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WisdomTree US Efficient Core Fund
NTSX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Halbert Hargrove Global Advisors
1
Halbert Hargrove Global Advisors
California
USD 316 M -USD 3.48 M -60,631 -1%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
USD 60.9 M +USD 2.51 M +43,624 +4%
Rational Advisors
3
Rational Advisors
New York
USD 43.4 M -USD 32.3 M -561,532 -43%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
USD 36.1 M +USD 108 k +1,886 +0.3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 32.7 M -USD 553 k -9,633 -2%
PFA
6
Professional Financial Advisors
Nebraska
USD 30.6 M +USD 565 k +9,843 +2%
4PL
7
46 Peaks LLC
Pennsylvania
USD 22.8 M -USD 3.24 M -56,451 -13%
LPL Financial
8
LPL Financial
California
USD 22.5 M +USD 1.71 M +29,783 +8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 19.4 M +USD 248 k +4,309 +1%
AQR Capital Management
10
AQR Capital Management
Connecticut
USD 14.4 M -USD 542 k -9,438 -4%
WI
11
WJ Interests
Texas
USD 11.4 M -USD 17.3 M -301,213 -61%
Perennial Investment Advisors
12
Perennial Investment Advisors
California
USD 9.5 M +USD 49.8 k +867 +0.5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
USD 9.02 M -USD 370 k -6,445 -4%
Kestra Advisory Services
14
Kestra Advisory Services
Texas
USD 7.63 M -USD 289 k -5,035 -4%
FA
15
Fermata Advisors
California
USD 6.95 M -USD 105 k -1,822 -2%
Regions Financial Corp
16
Regions Financial Corp
Alabama
USD 5.68 M +USD 5.26 M +91,492 +1,978%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 5.42 M +USD 1.27 M +22,049 +31%
BCG
18
Bravias Capital Group
New Jersey
USD 5.22 M +USD 147 k +2,557 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 4.92 M +USD 439 k +7,646 +10%
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 4.77 M -USD 232 k -4,034 -5%
Morgan Stanley
21
Morgan Stanley
New York
USD 4.16 M +USD 37.1 k +645 +0.9%
CIBC Bancorp USA
22
CIBC Bancorp USA
Illinois
USD 3.8 M +USD 498 k +8,668 +16%
RF
23
RHS Financial
California
USD 3.1 M +USD 124 k +2,165 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 2.95 M -USD 30 k -522 -1%
LEFP
25
Leading Edge Financial Planning
Tennessee
USD 2.58 M +USD 224 k +3,902 +10%
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