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WisdomTree US Efficient Core Fund
NTSX
NTSX
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| $418K | -$319K | -9,167 | -45% |
|
27
Creative Planning
Overland Park,
Kansas
| $227K | +$216K | +6,212 | New |
|
|
OIA
28
Optimum Investment Advisors
Chicago,
Illinois
| $197K | +$15.9K | +457 | +9% |
|
29
Morgan Stanley
New York
| $142K | +$135K | +3,871 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $107K | +$88.4K | +2,541 | +655% |
|
31
JP Morgan Chase
New York
| $37K | +$34.8K | +1,000 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $22K | +$21K | +603 | New |
|
33
Wells Fargo
San Francisco,
California
| $4K | +$3.48K | +100 | New |
|
|
CPWM
34
Cypress Point Wealth Management
Dallas,
Texas
| $4K | +$3.93K | +113 | New |
|
|
VWM
35
Venturi Wealth Management
Austin,
Texas
| – | -$2.66M | -80,000 | Closed |
|
|
GRP
36
Global Retirement Partners
San Rafael,
California
| – | -$716K | -21,500 | Closed |
|
|
PFGIA
37
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$86K | -2,578 | Closed |
|