NTSX icon

WisdomTree US Efficient Core Fund

105 hedge funds and large institutions have $765M 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
TFG
76
Team Financial Group
California
$224K
PWM
77
Perigon Wealth Management
California
$218K
PTC
78
Private Trust Company
Ohio
$216K
SB
79
Strategic Blueprint
Georgia
$215K
KPWS
80
Kestra Private Wealth Services
Texas
$214K
CPA
81
Cardiff Park Advisors
California
$211K
MPW
82
Magnolia Private Wealth
Pennsylvania
$200K
SIM
83
Synergy Investment Management
Florida
$137K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$90.6K
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$80.7K
MG
86
Mather Group
Illinois
$76.1K
CA
87
CoreCap Advisors
Michigan
$69.5K
SAM
88
Smartleaf Asset Management
Massachusetts
$68.8K
CFG
89
Chapman Financial Group
Hawaii
$52.1K
CAM
90
Costello Asset Management
Pennsylvania
$46.9K
EWM
91
Evolution Wealth Management
Florida
$32.5K
Wells Fargo
92
Wells Fargo
California
$31.3K
VAI
93
Vanguard Advisers Inc
Pennsylvania
$30.7K
HHCP
94
Hilton Head Capital Partners
South Carolina
$29.4K
FFA
95
Farther Finance Advisors
California
$25.8K
SFC
96
SYM Financial Corp
Indiana
$24.7K
FFA
97
Frazier Financial Advisors
Ohio
$22.9K
IA
98
IFP Advisors
Florida
$21.1K
CA
99
Crewe Advisors
Utah
$11.8K
EP
100
Essential Partners
California
$9.96K