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WisdomTree US Efficient Core Fund

101 hedge funds and large institutions have $768M invested in WisdomTree US Efficient Core Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
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
$222K
IA
77
IFG Advisory
Georgia
$221K
FHA
78
Flagship Harbor Advisors
Massachusetts
$220K
TFG
79
Team Financial Group
California
$219K
TCM
80
Traynor Capital Management
Pennsylvania
$213K
PTC
81
Private Trust Company
Ohio
$211K
CA
82
Clearstead Advisors
Ohio
$204K
FFA
83
Farther Finance Advisors
California
$142K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$94K
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$92.3K
SAM
86
Smartleaf Asset Management
Massachusetts
$75.1K
GRP
87
Global Retirement Partners
California
$74.1K
CA
88
CoreCap Advisors
Michigan
$73.1K
CFG
89
Chapman Financial Group
Hawaii
$54.8K
CAM
90
Costello Asset Management
Pennsylvania
$49.3K
EWM
91
Evolution Wealth Management
Florida
$34.1K
HHCP
92
Hilton Head Capital Partners
South Carolina
$30.9K
SFC
93
SYM Financial Corp
Indiana
$25.9K
IA
94
IFP Advisors
Florida
$22.1K
UBS Group
95
UBS Group
Switzerland
$18K
CA
96
Crewe Advisors
Utah
$12.4K
C
97
Covestor
United Kingdom
$5K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$4.82K
FFA
99
Frazier Financial Advisors
Ohio
$3.84K
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$2.11K