Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y790US EFFICIENT CORNTSXQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
24.5%
Max % of class reported
Institutional Holders
105
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Mar 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 12, 2026 | Halbert Hargrove Global Advisors, LLC | 13G | 24.5% | 5.70M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Halbert Hargrove Global Advisors, LLC | 5.42M | $282.50M |
| 2 | Cwm, LLC | 1.41M | $73.56M |
| 3 | Rational Advisors, Inc. | 1.30M | $69.33M |
| 4 | Wealthcare Advisory Partners LLC | 988.1K | $51.53M |
| 5 | Onedigital Investment Advisors LLC | 610.0K | $31.81M |
| 6 | Cetera Investment Advisers | 563.8K | $29.40M |
| 7 | Professional Financial Advisors, LLC | 508.4K | $26.51M |
| 8 | Wj Interests, LLC | 494.0K | $25.76M |
| 9 | 46 Peaks LLC | 443.0K | $23.10M |
| 10 | Lpl Financial LLC | 351.0K | $18.30M |