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 | 04/17/2026 | 3.12 M | $137.34 M | 0.03% | 31.24% |
| SYM FINANCIAL CORP | 05/08/2026 | 2.44 M | $107.44 M | 0.21% | 24.44% |
| CWM, LLC | 05/14/2026 | 906.99 K | $39.92 M | 1.86% | 9.08% |
| WJ INTERESTS, LLC | 04/21/2026 | 686.66 K | $30.22 M | 3.68% | 6.87% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 505.72 K | $22.26 M | 3.96% | 5.06% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 297.44 K | $13.09 M | 0.38% | 2.98% |
| 05/01/2026 | 281.36 K | $12.38 M | 2.26% | 2.82% | |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 04/13/2026 | 237.78 K | $10.46 M | -12.44% | 2.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 123.96 K | $5.46 M | 19.98% | 1.24% |
| JANE STREET GROUP, LLC | 05/12/2026 | 117.34 K | $5.16 M | 100.00% | 1.17% |
| LPL FINANCIAL LLC | 05/06/2026 | 71.87 K | $3.16 M | -40.63% | 0.72% |
| MATHER GROUP, LLC. | 04/13/2026 | 70.11 K | $3.09 M | 100.00% | 0.70% |
| JPMORGAN CHASE & CO | 05/13/2026 | 64.22 K | $2.74 M | 28.91% | 0.64% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 61.90 K | $2.72 M | -4.08% | 0.62% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 53.24 K | $2.34 M | -3.32% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 29.70 K | $1.31 M | 51.76% | 0.30% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 28.81 K | $1.27 M | 100.00% | 0.29% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 26.35 K | $1.16 M | 1.88% | 0.26% |
| LEADING EDGE FINANCIAL PLANNING LLC | 05/12/2026 | 24.30 K | $1.07 M | 4.50% | 0.24% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 19.98 K | $879.30 K | 5.05% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 18.88 K | $830.97 K | -2.22% | 0.19% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 14.33 K | $630.53 K | 0.48% | 0.14% |
| AVION WEALTH | 05/01/2026 | 8.44 K | $371.00 K | 0.00% | 0.08% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 6.22 K | $273.73 K | 100.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.56 K | $244.52 K | 11.48% | 0.06% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 4.77 K | $209.97 K | 100.00% | 0.05% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 4.60 K | $211.14 K | -16.73% | 0.05% |
| CARDIFF PARK ADVISORS, LLC | 05/15/2026 | 2.86 K | $125.88 K | 0.00% | 0.03% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 1.68 K | $73.76 K | 100.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.36 K | $59.83 K | -9.94% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 1.14 K | $50.32 K | -0.17% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.04 K | $46.00 K | 0.00% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 316 | $13.91 K | 0.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 05/01/2026 | 160 | $7.00 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 156 | $6.96 K | -25.71% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 71 | $3.13 K | 100.00% | 0.00% |
| 05/21/2026 | 28 | $1.23 K | 0.00% | 0.00% | |
| FMR LLC | 05/15/2026 | 3 | $132 | 100.00% | 0.00% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 1 | $34 | -99.09% | 0.00% |
| MARINER, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| STENGER FAMILY OFFICE, LLC | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 42 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
SYM FINANCIAL Corp: 2.44 M
CWM, LLC: 906,989
WJ Interests, LLC: 686,660
Resources Investment Advisors, LLC.: 505,718
Wealthcare Advisory Partners LLC: 297,439
92.51% of WisdomTree International Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.96 M shares in the last 24 months. This purchase volume represents approximately $405.19 M in transactions.