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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$997K
MML Investors Services
27
MML Investors Services
Massachusetts
$970K +$234K +6,733 +27%
BWM
28
BlackDiamond Wealth Management
New York
$960K -$117K -3,357 -10%
HA
29
Herold Advisors
New York
$935K -$5.57K -160 -0.5%
IWS
30
Insight Wealth Strategies
California
$906K
T
31
TRUADVICE
Florida
$820K -$31.6K -907 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$814K +$70.3K +2,020 +8%
GWAG
33
Garrett Wealth Advisory Group
Texas
$797K -$33.1K -950 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$724K -$9.36K -269 -1%
Stifel Financial
35
Stifel Financial
Missouri
$649K
IWP
36
Innova Wealth Partners
Pennsylvania
$629K -$165K -4,753 -19%
PFS
37
Prospera Financial Services
Texas
$586K -$97.9K -2,814 -13%
AWS
38
Atria Wealth Solutions
New York
$516K +$587K +16,874 New
Truist Financial
39
Truist Financial
North Carolina
$460K -$2.37M -68,229 -82%
KAS
40
Kestra Advisory Services
Texas
$457K +$99.8K +2,867 +24%
PAG
41
Private Advisor Group
New Jersey
$445K +$7.97K +229 +2%
FAIM
42
Financial Advocates Investment Management
Washington
$397K +$451K +12,966 New
WCP
43
Wick Capital Partners
Pennsylvania
$386K -$130K -3,728 -23%
PWM
44
Perigon Wealth Management
California
$381K -$67.8K -1,949 -14%
CAN
45
Claraphi Advisory Network
United States
$327K -$90.2K -2,591 -19%
FFG
46
Ford Financial Group
California
$326K -$132K -3,784 -26%
IA
47
IFP Advisors
Florida
$317K +$21.1K +605 +5%
FHA
48
Flagship Harbor Advisors
Massachusetts
$300K
AW
49
Avion Wealth
Texas
$299K +$341K +9,783 New
Citadel Advisors
50
Citadel Advisors
Florida
$247K -$1.3M -37,302 -82%