We are live on ! Find out more
NTSX icon

WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$1.76M -$76.8K -1,701 -4%
BAM
27
Belpointe Asset Management
Nevada
$1.7M -$17.2K -380 -1%
SC
28
Sierra Capital
Florida
$1.63M +$1.57M +34,777 New
MCM
29
Morton Capital Management
California
$1.53M +$1.47M +32,518 New
AFP
30
Ausdal Financial Partners
Iowa
$1.4M +$340K +7,535 +34%
RFG
31
REAP Financial Group
Texas
$1.38M -$406K -8,998 -24%
IWS
32
Insight Wealth Strategies
California
$1.35M -$19.7K -436 -1%
HA
33
Herold Advisors
New York
$1.27M -$4.51K -100 -0.4%
Stifel Financial
34
Stifel Financial
Missouri
$1.24M
FAIM
35
Financial Advocates Investment Management
Washington
$1.17M +$32.4K +717 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.16M +$120K +2,669 +12%
IWM
37
IHT Wealth Management
Illinois
$1.1M +$38.7K +858 +4%
EF
38
Empirical Finance
Pennsylvania
$848K +$90 +2 +0%
AA
39
ACT Advisors
North Carolina
$814K -$16.8K -373 -2%
SS
40
Sunbelt Securities
Texas
$794K -$387K -8,575 -34%
NL
41
NDWM LLC
California
$707K -$2.88M -63,808 -81%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$617K -$348K -7,718 -37%
AWM
43
AE Wealth Management
Kansas
$598K -$54.7K -1,212 -9%
WWM
44
Western Wealth Management
Colorado
$593K -$46.9K -1,040 -8%
SF
45
Safeguard Financial
Wisconsin
$591K +$47.2K +1,046 +9%
KPWS
46
Kestra Private Wealth Services
Texas
$570K +$162K +3,583 +42%
NAS
47
NWF Advisory Services
California
$547K +$1.44K +32 +0.3%
CW
48
CreativeOne Wealth
Kansas
$526K +$506K +11,199 New
WPC
49
Wedmont Private Capital
Pennsylvania
$463K
AW
50
Avion Wealth
Texas
$459K