# WISDOMTREE TR US EFFIC CORE FD

WISDOMTREE TR US EFFIC CORE FD is a security (CUSIP 97717Y790) tracked across SEC portfolio filings. 112 institutional managers reported $780.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: US EFFIC CORE FD
- CUSIP: 97717Y790
- 13F holders: 112
- 13F value: $780.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 112 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://search.stillhousedata.com/firm/105515) | LONG BEACH, CA | $316.3M | 5,356,465 |
| CWM, LLC | OMAHA, NE | $73.6M | 1,410,617 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $60.9M | 1,031,715 |
| [RATIONAL ADVISORS, INC.](https://search.stillhousedata.com/firm/111452) | San Juan, PR | $43.4M | 735,041 |
| [OneDigital Investment Advisors LLC](https://search.stillhousedata.com/firm/106766) | OVERLAND PARK, KS | $31.8M | 609,980 |
| [Professional Financial Advisors, LLC](https://search.stillhousedata.com/firm/173719) | NORTH PLATTE, NE | $30.6M | 518,200 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $29.4M | 563,758 |
| [46 Peaks LLC](https://search.stillhousedata.com/firm/306902) | NEWTOWN, PA | $22.8M | 386,537 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $19.4M | 327,755 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $18.3M | 350,975 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $13.2M | 253,846 |
| WJ Interests, LLC | SUGAR LAND, TX | $11.4M | 192,789 |
| [Perennial Investment Advisors, LLC](https://search.stillhousedata.com/firm/286477) | Los Angeles, CA | $8.4M | 160,605 |
| BNP PARIBAS ARBITRAGE, SNC | PARIS, I0 | $8.3M | 159,259 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $7.6M | 129,199 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y790.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.