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WisdomTree US Efficient Core Fund

90 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

6% less capital invested

Capital invested by funds: $726M → $683M (-$43.2M)

Holders
90
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
HHGA
1
Halbert Hargrove Global Advisors
California
$273M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54M
RA
3
Rational Advisors
New York
$41M
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$41M
OIA
5
OneDigital Investment Advisors
Kansas
$34.2M
WI
6
WJ Interests
Texas
$27.4M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.4M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$22.3M
PFA
9
Professional Financial Advisors
Nebraska
$20.5M
LPL Financial
10
LPL Financial
California
$20.3M
Osaic Holdings
11
Osaic Holdings
Arizona
$15.1M
HBS
12
Howard Bailey Securities
Indiana
$12.6M
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$12.3M
AQR Capital Management
14
AQR Capital Management
Connecticut
$12M
PIA
15
Perennial Investment Advisors
California
$8.55M
FA
16
Fermata Advisors
California
$4.66M
KAS
17
Kestra Advisory Services
Texas
$3.82M
BCG
18
Bravias Capital Group
New Jersey
$3.48M
CWM
19
CIBC World Markets
New York
$3.45M
PAG
20
Private Advisor Group
New Jersey
$3.43M
OWA
21
ORBA Wealth Advisors
Illinois
$3.31M
AA
22
Armis Advisers
Georgia
$2.83M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.71M
RF
24
RHS Financial
California
$2.51M
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.63M