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 | 07/21/2026 | 3.13 M | $146.05 M | 0.43% | 29.84% |
| SYM FINANCIAL CORP | 08/04/2026 | 2.46 M | $114.77 M | 0.89% | 23.45% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 505.03 K | $23.53 M | -0.14% | 4.81% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 309.09 K | $14.40 M | 3.92% | 2.94% |
| WJ INTERESTS, LLC | 07/30/2026 | 307.31 K | $14.32 M | -55.25% | 2.93% |
| 46 PEAKS LLC | 08/04/2026 | 275.26 K | $12.83 M | -2.17% | 2.62% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 07/09/2026 | 258.50 K | $12.05 M | 8.71% | 2.46% |
| MATHER GROUP, LLC. | 07/27/2026 | 193.38 K | $9.01 M | 175.83% | 1.84% |
| LPL FINANCIAL LLC | 08/07/2026 | 80.36 K | $3.74 M | 11.81% | 0.77% |
| JPMORGAN CHASE & CO | 08/12/2026 | 77.47 K | $3.62 M | 20.64% | 0.74% |
| JANE STREET GROUP, LLC | 08/14/2026 | 68.35 K | $3.18 M | -41.75% | 0.65% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 67.89 K | $3.16 M | 9.68% | 0.65% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 51.96 K | $2.42 M | 100.00% | 0.49% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 51.79 K | $2.41 M | -2.71% | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 33.64 K | $1.57 M | 13.26% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 29.60 K | $1.38 M | 100.00% | 0.28% |
| LEADING EDGE FINANCIAL PLANNING LLC | 08/06/2026 | 27.19 K | $1.27 M | 11.92% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 25.71 K | $1.20 M | -2.43% | 0.24% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 22.99 K | $1.07 M | -20.21% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 18.73 K | $872.93 K | -0.79% | 0.18% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 15.58 K | $726.23 K | -22.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.61 K | $587.81 K | -89.82% | 0.12% |
| AVION WEALTH | 07/31/2026 | 8.44 K | $393.00 K | 0.00% | 0.08% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 07/13/2026 | 6.64 K | $309.33 K | 6.72% | 0.06% |
| ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS, LLC | 08/14/2026 | 5.16 K | $240.60 K | 100.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 4.88 K | $227.36 K | -12.19% | 0.05% |
| INSPIRE ADVISORS, LLC | 08/13/2026 | 4.64 K | $216.36 K | -2.68% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 3.10 K | $144.40 K | 128.04% | 0.03% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.14 K | $99.87 K | 100.00% | 0.02% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 1.81 K | $84.35 K | 8.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.04 K | $48.00 K | 0.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 981 | $45.75 K | -14.17% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 316 | $14.73 K | 0.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 08/13/2026 | 160 | $7.00 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 71 | $3.31 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 61 | $2.84 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 50 | $2.33 K | -67.95% | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 40 | $1.82 K | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 26 | $1.21 K | 766.67% | 0.00% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 1 | $36 | 0.00% | 0.00% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were:
HALBERT HARGROVE GLOBAL ADVISORS, LLC: 3.13 M
SYM FINANCIAL Corp: 2.46 M
Resources Investment Advisors, LLC.: 505,034
Wealthcare Advisory Partners LLC: 309,093
WJ Interests, LLC: 307,311
46 Peaks LLC: 275,260
76.84% of WisdomTree International Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.98 M shares in the last 24 months. This purchase volume represents approximately $405.92 M in transactions.