NTSX icon

WisdomTree US Efficient Core Fund

90 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Costello Asset Management
Pennsylvania
$41.2K +$41.2K +910 New
GWM
77
Geneos Wealth Management
Colorado
$37.1K +$18.6K +411 +100%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$35.6K +$35.6K +874 New
SFC
79
SYM Financial Corp
Indiana
$26.9K +$26.9K +594 New
IA
80
IFP Advisors
Florida
$13.6K
TFA
81
Toth Financial Advisory
Virginia
$11.4K +$11.4K +251 New
OAJ
82
Ogorek Anthony Joseph
New York
$10K +$44 +1 +0.4%
WCM
83
WealthTrak Capital Management
Virginia
$6.53K +$6.53K +144 New
CFB
84
Cullen/Frost Bankers
Texas
$4.26K
C
85
Covestor
United Kingdom
$4K -$1.19K -27 -23%
FFA
86
Frazier Financial Advisors
Ohio
$3.17K
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$1.72K +$45 +1 +3%
IWM
88
IMG Wealth Management
Florida
$997
WAG
89
Wiser Advisor Group
Arizona
$872
Fidelity Investments
90
Fidelity Investments
Massachusetts
$45 -$270 -6 -86%
IAA
91
Independent Advisor Alliance
North Carolina
-$1.3M -27,775 Closed
BL
92
Balentine LLC
Georgia
-$494K -10,588 Closed
IWM
93
IHT Wealth Management
Illinois
-$385K -8,245 Closed
BWP
94
Baldwin Wealth Partners
Massachusetts
-$247K -5,287 Closed
RIM
95
RW Investment Management
Idaho
-$242K -5,178 Closed
GSC
96
Ground Swell Capital
South Carolina
-$203K -4,347 Closed
FWM
97
FLP Wealth Management
Arkansas
-$53.1K -1,137 Closed
AWM
98
Avior Wealth Management
Nebraska
-$19.5K -418 Closed
Simplex Trading
99
Simplex Trading
Illinois
-$4K -100 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$140 -3 Closed