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% | 23.38% |
| CWM, LLC | 05/14/2026 | 1.41 M | $73.56 M | 2.31% | 6.09% |
| RATIONAL ADVISORS LLC | 05/07/2026 | 1.30 M | $69.33 M | 100.68% | 5.59% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 988.09 K | $51.53 M | 5.94% | 4.26% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 609.98 K | $31.81 M | -13.19% | 2.63% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 563.76 K | $29.40 M | 0.32% | 2.43% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 04/13/2026 | 508.36 K | $26.51 M | 4.10% | 2.19% |
| WJ INTERESTS, LLC | 04/21/2026 | 494.00 K | $25.76 M | 6.51% | 2.13% |
| 05/01/2026 | 442.99 K | $23.10 M | 3.38% | 1.91% | |
| LPL FINANCIAL LLC | 05/06/2026 | 350.98 K | $18.30 M | 4.76% | 1.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 323.45 K | $17.01 M | -32.29% | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 253.85 K | $13.24 M | 4.36% | 1.10% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 160.61 K | $8.38 M | -0.42% | 0.69% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 159.26 K | $8.31 M | -13.51% | 0.69% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 134.23 K | $7.00 M | 62.12% | 0.58% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 119.50 K | $6.23 M | -3.45% | 0.52% |
| BRAVIAS CAPITAL GROUP, LLC | 04/28/2026 | 85.90 K | $4.48 M | -18.07% | 0.37% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 84.86 K | $4.43 M | 5.31% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 75.76 K | $3.95 M | 11.05% | 0.33% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 74.81 K | $3.90 M | 100.00% | 0.32% |
| JPMORGAN CHASE & CO | 05/13/2026 | 70.14 K | $3.56 M | 41.98% | 0.30% |
| MORGAN STANLEY | 05/15/2026 | 69.75 K | $3.64 M | -12.38% | 0.30% |
| 05/12/2026 | 55.76 K | $2.91 M | 100.00% | 0.24% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 50.46 K | $2.63 M | -1.13% | 0.22% |
| RHS FINANCIAL, LLC | 04/28/2026 | 50.35 K | $2.63 M | -3.93% | 0.22% |
| LEADING EDGE FINANCIAL PLANNING LLC | 05/12/2026 | 39.85 K | $2.08 M | 6.14% | 0.17% |
| INSIGHT WEALTH STRATEGIES, LLC | 04/10/2026 | 37.57 K | $1.96 M | 2.71% | 0.16% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 04/21/2026 | 33.06 K | $1.72 M | 0.29% | 0.14% |
| 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% | 0.12% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 24.00 K | $1.25 M | -4.00% | 0.10% |
| HOWARD BAILEY SECURITIES, LLC | 04/23/2026 | 23.97 K | $1.25 M | -0.46% | 0.10% |
| 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% | 0.09% |
| 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% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 19.12 K | $997.16 K | 8.22% | 0.08% |
| 05/15/2026 | 17.85 K | $930.83 K | -23.61% | 0.08% | |
| XY PLANNING NETWORK, INC. | 04/14/2026 | 17.52 K | $916.91 K | 100.00% | 0.08% |
| ORBA WEALTH ADVISORS, L.L.C. | 04/28/2026 | 17.28 K | $901.36 K | -15.97% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 16.51 K | $860.89 K | -37.31% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.18 K | $843.74 K | 100.00% | 0.07% |
| ACT ADVISORS, LLC. | 04/14/2026 | 15.68 K | $817.72 K | -2.66% | 0.07% |
| BISON WEALTH, LLC | 05/15/2026 | 14.92 K | $875.09 K | -5.29% | 0.06% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 14.81 K | $772.18 K | -19.17% | 0.06% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 14.73 K | $768.35 K | 0.16% | 0.06% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 14.45 K | $753.74 K | 16.42% | 0.06% |
| 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% |
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WisdomTree U.S. Efficient Core Fund institutional Ownership - FAQ's
During the previous two years, 130 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
Professional Financial Advisors, LLC: 518,200
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 327,755
WJ Interests, LLC: 192,789
63.14% of WisdomTree U.S. Efficient Core Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.10 M shares in the last 24 months. This purchase volume represents approximately $769.84 M in transactions.