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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
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$273M -$2.96M -65,394 -1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54M +$1.32M +29,055 +2%
RA
3
Rational Advisors
New York
$41M -$7.97M -175,838 -16%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$41M -$38.3K -846 -0.1%
OIA
5
OneDigital Investment Advisors
Kansas
$34.2M +$497K +10,979 +1%
WI
6
WJ Interests
Texas
$27.4M -$9.96M -219,901 -27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.4M -$491K -10,836 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$22.3M +$1.19M +26,307 +6%
PFA
9
Professional Financial Advisors
Nebraska
$20.5M +$642K +14,171 +3%
LPL Financial
10
LPL Financial
California
$20.3M +$787K +17,380 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.1M +$365K +8,066 +2%
HBS
12
Howard Bailey Securities
Indiana
$12.6M -$1.08M -23,810 -8%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$12.3M -$2.16M -47,609 -15%
AQR Capital Management
14
AQR Capital Management
Connecticut
$12M +$2.58M +56,903 +27%
PIA
15
Perennial Investment Advisors
California
$8.55M -$136K -3,000 -2%
FA
16
Fermata Advisors
California
$4.66M +$109K +2,410 +2%
KAS
17
Kestra Advisory Services
Texas
$3.82M +$378K +8,350 +11%
BCG
18
Bravias Capital Group
New Jersey
$3.48M -$70K -1,545 -2%
CWM
19
CIBC World Markets
New York
$3.45M -$319K -7,032 -8%
PAG
20
Private Advisor Group
New Jersey
$3.43M -$390K -8,598 -10%
OWA
21
ORBA Wealth Advisors
Illinois
$3.31M -$14.2K -313 -0.4%
AA
22
Armis Advisers
Georgia
$2.83M -$390K -8,607 -12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.71M -$35.7K -789 -1%
RF
24
RHS Financial
California
$2.51M -$56K -1,236 -2%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.63M -$58.8K -1,296 -3%