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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.94M +$203K +5,562 +13%
LEFP
27
Leading Edge Financial Planning
Tennessee
$1.83M -$142K -3,905 -8%
BWM
28
BlackDiamond Wealth Management
New York
$1.44M +$438 +12 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M +$82.1K +2,250 +7%
BAM
30
Belpointe Asset Management
Nevada
$1.23M +$1.14M +31,272 New
IWS
31
Insight Wealth Strategies
California
$1.15M +$47.9K +1,314 +5%
SS
32
Sunbelt Securities
Texas
$1.14M -$232K -6,365 -18%
AWS
33
Atria Wealth Solutions
New York
$1.09M +$98.9K +2,711 +11%
HA
34
Herold Advisors
New York
$1.07M
Stifel Financial
35
Stifel Financial
Missouri
$989K +$8.1K +222 +0.9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$958K +$889K +24,386 New
VWM
37
Venturi Wealth Management
Texas
$943K +$875K +24,000 New
IWM
38
IHT Wealth Management
Illinois
$928K +$861K +23,616 New
FAIM
39
Financial Advocates Investment Management
Washington
$886K +$92.4K +2,535 +13%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$847K -$34.6K -948 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$840K -$275K -7,553 -26%
IWP
42
Innova Wealth Partners
Pennsylvania
$756K -$21.3K -585 -3%
EF
43
Empirical Finance
Pennsylvania
$709K +$73 +2 +0%
AA
44
ACT Advisors
North Carolina
$708K +$85.4K +2,341 +15%
CWM
45
CIBC World Markets
New York
$633K +$27.9K +765 +5%
Jane Street
46
Jane Street
New York
$603K +$559K +15,342 New
WWM
47
Western Wealth Management
Colorado
$555K -$1.46K -40 -0.3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$491K
SF
49
Safeguard Financial
Wisconsin
$451K +$13.4K +367 +3%
AW
50
Avion Wealth
Texas
$384K