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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.86M +$719K +15,560 +72%
Morgan Stanley
27
Morgan Stanley
New York
$1.8M +$757K +16,375 +84%
OWA
28
ORBA Wealth Advisors
Illinois
$1.69M -$1.82M -39,281 -54%
MCM
29
Morton Capital Management
California
$1.64M +$4.72K +102 +0.3%
AFP
30
Ausdal Financial Partners
Iowa
$1.57M +$29.4K +635 +2%
IWS
31
Insight Wealth Strategies
California
$1.55M -$78.6K -1,700 -5%
FAIM
32
Financial Advocates Investment Management
Washington
$1.45M -$5.78K -125 -0.4%
HA
33
Herold Advisors
New York
$1.35M
IWP
34
Innova Wealth Partners
Pennsylvania
$1.19M -$12.3K -267 -1%
BAM
35
Belpointe Asset Management
Nevada
$1.18M -$328K -7,091 -23%
AWM
36
Accurate Wealth Management
Florida
$1.17M -$137K -2,967 -11%
GSWM
37
Golden State Wealth Management
California
$1.16M +$56.9K +1,231 +6%
SC
38
Sierra Capital
Florida
$1.07M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.06M +$139 +3 +0%
RFG
40
REAP Financial Group
Texas
$929K -$55.7K -1,204 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$879K +$53.4K +1,155 +7%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$838K -$15.9K -344 -2%
NA
43
NewEdge Advisors
Louisiana
$806K -$122K -2,639 -14%
AA
44
ACT Advisors
North Carolina
$797K -$9.48K -205 -1%
SS
45
Sunbelt Securities
Texas
$769K -$1.34K -29 -0.2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$661K
MFG
47
Merit Financial Group
Georgia
$635K +$587K +12,695 New
WWM
48
Western Wealth Management
Colorado
$635K +$32.7K +707 +6%
NL
49
NDWM LLC
California
$618K -$68.5K -1,481 -11%
WIM
50
WealthPlan Investment Management
Nebraska
$591K +$546K +11,799 New