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WisdomTree US Efficient Core Fund

97 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
97
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
$300M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.3M
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$46.1M
RA
4
Rational Advisors
New York
$39M
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M
WI
6
WJ Interests
Texas
$29.4M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.1M
PFA
8
Professional Financial Advisors
Nebraska
$23.9M
LPL Financial
9
LPL Financial
California
$23.7M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22M
Osaic Holdings
11
Osaic Holdings
Arizona
$15.4M
HBS
12
Howard Bailey Securities
Indiana
$13.8M
AQR Capital Management
13
AQR Capital Management
Connecticut
$12.5M
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.9M
PIA
15
Perennial Investment Advisors
California
$6.54M
FA
16
Fermata Advisors
California
$5.65M
KAS
17
Kestra Advisory Services
Texas
$4.7M
BCG
18
Bravias Capital Group
New Jersey
$4.24M
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$4.1M
PAG
20
Private Advisor Group
New Jersey
$3.93M
CWM
21
CIBC World Markets
New York
$3.44M
RF
22
RHS Financial
California
$2.93M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M
AA
24
Armis Advisers
Georgia
$2.5M
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.88M