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WisdomTree Efficient Gold Plus Equity Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aspire Capital Advisors
Washington
$1.57M +$743K +12,384 +94%
Jane Street
27
Jane Street
New York
$1.5M +$1.13M +18,791 +343%
LAS
28
LWM Advisory Services
Florida
$1.24M
Bank of America
29
Bank of America
North Carolina
$1.24M +$588K +9,806 +95%
WAM
30
Worth Asset Management
Texas
$1.14M +$3.36K +56 +0.3%
MWML
31
M Wealth Management LLC
California
$885K -$30K -500 -3%
XPN
32
XY Planning Network
Montana
$848K +$825K +13,755 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$835K -$7.32K -122 -0.9%
Brown Advisory
34
Brown Advisory
Maryland
$788K +$7.2K +120 +0.9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$788K -$187K -3,110 -20%
KWM
36
Kingsview Wealth Management
Oregon
$753K +$440K +7,337 +150%
EFG
37
Elm3 Financial Group
Georgia
$724K +$38.4K +640 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$704K +$454K +7,573 +196%
SW
39
SteelPeak Wealth
California
$527K +$513K +8,557 New
RWA
40
Redhawk Wealth Advisors
Minnesota
$500K -$6.06K -101 -1%
HBS
41
Howard Bailey Securities
Indiana
$495K -$5.05M -84,150 -91%
AW
42
Avion Wealth
Texas
$474K +$35.2K +586 +8%
OAS
43
Optivise Advisory Services
Tennessee
$444K +$57.4K +956 +15%
Cerity Partners
44
Cerity Partners
New York
$332K +$323K +5,390 New
PFS
45
Prospera Financial Services
Texas
$332K +$60.1K +1,001 +23%
NA
46
NewEdge Advisors
Louisiana
$251K -$1.44K -24 -0.6%
UBS Group
47
UBS Group
Switzerland
$239K +$230K +3,832 +9,826%
GWM
48
Geneos Wealth Management
Colorado
$233K +$29.3K +488 +15%
KLI
49
Kelman-Lazarov Inc
Tennessee
$216K
NWMP
50
Noble Wealth Management PBC
Colorado
$214K -$4.2K -70 -2%