NTSX icon

WisdomTree US Efficient Core Fund

92 hedge funds and large institutions have $751M invested in WisdomTree US Efficient Core Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
92
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
FFA
76
Farther Finance Advisors
California
$73.5K
SAM
77
Smartleaf Asset Management
Massachusetts
$72.8K
GRP
78
Global Retirement Partners
California
$72.7K
CA
79
CoreCap Advisors
Michigan
$71.9K
CAM
80
Costello Asset Management
Pennsylvania
$48.5K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$47.3K
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$47.1K
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$34.5K
SFC
84
SYM Financial Corp
Indiana
$25.4K
GWM
85
Geneos Wealth Management
Colorado
$20.8K
CA
86
Crewe Advisors
Utah
$12.2K
EWM
87
Evolution Wealth Management
Florida
$5.07K
C
88
Covestor
United Kingdom
$4K
FFA
89
Frazier Financial Advisors
Ohio
$3.77K
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$2.06K
WAG
91
Wiser Advisor Group
Arizona
$1.04K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$216
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
AA
94
Armis Advisers
Georgia
FAIM
95
Financial Advocates Investment Management
Washington
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
AG
97
AmeriFlex Group
Nevada
Jane Street
98
Jane Street
New York
T
99
Transce3nd
Texas
TAP
100
Tounjian Advisory Partners
Florida