WisdomTree International Efficient Core Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 01/23/2026 | 3.12 M | $137.55 M | -0.11% | 32.25% |
| SYM FINANCIAL CORP | 02/13/2026 | 2.44 M | $107.41 M | 0.23% | 23.91% |
| STENGER FAMILY OFFICE, LLC | 03/04/2026 | 950.30 K | $47.82 M | 10.44% | 9.82% |
| CWM, LLC | 01/26/2026 | 890.39 K | $39.26 M | 1.88% | 8.74% |
| WJ INTERESTS, LLC | 01/26/2026 | 662.30 K | $29.20 M | -5.67% | 6.85% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 486.43 K | $21.45 M | 0.85% | 4.78% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 296.30 K | $13.06 M | 2.62% | 3.06% |
| 02/26/2026 | 275.15 K | $12.13 M | 100.00% | 2.84% | |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 01/15/2026 | 271.56 K | $11.97 M | 2.41% | 2.81% |
| LPL FINANCIAL LLC | 02/11/2026 | 121.06 K | $5.34 M | -39.40% | 1.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 103.32 K | $4.56 M | 100.00% | 1.01% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 64.53 K | $2.85 M | 15.52% | 0.64% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 55.06 K | $2.43 M | 10.77% | 0.57% |
| JPMORGAN CHASE & CO | 02/11/2026 | 49.82 K | $2.20 M | 292.30% | 0.48% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 25.86 K | $1.14 M | 0.97% | 0.25% |
| LEADING EDGE FINANCIAL PLANNING LLC | 01/21/2026 | 23.25 K | $1.03 M | 2.00% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 19.57 K | $862.87 K | 214.29% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.31 K | $851.32 K | -3.94% | 0.19% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 19.02 K | $838.55 K | 100.00% | 0.19% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 14.26 K | $674.74 K | 100.00% | 0.14% |
| AVION WEALTH | 01/23/2026 | 8.44 K | $371.00 K | 0.00% | 0.09% |
| MARINER, LLC | 02/13/2026 | 7.91 K | $348.60 K | 100.00% | 0.08% |
| ACCURATE WEALTH MANAGEMENT, LLC | 01/14/2026 | 5.52 K | $249.53 K | -7.97% | 0.06% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 02/24/2026 | 5.16 K | $227.49 K | 0.21% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 4.98 K | $219.75 K | 5.15% | 0.05% |
| CARDIFF PARK ADVISORS, LLC | 02/17/2026 | 2.86 K | $126.11 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.51 K | $66.53 K | 140.29% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 1.15 K | $50.49 K | -65.16% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.04 K | $46.00 K | 100.00% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 495 | $21.83 K | 0.00% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 316 | $13.93 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 210 | $9.26 K | 0.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 02/09/2026 | 160 | $7.00 K | 100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were:
HALBERT HARGROVE GLOBAL ADVISORS, LLC: 3.12 M
WJ Interests, LLC: 686,660
Wealthcare Advisory Partners LLC: 297,439
Professional Financial Advisors, LLC: 237,783
MATHER GROUP, LLC.: 70,109
Fermata Advisors, LLC: 53,236
102.79% of WisdomTree International Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.79 M shares in the last 24 months. This purchase volume represents approximately $397.41 M in transactions.