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WisdomTree US Efficient Core Fund

105 hedge funds and large institutions have $764M invested in WisdomTree US Efficient Core Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
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
PWM
76
Perigon Wealth Management
California
$218K
PTC
77
Private Trust Company
Ohio
$216K
SB
78
Strategic Blueprint
Georgia
$215K
KPWS
79
Kestra Private Wealth Services
Texas
$214K
CPA
80
Cardiff Park Advisors
California
$211K
MPW
81
Magnolia Private Wealth
Pennsylvania
$200K
SIM
82
Synergy Investment Management
Florida
$137K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$90.6K
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$80.7K
MG
85
Mather Group
Illinois
$76.1K
CA
86
CoreCap Advisors
Michigan
$69.5K
SAM
87
Smartleaf Asset Management
Massachusetts
$68.8K
CFG
88
Chapman Financial Group
Hawaii
$52.1K
CAM
89
Costello Asset Management
Pennsylvania
$46.9K
EWM
90
Evolution Wealth Management
Florida
$32.5K
Wells Fargo
91
Wells Fargo
California
$31.3K
VAI
92
Vanguard Advisers Inc
Pennsylvania
$30.7K
HHCP
93
Hilton Head Capital Partners
South Carolina
$29.4K
NA
94
NewEdge Advisors
Louisiana
$26.7K
FFA
95
Farther Finance Advisors
California
$25.8K
SFC
96
SYM Financial Corp
Indiana
$24.7K
FFA
97
Frazier Financial Advisors
Ohio
$22.9K
IA
98
IFP Advisors
Florida
$21.1K
CA
99
Crewe Advisors
Utah
$11.8K
EPL
100
Essential Partners LLC
California
$9.96K