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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
26
Insight Wealth Strategies
California
$2M +$165K +3,026 +9%
MCM
27
Morton Capital Management
California
$1.81M +$5.41K +99 +0.3%
AFP
28
Ausdal Financial Partners
Iowa
$1.52M -$49.2K -900 -3%
GSWM
29
Golden State Wealth Management
California
$1.51M +$46.5K +850 +3%
NA
30
NewEdge Advisors
Louisiana
$1.44M +$624K +11,421 +77%
HA
31
Herold Advisors
New York
$1.37M -$54.7K -1,000 -4%
HBS
32
Howard Bailey Securities
Indiana
$1.32M -$12.7M -233,050 -91%
WW
33
Wright Wealth
Georgia
$1.28M +$1.28M +23,367 New
IWP
34
Innova Wealth Partners
Pennsylvania
$1.26M +$12.1K +221 +1%
AWM
35
Accurate Wealth Management
Florida
$1.22M -$46K -842 -4%
SC
36
Sierra Capital
Florida
$1.18M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.17M -$4.37K -80 -0.4%
OWA
38
ORBA Wealth Advisors
Illinois
$1.13M -$151K -2,759 -12%
BAM
39
Belpointe Asset Management
Nevada
$1.1M -$5.47K -100 -0.5%
WIM
40
WealthPlan Investment Management
Nebraska
$1M +$10.7K +195 +1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$968K +$2.9K +53 +0.3%
RFG
42
REAP Financial Group
Texas
$904K -$27.6K -505 -3%
AA
43
ACT Advisors
North Carolina
$883K -$26.9K -492 -3%
OPWM
44
Oregon Pacific Wealth Management
Oregon
$824K -$49.5K -905 -6%
AA
45
Armis Advisers
Georgia
$810K +$861K +15,751 New
SS
46
Sunbelt Securities
Texas
$806K -$39.5K -722 -5%
Corient Private Wealth
47
Corient Private Wealth
Florida
$762K +$38.3K +700 +5%
Mariner
48
Mariner
Kansas
$739K +$737K +13,475 New
MFG
49
Merit Financial Group
Georgia
$700K +$2.08K +38 +0.3%
UAG
50
United Advisor Group
Ohio
$680K +$22.7K +416 +3%