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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BlackDiamond Wealth Management
New York
$1.28M +$179K +5,007 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.24M -$24.4K -685 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.17M +$45.1K +1,264 +4%
HA
29
Herold Advisors
New York
$1M -$1.78K -50 -0.2%
IWS
30
Insight Wealth Strategies
California
$974K -$24.5K -686 -3%
AWS
31
Atria Wealth Solutions
New York
$952K +$106K +2,959 +13%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$930K -$357K -10,015 -29%
Stifel Financial
33
Stifel Financial
Missouri
$925K +$1.32K +37 +0.1%
T
34
TRUADVICE
Florida
$855K -$86K -2,412 -9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$836K -$39.9K -1,119 -5%
IWP
36
Innova Wealth Partners
Pennsylvania
$736K +$16.5K +462 +2%
FAIM
37
Financial Advocates Investment Management
Washington
$725K +$40.4K +1,133 +6%
EF
38
Empirical Finance
Pennsylvania
$669K +$36 +1 +0%
AA
39
ACT Advisors
North Carolina
$561K -$6.31K -177 -1%
PFS
40
Prospera Financial Services
Texas
$543K -$71K -1,990 -12%
WWM
41
Western Wealth Management
Colorado
$537K -$30K -842 -5%
SF
42
Safeguard Financial
Wisconsin
$395K +$56.1K +1,574 +17%
AW
43
Avion Wealth
Texas
$362K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$351K -$114K -3,190 -25%
TC
45
TownSquare Capital
Utah
$315K +$303K +8,491 New
FHA
46
Flagship Harbor Advisors
Massachusetts
$273K
CA
47
Cetera Advisors
Colorado
$255K -$99.5K -2,789 -29%
PWM
48
Perigon Wealth Management
California
$250K -$3.89K -109 -2%
Morgan Stanley
49
Morgan Stanley
New York
$142K
PTC
50
Private Trust Company
Ohio
$116K -$2.46K -69 -2%