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WisdomTree Efficient Gold Plus Equity Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$66.1M -$113M -2,242,178 -66%
ABWM
2
Alpine Bank Wealth Management
Colorado
$44.7M +$5.66M +111,952 +17%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.5M +$11M +218,257 New
LPL Financial
4
LPL Financial
California
$10.7M +$4.92M +97,332 +110%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.32M +$8.22M +162,436 New
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$8.91M -$461K -9,102 -6%
SWM
7
Stapp Wealth Management
Washington
$7.95M +$54.2K +1,071 +0.8%
MA
8
McGrath & Associates
North Carolina
$6.37M +$475K +9,382 +9%
MPW
9
Magnolia Private Wealth
Pennsylvania
$5.72M +$1.22M +24,177 +27%
HBS
10
Howard Bailey Securities
Indiana
$5.29M +$4.66M +92,183 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.61M +$2.91M +57,555 +1,068%
VC
12
Vicus Capital
Pennsylvania
$3.59M +$3.16M +62,524 New
Ameriprise
13
Ameriprise
Minnesota
$3.11M +$2.74M +54,154 New
GVAG
14
Great Valley Advisor Group
Delaware
$3.03M +$2.67M +52,769 New
OC
15
Optima Capital
Oregon
$2.66M +$2.34M +46,310 New
Osaic Holdings
16
Osaic Holdings
Arizona
$2.65M +$2.47M +48,767 +1,545%
FA
17
Fermata Advisors
California
$1.97M -$1.82K -36 -0.1%
SWM
18
SFG Wealth Management
Maryland
$1.96M +$1.73M +34,094 New
SA
19
Sanctuary Advisors
Indiana
$1.52M +$566K +11,178 +73%
AI
20
Atria Investments
North Carolina
$1.43M +$497K +9,822 +65%
EC
21
Elequin Capital
New York
$1.38M +$1.21M +23,982 New
SIG
22
Spinnaker Investment Group
California
$1.25M +$1.1M +21,826 New
LAS
23
LWM Advisory Services
Florida
$1.16M +$1.02M +20,192 New
WAM
24
Worth Asset Management
Texas
$1.06M -$39K -771 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$913K +$9.06K +179 +1%