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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$1.72M +$372K +8,798 +29%
RFG
27
REAP Financial Group
Texas
$1.68M -$427K -10,108 -21%
BAM
28
Belpointe Asset Management
Nevada
$1.6M -$97.7K -2,313 -6%
GM
29
GeoWealth Management
Illinois
$1.5M -$442K -10,464 -23%
IWS
30
Insight Wealth Strategies
California
$1.28M +$28.3K +670 +2%
HA
31
Herold Advisors
New York
$1.19M
Stifel Financial
32
Stifel Financial
Missouri
$1.16M +$83.8K +1,985 +8%
SS
33
Sunbelt Securities
Texas
$1.12M -$34K -805 -3%
FAIM
34
Financial Advocates Investment Management
Washington
$1.06M +$36.7K +868 +4%
IWP
35
Innova Wealth Partners
Pennsylvania
$997K -$13.6K -323 -1%
AFP
36
Ausdal Financial Partners
Iowa
$978K +$941K +22,273 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$969K +$38.9K +921 +4%
IWM
38
IHT Wealth Management
Illinois
$964K +$29.7K +702 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$916K -$137K -3,246 -13%
EF
40
Empirical Finance
Pennsylvania
$792K
AA
41
ACT Advisors
North Carolina
$777K -$28.1K -666 -4%
AWM
42
AE Wealth Management
Kansas
$612K -$41.5K -982 -7%
WWM
43
Western Wealth Management
Colorado
$600K -$15.9K -377 -3%
NAS
44
NWF Advisory Services
California
$510K -$43.1K -1,020 -8%
SF
45
Safeguard Financial
Wisconsin
$507K +$1.35K +32 +0.3%
WPC
46
Wedmont Private Capital
Pennsylvania
$456K +$425K +10,054 New
AW
47
Avion Wealth
Texas
$429K
JWCA
48
J.W. Cole Advisors
Florida
$417K -$56.1K -1,327 -12%
KPWS
49
Kestra Private Wealth Services
Texas
$375K -$10.7K -254 -3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$351K