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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$1.23M -$1.38M -42,202 -53%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.07M +$38.6K +1,181 +4%
LEFP
28
Leading Edge Financial Planning
Tennessee
$1.03M +$1.04M +31,817 New
FFG
29
Ford Financial Group
California
$995K +$654K +19,998 +187%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$991K -$68.2K -2,085 -6%
BWM
31
BlackDiamond Wealth Management
New York
$984K -$196 -6 -0%
HA
32
Herold Advisors
New York
$975K -$18.3K -560 -2%
IWS
33
Insight Wealth Strategies
California
$848K -$33.4K -1,021 -4%
T
34
TRUADVICE
Florida
$848K -$9.09K -278 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$841K +$73.7K +2,254 +10%
PFS
36
Prospera Financial Services
Texas
$829K +$208K +6,376 +33%
Stifel Financial
37
Stifel Financial
Missouri
$808K +$121K +3,700 +17%
KAS
38
Kestra Advisory Services
Texas
$653K +$170K +5,187 +35%
WWM
39
Western Wealth Management
Colorado
$562K -$703K -21,506 -55%
AWS
40
Atria Wealth Solutions
New York
$536K -$11.9K -365 -2%
FAIM
41
Financial Advocates Investment Management
Washington
$524K +$104K +3,183 +25%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$503K -$937K -28,662 -65%
FA
43
Fiducient Advisors
Illinois
$492K +$496K +15,167 New
CAN
44
Claraphi Advisory Network
United States
$423K +$76.2K +2,331 +22%
Truist Financial
45
Truist Financial
North Carolina
$384K -$104K -3,175 -21%
CA
46
Cetera Advisors
Colorado
$347K -$2.93M -89,538 -89%
AW
47
Avion Wealth
Texas
$299K
IWP
48
Innova Wealth Partners
Pennsylvania
$287K -$383K -11,711 -57%
FHA
49
Flagship Harbor Advisors
Massachusetts
$286K -$32.7K -1,000 -10%
PWM
50
Perigon Wealth Management
California
$285K -$120K -3,661 -29%