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WisdomTree US Efficient Core Fund

94 hedge funds and large institutions have $752M invested in WisdomTree US Efficient Core Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 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

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
94
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
$200K
FFA
77
Farther Finance Advisors
California
$73.5K
SAM
78
Smartleaf Asset Management
Massachusetts
$72.8K
GRP
79
Global Retirement Partners
California
$72.7K
CA
80
CoreCap Advisors
Michigan
$71.9K
CAM
81
Costello Asset Management
Pennsylvania
$48.5K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$47.3K
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$47.1K
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$34.5K
SFC
85
SYM Financial Corp
Indiana
$25.4K
IA
86
IFP Advisors
Florida
$21.8K
GWM
87
Geneos Wealth Management
Colorado
$20.8K
CA
88
Crewe Advisors
Utah
$12.2K
EWM
89
Evolution Wealth Management
Florida
$5.07K
C
90
Covestor
United Kingdom
$4K
FFA
91
Frazier Financial Advisors
Ohio
$3.77K
Kayne Anderson Rudnick Investment Management
92
Kayne Anderson Rudnick Investment Management
California
$2.06K
WAG
93
Wiser Advisor Group
Arizona
$1.04K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$216
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
AA
96
Armis Advisers
Georgia
FAIM
97
Financial Advocates Investment Management
Washington
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
AG
99
AmeriFlex Group
Nevada
Jane Street
100
Jane Street
New York