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WisdomTree US Efficient Core Fund

95 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
76
Farther Finance Advisors
California
$196K 3,920 +2,525 +181%
TFG
77
Team Financial Group
California
$184K 3,680 +3,680 New
GRP
78
Global Retirement Partners
California
$67.4K 1,346 +1,346 New
SAM
79
Smartleaf Asset Management
Massachusetts
$67.3K 1,355 -467 -26%
CA
80
CoreCap Advisors
Michigan
$66.7K 1,333
Raymond James Financial
81
Raymond James Financial
Florida
$59.2K 1,183 +1,183 New
CAM
82
Costello Asset Management
Pennsylvania
$45.1K 900 -10 -1%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$32K 639 +639 New
EWM
84
Evolution Wealth Management
Florida
$30K 600 +600 New
SFC
85
SYM Financial Corp
Indiana
$23.5K 470 -124 -21%
IA
86
IFP Advisors
Florida
$20.2K 404 +104 +35%
GWM
87
Geneos Wealth Management
Colorado
$19.3K 385 -435 -53%
CA
88
Crewe Advisors
Utah
$11.4K 227 +227 New
WCM
89
WealthTrak Capital Management
Virginia
$9.26K 185 +41 +28%
Wells Fargo
90
Wells Fargo
California
$8.11K 162 +162 New
Simplex Trading
91
Simplex Trading
Illinois
$7K 140 +140 New
C
92
Covestor
United Kingdom
$5K 91
FFA
93
Frazier Financial Advisors
Ohio
$3.51K 70
Kayne Anderson Rudnick Investment Management
94
Kayne Anderson Rudnick Investment Management
California
$1.91K 38
Fidelity Investments
95
Fidelity Investments
Massachusetts
$651 13 +12 +1,200%
Stifel Financial
96
Stifel Financial
Missouri
-11,600 Closed
SIM
97
Synergy Investment Management
Florida
-2,608 Closed
TFA
98
Toth Financial Advisory
Virginia
-251 Closed
OAJ
99
Ogorek Anthony Joseph
New York
-227 Closed
CFB
100
Cullen/Frost Bankers
Texas
-94 Closed