WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.32% | 6.63% | #3 | $146.0M | 3.1M | $137.3M | 3.1M | +13,349+0.43% | Add | |
| SYM FINANCIAL Corp | 9.23% | 10.73% | #1 | $114.8M | 2.5M | $107.4M | 2.4M | +21,654+0.89% | Add | |
| OneDigital Investment Advisors LLC | 0.2% | 0.22% | #9 | $23.5M | 505,034 | $22.3M | 505,718 | -684-0.14% | Reduce | |
| Wealthcare Advisory Partners LLC | 0.27% | 0.25% | #7 | $14.4M | 309,093 | $13.1M | 297,439 | +11,654+3.92% | Add | |
| WJ Interests, LLC | 5.52% | 11.61% | #4 | $14.3M | 307,311 | $30.2M | 686,660 | -379,349-55.25% | Reduce | |
| 46 Peaks LLC | 8.07% | 9.02% | #2 | $12.8M | 275,260 | $12.4M | 281,364 | -6,104-2.17% | Reduce | |
| Professional Financial Advisors, LLC | 2.08% | 2.13% | #5 | $12.0M | 258,504 | $10.5M | 237,783 | +20,721+8.71% | Add | |
| MATHER GROUP, LLC. | 0.08% | 0.03% | #10 | $9.0M | 193,379 | $3.1M | 70,109 | +123,270+175.83% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #22 | $3.7M | 80,359 | $3.2M | 71,869 | +8,490+11.81% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #26 | $3.6M | 77,473 | $2.7M | 64,219 | +13,254+20.64% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #25 | $3.2M | 68,347 | $5.2M | 117,341 | -48,994-41.75% | Reduce | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #20 | $3.2M | 67,887 | $2.7M | 61,895 | +5,992+9.68% | Add | |
| REGIONS FINANCIAL CORP | 0.01% | — | #16 | $2.4M | 51,958 | $0 | 0 | +51,958 | New Buy | |
| Fermata Advisors, LLC | 0.49% | 0.53% | #6 | $2.4M | 51,793 | $2.3M | 53,236 | -1,443-2.71% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #19 | $1.6M | 33,639 | $1.3M | 29,700 | +3,939+13.26% | Add | |
| CITADEL ADVISORS LLC | <0.01% | — | #28 | $1.4M | 29,598 | $0 | 0 | +29,598 | New Buy | |
| Leading Edge Financial Planning LLC | 0.23% | 0.23% | #8 | $1.3M | 27,194 | $1.1M | 24,298 | +2,896+11.92% | Add | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #18 | $1.2M | 25,709 | $1.2M | 26,348 | -639-2.43% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #30 | $1.1M | 22,990 | $1.3M | 28,813 | -5,823-20.21% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #21 | $872,930 | 18,732 | $830,970 | 18,881 | -149-0.79% | Reduce | |
| WealthPlan Investment Management, LLC | 0.04% | 0.05% | #12 | $726,233 | 15,584 | $879,303 | 19,980 | -4,396-22.00% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #34 | $587,812 | 12,614 | $5.5M | 123,964 | -111,350-89.82% | Reduce | |
| Avion Wealth | 0.07% | 0.08% | #11 | $393,164 | 8,437 | $371,000 | 8,437 | 00.00% | Unchanged | |
| SteelPeak Wealth, LLC | 0.01% | 0.01% | #17 | $309,334 | 6,638 | $273,728 | 6,220 | +418+6.72% | Add | |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.03% | — | #13 | $240,596 | 5,163 | $0 | 0 | +5,163 | New Buy | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #23 | $227,361 | 4,879 | $244,520 | 5,556 | -677-12.19% | Reduce | |
| Inspire Advisors, LLC | 0.01% | 0.02% | #15 | $216,364 | 4,643 | $209,972 | 4,771 | -128-2.68% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #32 | $144,397 | 3,099 | $59,828 | 1,359 | +1,740+128.04% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | — | #24 | $99,865 | 2,143 | $0 | 0 | +2,143 | New Buy | |
| Triumph Capital Management | 0.02% | 0.02% | #14 | $84,346 | 1,810 | $73,761 | 1,676 | +134+8.00% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #37 | $48,000 | 1,037 | $46,000 | 1,037 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #38 | $45,750 | 981 | $140,477 | 3,286 | -2,305-70.15% | Reduce | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | <0.01% | <0.01% | #33 | $14,726 | 316 | $13,907 | 316 | 00.00% | Unchanged | |
| HANTZ FINANCIAL SERVICES, INC. | <0.01% | <0.01% | #29 | $7,456 | 160 | $7,000 | 160 | 00.00% | Unchanged | |
| Larson Financial Group LLC | <0.01% | <0.01% | #31 | $3,309 | 71 | $3,125 | 71 | 00.00% | Unchanged | |
| Allworth Financial LP | <0.01% | — | #36 | $2,843 | 61 | $0 | 0 | +61 | New Buy | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #35 | $2,330 | 50 | $6,958 | 156 | -106-67.95% | Reduce | |
| FIDUCIARY FINANCIAL ADVISORS | <0.01% | — | #27 | $1,817 | 40 | $0 | 0 | +40 | New Buy | |
| FMR LLC | <0.01% | <0.01% | #40 | $1,212 | 26 | $132 | 3 | +23+766.67% | Add | |
| Strategic Wealth Partners, Ltd. | <0.01% | <0.01% | #39 | $36 | 1 | $34 | 1 | 00.00% | Unchanged |