We are live on ! Find out more
NTSX icon

WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$316M -$3.48M -60,631 -1%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$60.9M +$2.51M +43,624 +4%
RA
3
Rational Advisors
New York
$43.4M -$32.3M -561,532 -43%
OIA
4
OneDigital Investment Advisors
Kansas
$36.1M +$108K +1,886 +0.3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$32.7M -$553K -9,633 -2%
PFA
6
Professional Financial Advisors
Nebraska
$30.6M +$565K +9,843 +2%
4PL
7
46 Peaks LLC
Pennsylvania
$22.8M -$3.24M -56,451 -13%
LPL Financial
8
LPL Financial
California
$22.5M +$1.71M +29,783 +8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$19.4M +$248K +4,309 +1%
AQR Capital Management
10
AQR Capital Management
Connecticut
$14.4M -$542K -9,438 -4%
WI
11
WJ Interests
Texas
$11.4M -$17.3M -301,213 -61%
PIA
12
Perennial Investment Advisors
California
$9.53M +$49.8K +867 +0.5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$9.02M -$370K -6,445 -4%
KAS
14
Kestra Advisory Services
Texas
$7.63M -$289K -5,035 -4%
FA
15
Fermata Advisors
California
$6.95M -$105K -1,822 -2%
RFC
16
Regions Financial Corp
Alabama
$5.68M +$5.26M +91,492 +1,978%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.42M +$1.27M +22,049 +31%
BCG
18
Bravias Capital Group
New Jersey
$5.22M +$147K +2,557 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.92M +$439K +7,646 +10%
PAG
20
Private Advisor Group
New Jersey
$4.77M -$232K -4,034 -5%
Morgan Stanley
21
Morgan Stanley
New York
$4.16M +$37.1K +645 +0.9%
CBU
22
CIBC Bancorp USA
Illinois
$3.8M +$498K +8,668 +16%
RF
23
RHS Financial
California
$3.1M +$124K +2,165 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.95M -$30K -522 -1%
LEFP
25
Leading Edge Financial Planning
Tennessee
$2.58M +$224K +3,902 +10%