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WisdomTree US Efficient Core Fund

100 hedge funds and large institutions have $766M invested in WisdomTree US Efficient Core Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
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
IA
76
IFG Advisory
Georgia
$221K
FHA
77
Flagship Harbor Advisors
Massachusetts
$220K
TFG
78
Team Financial Group
California
$219K
TCM
79
Traynor Capital Management
Pennsylvania
$213K
PTC
80
Private Trust Company
Ohio
$211K
CA
81
Clearstead Advisors
Ohio
$204K
FFA
82
Farther Finance Advisors
California
$142K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$94K
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$92.3K
SAM
85
Smartleaf Asset Management
Massachusetts
$75.1K
GRP
86
Global Retirement Partners
California
$74.1K
CA
87
CoreCap Advisors
Michigan
$73.1K
CFG
88
Chapman Financial Group
Hawaii
$54.8K
CAM
89
Costello Asset Management
Pennsylvania
$49.3K
EWM
90
Evolution Wealth Management
Florida
$34.1K
HHCP
91
Hilton Head Capital Partners
South Carolina
$30.9K
SFC
92
SYM Financial Corp
Indiana
$25.9K
IA
93
IFP Advisors
Florida
$22.1K
UBS Group
94
UBS Group
Switzerland
$18K
CA
95
Crewe Advisors
Utah
$12.4K
C
96
Covestor
United Kingdom
$5K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$4.82K
FFA
98
Frazier Financial Advisors
Ohio
$3.84K
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$2.11K
WAG
100
Wiser Advisor Group
Arizona
$1.06K