WisdomTree U.S. 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 | 5.36 M | $316.30 M | -1.12% | 22.92% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 1.03 M | $60.92 M | 4.42% | 4.42% |
| RATIONAL ADVISORS LLC | 07/24/2026 | 735.04 K | $43.40 M | -43.31% | 3.15% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 611.87 K | $36.13 M | 0.31% | 2.62% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 554.13 K | $32.72 M | -1.71% | 2.37% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 07/09/2026 | 518.20 K | $30.60 M | 1.94% | 2.22% |
| 46 PEAKS LLC | 08/04/2026 | 386.54 K | $22.83 M | -12.74% | 1.65% |
| LPL FINANCIAL LLC | 08/07/2026 | 380.76 K | $22.48 M | 8.49% | 1.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 327.76 K | $19.42 M | 1.33% | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 244.41 K | $14.43 M | -3.72% | 1.05% |
| WJ INTERESTS, LLC | 07/30/2026 | 192.79 K | $11.38 M | -60.97% | 0.83% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 161.47 K | $9.53 M | 0.54% | 0.69% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 152.81 K | $9.02 M | -4.05% | 0.65% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 129.20 K | $7.63 M | -3.75% | 0.55% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 117.67 K | $6.95 M | -1.52% | 0.50% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 96.12 K | $5.68 M | 1,978.21% | 0.41% |
| JPMORGAN CHASE & CO | 08/12/2026 | 92.19 K | $5.42 M | 31.44% | 0.39% |
| BRAVIAS CAPITAL GROUP, LLC | 07/30/2026 | 88.45 K | $5.22 M | 2.98% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 83.40 K | $4.92 M | 10.09% | 0.36% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 80.82 K | $4.77 M | -4.75% | 0.35% |
| MORGAN STANLEY | 08/13/2026 | 70.39 K | $4.16 M | 0.92% | 0.30% |
| CIBC BANCORP USA INC. | 08/13/2026 | 64.42 K | $3.80 M | 15.55% | 0.28% |
| RHS FINANCIAL, LLC | 08/07/2026 | 52.51 K | $3.10 M | 4.30% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 49.93 K | $2.95 M | -1.03% | 0.21% |
| LEADING EDGE FINANCIAL PLANNING LLC | 08/06/2026 | 43.76 K | $2.58 M | 9.79% | 0.19% |
| INSIGHT WEALTH STRATEGIES, LLC | 07/10/2026 | 39.05 K | $2.30 M | 3.94% | 0.17% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 07/23/2026 | 33.15 K | $1.96 M | 0.27% | 0.14% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 27.94 K | $1.65 M | -4.97% | 0.12% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 24.97 K | $1.47 M | -13.42% | 0.11% |
| INNOVA WEALTH PARTNERS | 07/15/2026 | 23.17 K | $1.37 M | 1.59% | 0.10% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 23.00 K | $1.36 M | -4.17% | 0.10% |
| SIERRA CAPITAL LLC | 08/14/2026 | 21.44 K | $1.27 M | 0.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 20.89 K | $1.23 M | 0.01% | 0.09% |
| HOWARD BAILEY SECURITIES, LLC | 08/10/2026 | 19.88 K | $1.17 M | -17.04% | 0.09% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 18.97 K | $1.12 M | -1.04% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 18.17 K | $1.07 M | -4.97% | 0.08% |
| XY PLANNING NETWORK, INC. | 07/15/2026 | 18.03 K | $1.06 M | 2.96% | 0.08% |
| WRIGHT WEALTH LLC | 07/29/2026 | 17.72 K | $1.05 M | -0.73% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 15.71 K | $927.91 K | -2.87% | 0.07% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 15.46 K | $912.72 K | 6.95% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 14.64 K | $864.55 K | -11.31% | 0.06% |
| BISON WEALTH, LLC | 07/07/2026 | 14.39 K | $854.49 K | -3.53% | 0.06% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 13.95 K | $826.72 K | -30.23% | 0.06% |
| ORBA WEALTH ADVISORS, L.L.C. | 07/24/2026 | 13.92 K | $822.16 K | -19.45% | 0.06% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 13.90 K | $820.80 K | 0.00% | 0.06% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 13.40 K | $791.10 K | -9.52% | 0.06% |
| QUOTIENT WEALTH PARTNERS, LLC | 08/03/2026 | 13.12 K | $774.68 K | -0.78% | 0.06% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 12.85 K | $758.48 K | 0.27% | 0.06% |
| FRONTIER ASSET MANAGEMENT, LLC | 08/06/2026 | 12.22 K | $721.36 K | -6.88% | 0.05% |
| NDWM LLC | 07/23/2026 | 11.85 K | $699.69 K | -0.83% | 0.05% |
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WisdomTree U.S. Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of WisdomTree U.S. Efficient Core Fund. The most heavily invested institutionals were:
HALBERT HARGROVE GLOBAL ADVISORS, LLC: 5.36 M
Wealthcare Advisory Partners LLC: 1.03 M
RATIONAL ADVISORS LLC: 735,041
Resources Investment Advisors, LLC.: 611,866
Cetera Investment Advisers: 554,125
Professional Financial Advisors, LLC: 518,200
52.79% of WisdomTree U.S. Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.62 M shares in the last 24 months. This purchase volume represents approximately $797.88 M in transactions.