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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KLR Investment Advisors
Rhode Island
$2.12M -$397K -9,738 -16%
RFG
27
REAP Financial Group
Texas
$2.04M -$533K -13,063 -21%
GM
28
GeoWealth Management
Illinois
$1.88M +$1.82M +44,614 New
BAM
29
Belpointe Asset Management
Nevada
$1.64M +$310K +7,587 +24%
LA
30
LM Advisors
California
$1.47M +$1.42M +34,777 New
LEFP
31
Leading Edge Financial Planning
Tennessee
$1.28M -$661K -16,200 -35%
AWS
32
Atria Wealth Solutions
New York
$1.23M +$55.7K +1,365 +5%
IWS
33
Insight Wealth Strategies
California
$1.21M -$30K -735 -3%
HA
34
Herold Advisors
New York
$1.14M
SS
35
Sunbelt Securities
Texas
$1.11M -$108K -2,652 -9%
Stifel Financial
36
Stifel Financial
Missouri
$1.03M -$28.1K -690 -3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.02M -$477K -11,690 -33%
FAIM
38
Financial Advocates Investment Management
Washington
$986K +$32.9K +807 +4%
IWP
39
Innova Wealth Partners
Pennsylvania
$973K +$155K +3,799 +20%
IWM
40
IHT Wealth Management
Illinois
$901K -$93.1K -2,281 -10%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$893K -$16.7K -410 -2%
AA
42
ACT Advisors
North Carolina
$776K +$14.7K +360 +2%
EF
43
Empirical Finance
Pennsylvania
$762K +$41 +1 +0%
BWM
44
BlackDiamond Wealth Management
New York
$721K -$757K -18,545 -52%
CA
45
Cetera Advisors
Colorado
$704K +$455K +11,150 +202%
AWM
46
AE Wealth Management
Kansas
$630K -$14.3M -350,633 -96%
MML Investors Services
47
MML Investors Services
Massachusetts
$625K -$268K -6,572 -31%
WWM
48
Western Wealth Management
Colorado
$593K -$3.43K -84 -0.6%
NAS
49
NWF Advisory Services
California
$533K +$515K +12,631 New
SF
50
Safeguard Financial
Wisconsin
$486K +$1.18K +29 +0.3%