NTSX icon

WisdomTree US Efficient Core Fund

105 hedge funds and large institutions have $764M invested in WisdomTree US Efficient Core Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
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
FAM
51
Frontier Asset Management
Wyoming
$684K
MFG
52
Merit Financial Group
Georgia
$668K
IWM
53
IHT Wealth Management
Illinois
$624K
NL
54
NDWM LLC
California
$623K
HI
55
Harbour Investments
Wisconsin
$551K
QCM
56
Quantinno Capital Management
New York
$548K
WPC
57
Wedmont Private Capital
Pennsylvania
$542K
WWM
58
Western Wealth Management
Colorado
$536K
AW
59
Avion Wealth
Texas
$510K
IA
60
Inspire Advisors
Idaho
$485K
AWM
61
AE Wealth Management
Kansas
$485K
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$459K
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$407K
AWP
64
Astra Wealth Partners
New Jersey
$407K
IWC
65
Integrated Wealth Concepts
Massachusetts
$317K
Creative Planning
66
Creative Planning
Kansas
$307K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$279K
JWCA
68
J.W. Cole Advisors
Florida
$263K
BWMG
69
Barnes Wealth Management Group
California
$263K
TWM
70
TopTier Wealth Management
Wisconsin
$253K
RFC
71
Regions Financial Corp
Alabama
$241K
MWM
72
McCartney Wealth Management
Missouri
$239K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$233K
UCFA
74
United Capital Financial Advisors
Texas
$229K
TFG
75
Team Financial Group
California
$224K