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 | 04/17/2026 | 5.42 M | $282.50 M | -0.44% | 25.44% |
| CWM, LLC | 05/14/2026 | 1.41 M | $73.56 M | 2.31% | 6.36% |
| RATIONAL ADVISORS LLC | 05/07/2026 | 1.30 M | $69.33 M | 100.68% | 5.85% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 988.09 K | $51.53 M | 5.94% | 4.64% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 609.98 K | $31.81 M | -13.19% | 2.75% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 563.76 K | $29.40 M | 0.32% | 2.54% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 04/13/2026 | 508.36 K | $26.51 M | 4.10% | 2.39% |
| WJ INTERESTS, LLC | 04/21/2026 | 494.00 K | $25.76 M | 6.51% | 2.32% |
| 05/01/2026 | 442.99 K | $23.10 M | 3.38% | 2.00% | |
| LPL FINANCIAL LLC | 05/06/2026 | 350.98 K | $18.30 M | 4.76% | 1.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 323.45 K | $17.01 M | -32.29% | 1.52% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 253.85 K | $13.24 M | 4.36% | 1.14% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 160.61 K | $8.38 M | -0.42% | 0.72% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 159.26 K | $8.31 M | -13.51% | 0.72% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 134.23 K | $7.00 M | 62.12% | 0.61% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 119.50 K | $6.23 M | -3.45% | 0.56% |
| BRAVIAS CAPITAL GROUP, LLC | 04/28/2026 | 85.90 K | $4.48 M | -18.07% | 0.39% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 84.86 K | $4.43 M | 5.31% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 75.76 K | $3.95 M | 11.05% | 0.34% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 74.81 K | $3.90 M | 100.00% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 70.14 K | $3.56 M | 41.98% | 0.32% |
| MORGAN STANLEY | 05/15/2026 | 69.75 K | $3.64 M | -12.38% | 0.31% |
| 05/12/2026 | 55.76 K | $2.91 M | 100.00% | 0.25% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 50.46 K | $2.63 M | -1.13% | 0.23% |
| RHS FINANCIAL, LLC | 04/28/2026 | 50.35 K | $2.63 M | -3.93% | 0.23% |
| LEADING EDGE FINANCIAL PLANNING LLC | 05/12/2026 | 39.85 K | $2.08 M | 6.14% | 0.18% |
| INSIGHT WEALTH STRATEGIES, LLC | 04/10/2026 | 37.57 K | $1.96 M | 2.71% | 0.18% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 04/21/2026 | 33.06 K | $1.72 M | 0.29% | 0.16% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 29.40 K | $1.53 M | 6.96% | 0.13% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 28.84 K | $1.50 M | 4.12% | 0.13% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 24.00 K | $1.25 M | -4.00% | 0.11% |
| HOWARD BAILEY SECURITIES, LLC | 04/23/2026 | 23.97 K | $1.25 M | -0.46% | 0.11% |
| INNOVA WEALTH PARTNERS | 04/24/2026 | 22.81 K | $1.19 M | -0.97% | 0.10% |
| SIERRA CAPITAL LLC | 05/15/2026 | 21.44 K | $1.12 M | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 20.89 K | $1.09 M | -2.10% | 0.09% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 20.00 K | $1.08 M | -9.00% | 0.09% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 19.17 K | $999.82 K | -4.46% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 19.12 K | $997.16 K | 8.22% | 0.09% |
| XY PLANNING NETWORK, INC. | 04/14/2026 | 17.52 K | $916.91 K | 100.00% | 0.08% |
| 05/15/2026 | 17.85 K | $930.83 K | -23.61% | 0.08% | |
| ORBA WEALTH ADVISORS, L.L.C. | 04/28/2026 | 17.28 K | $901.36 K | -15.97% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 16.51 K | $860.89 K | -37.31% | 0.07% |
| ACT ADVISORS, LLC. | 04/14/2026 | 15.68 K | $817.72 K | -2.66% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.18 K | $843.74 K | 100.00% | 0.07% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 14.45 K | $753.74 K | 16.42% | 0.07% |
| BISON WEALTH, LLC | 05/15/2026 | 14.92 K | $875.09 K | -5.29% | 0.07% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 14.81 K | $772.18 K | -19.17% | 0.07% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 14.73 K | $768.35 K | 0.16% | 0.07% |
| REAP FINANCIAL GROUP, LLC | 05/11/2026 | 14.13 K | $736.62 K | -14.37% | 0.06% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 13.90 K | $724.89 K | 0.00% | 0.06% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree U.S. Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 128 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
CWM, LLC: 1.41 M
RATIONAL ADVISORS LLC: 1.3 M
Wealthcare Advisory Partners LLC: 988,091
Resources Investment Advisors, LLC.: 609,980
Cetera Investment Advisers: 563,758
68.73% of WisdomTree U.S. Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.96 M shares in the last 24 months. This purchase volume represents approximately $816.78 M in transactions.