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 | 01/23/2026 | 5.44 M | $298.23 M | -0.70% | 23.48% |
| CWM, LLC | 01/26/2026 | 1.38 M | $75.57 M | 0.80% | 5.90% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 932.70 K | $51.12 M | -0.92% | 4.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 702.67 K | $38.51 M | -0.18% | 3.03% |
| RATIONAL ADVISORS LLC | 02/10/2026 | 646.10 K | $35.41 M | -9.47% | 2.80% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 561.94 K | $30.80 M | 0.72% | 2.40% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 01/15/2026 | 488.33 K | $26.77 M | -1.03% | 2.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 477.70 K | $26.57 M | -0.42% | 2.06% |
| WJ INTERESTS, LLC | 01/26/2026 | 463.81 K | $25.42 M | -6.69% | 2.00% |
| 02/26/2026 | 428.52 K | $23.49 M | 100.00% | 1.85% | |
| LPL FINANCIAL LLC | 02/11/2026 | 335.03 K | $18.36 M | 4.56% | 1.45% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 243.25 K | $13.33 M | -1.24% | 1.05% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 184.14 K | $10.09 M | -2.10% | 0.79% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/17/2026 | 161.29 K | $8.84 M | 22.85% | 0.70% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 123.77 K | $6.78 M | -1.14% | 0.53% |
| BRAVIAS CAPITAL GROUP, LLC | 01/29/2026 | 104.85 K | $5.75 M | 9.10% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 82.80 K | $4.54 M | -0.76% | 0.35% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 80.58 K | $4.42 M | -0.27% | 0.35% |
| MORGAN STANLEY | 02/13/2026 | 79.60 K | $4.36 M | 14.27% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 68.22 K | $3.74 M | -78.77% | 0.29% |
| CIBC WORLD MARKETS CORP | 02/12/2026 | 64.47 K | $3.53 M | 100.00% | 0.28% |
| RHS FINANCIAL, LLC | 01/16/2026 | 52.41 K | $2.87 M | -2.57% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 51.04 K | $2.80 M | -1.68% | 0.22% |
| JPMORGAN CHASE & CO | 02/11/2026 | 49.40 K | $2.71 M | 256.99% | 0.21% |
| LEADING EDGE FINANCIAL PLANNING LLC | 01/21/2026 | 37.55 K | $2.06 M | 6.09% | 0.16% |
| INSIGHT WEALTH STRATEGIES, LLC | 01/02/2026 | 36.58 K | $2.00 M | 9.02% | 0.16% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 02/03/2026 | 32.96 K | $1.81 M | 0.30% | 0.14% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 27.70 K | $1.52 M | -3.15% | 0.12% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 27.49 K | $1.51 M | 3.19% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 26.33 K | $1.44 M | 76.58% | 0.11% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 25.00 K | $1.37 M | -3.85% | 0.11% |
| HOWARD BAILEY SECURITIES, LLC | 02/11/2026 | 24.08 K | $1.32 M | -90.64% | 0.10% |
| 02/13/2026 | 23.37 K | $1.28 M | 100.00% | 0.10% | |
| INNOVA WEALTH PARTNERS | 01/07/2026 | 23.03 K | $1.26 M | 0.97% | 0.10% |
| ACCURATE WEALTH MANAGEMENT, LLC | 01/14/2026 | 21.97 K | $1.22 M | -3.69% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.33 K | $1.17 M | -0.37% | 0.09% |
| SIERRA CAPITAL LLC | 02/18/2026 | 21.44 K | $1.18 M | 0.00% | 0.09% |
| ORBA WEALTH ADVISORS, L.L.C. | 02/05/2026 | 20.57 K | $1.13 M | -11.83% | 0.09% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 20.07 K | $1.10 M | -0.50% | 0.09% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 18.32 K | $1.00 M | 1.08% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 17.67 K | $968.47 K | 0.30% | 0.08% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 16.50 K | $904.10 K | -2.97% | 0.07% |
| ACT ADVISORS, LLC. | 01/14/2026 | 16.11 K | $882.90 K | -2.96% | 0.07% |
| BISON WEALTH, LLC | 03/24/2026 | 15.75 K | $809.60 K | 100.00% | 0.07% |
| OREGON PACIFIC WEALTH MANAGEMENT, LLC | 01/16/2026 | 15.03 K | $824.01 K | -5.68% | 0.06% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 14.71 K | $806.18 K | -4.68% | 0.06% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 13.90 K | $761.86 K | 5.30% | 0.06% |
| MARINER, LLC | 02/13/2026 | 13.48 K | $738.56 K | 100.00% | 0.06% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 12.77 K | $700.11 K | 0.30% | 0.06% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 12.42 K | $680.48 K | 3.47% | 0.05% |
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WisdomTree U.S. Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 125 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: 5.42 M
Wealthcare Advisory Partners LLC: 988,091
Professional Financial Advisors, LLC: 508,357
WJ Interests, LLC: 494,002
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 323,446
Kestra Advisory Services, LLC: 134,234
60.36% of WisdomTree U.S. Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.30 M shares in the last 24 months. This purchase volume represents approximately $780.66 M in transactions.