440K
AWP
61
Astra Wealth Partners
New Jersey
$428K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$405K
HI
63
Harbour Investments
Wisconsin
$390K
JWCA
64
J.W. Cole Advisors
Florida
$379K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$312K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$287K
EF
67
Empowered Funds
Pennsylvania
$284K
CIM
68
Cambria Investment Management
California
$284K
TWM
69
TopTier Wealth Management
Wisconsin
$265K
MWM
70
McCartney Wealth Management
Missouri
$249K
PWM
71
Perigon Wealth Management
California
$245K
MPW
72
Magnolia Private Wealth
Pennsylvania
$229K
KPWS
73
Kestra Private Wealth Services
Texas
$224K
SB
74
Strategic Blueprint
Georgia
$222K
CPA
75
Cardiff Park Advisors
California
$222K