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WisdomTree US Efficient Core Fund

101 hedge funds and large institutions have $768M invested in WisdomTree US Efficient Core Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
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
NL
51
NDWM LLC
California
$675K
IWM
52
IHT Wealth Management
Illinois
$661K
WWM
53
Western Wealth Management
Colorado
$603K
QCM
54
Quantinno Capital Management
New York
$573K
WPC
55
Wedmont Private Capital
Pennsylvania
$558K
AW
56
Avion Wealth
Texas
$536K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$501K
FAM
58
Frontier Asset Management
Wyoming
$489K
AWM
59
AE Wealth Management
Kansas
$455K
BWMG
60
Barnes Wealth Management Group
California
$442K
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$440K
AWP
62
Astra Wealth Partners
New Jersey
$428K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$405K
HI
64
Harbour Investments
Wisconsin
$390K
JWCA
65
J.W. Cole Advisors
Florida
$379K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$312K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$287K
CIM
68
Cambria Investment Management
California
$284K
EF
69
Empowered Funds
Pennsylvania
$284K
TWM
70
TopTier Wealth Management
Wisconsin
$265K
MWM
71
McCartney Wealth Management
Missouri
$249K
PWM
72
Perigon Wealth Management
California
$245K
MPW
73
Magnolia Private Wealth
Pennsylvania
$229K
KPWS
74
Kestra Private Wealth Services
Texas
$224K
SB
75
Strategic Blueprint
Georgia
$222K