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WisdomTree US Efficient Core Fund

97 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
97
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
CPA
76
Cardiff Park Advisors
California
$202K
FFA
77
Farther Finance Advisors
California
$196K
TFG
78
Team Financial Group
California
$184K
GRP
79
Global Retirement Partners
California
$67.4K
SAM
80
Smartleaf Asset Management
Massachusetts
$67.3K
CA
81
CoreCap Advisors
Michigan
$66.7K
Raymond James Financial
82
Raymond James Financial
Florida
$59.2K
CAM
83
Costello Asset Management
Pennsylvania
$45.1K
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$43.8K
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$32K
EWM
86
Evolution Wealth Management
Florida
$30K
SFC
87
SYM Financial Corp
Indiana
$23.5K
IA
88
IFP Advisors
Florida
$20.2K
GWM
89
Geneos Wealth Management
Colorado
$19.3K
CA
90
Crewe Advisors
Utah
$11.4K
WCM
91
WealthTrak Capital Management
Virginia
$9.26K
Wells Fargo
92
Wells Fargo
California
$8.11K
Simplex Trading
93
Simplex Trading
Illinois
$7K
C
94
Covestor
United Kingdom
$5K
FFA
95
Frazier Financial Advisors
Ohio
$3.5K
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$1.91K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$651
Stifel Financial
98
Stifel Financial
Missouri
SIM
99
Synergy Investment Management
Florida
TFA
100
Toth Financial Advisory
Virginia