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WisdomTree Efficient Gold Plus Equity Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Triton Wealth Management
Arizona
$856K +$744K +14,701 New
MWML
27
M Wealth Management LLC
California
$853K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$785K -$135K -2,663 -16%
ACA
29
Aspire Capital Advisors
Washington
$752K +$663K +13,105 New
Brown Advisory
30
Brown Advisory
Maryland
$728K +$17.3K +342 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$683K +$602K +11,899 New
EFG
32
Elm3 Financial Group
Georgia
$637K +$11.8K +234 +2%
Bank of America
33
Bank of America
North Carolina
$594K +$524K +10,354 New
Morgan Stanley
34
Morgan Stanley
New York
$536K +$472K +9,332 New
RWA
35
Redhawk Wealth Advisors
Minnesota
$472K +$416K +8,221 New
Raymond James Financial
36
Raymond James Financial
Florida
$469K +$413K +8,164 New
HF
37
HRT Financial
New York
$428K +$377K +7,458 New
AW
38
Avion Wealth
Texas
$408K +$198K +3,913 +122%
OAS
39
Optivise Advisory Services
Tennessee
$359K +$317K +6,257 New
Jane Street
40
Jane Street
New York
$315K -$1.5M -29,735 -84%
TFG
41
Team Financial Group
California
$298K +$263K +5,190 New
KWM
42
Kingsview Wealth Management
Oregon
$281K +$247K +4,888 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$254K +$216K +4,278 New
PFS
44
Prospera Financial Services
Texas
$252K +$222K +4,386 New
NA
45
NewEdge Advisors
Louisiana
$235K +$189K +3,736 +1,026%
JP Morgan Chase
46
JP Morgan Chase
New York
$221K +$195K +3,857 New
NWMP
47
Noble Wealth Management PBC
Colorado
$204K +$180K +3,550 New
KLI
48
Kelman-Lazarov Inc
Tennessee
$201K +$177K +3,498 New
GWM
49
Geneos Wealth Management
Colorado
$189K +$167K +3,291 New
AWM
50
AE Wealth Management
Kansas
$112K +$99.1K +1,958 New