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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
ACT Advisors
North Carolina
$676K -$243K -4,233 -27%
HI
52
Harbour Investments
Wisconsin
$626K +$2.7K +47 +0.4%
WWM
53
Western Wealth Management
Colorado
$607K +$230 +4 +0%
WPC
54
Wedmont Private Capital
Pennsylvania
$596K
RFG
55
REAP Financial Group
Texas
$587K -$240K -4,181 -30%
AW
56
Avion Wealth
Texas
$577K
IA
57
Inspire Advisors
Idaho
$540K -$9.13K -159 -2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$523K +$3.73K +65 +0.7%
AWM
59
AE Wealth Management
Kansas
$503K -$44.8K -779 -8%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$461K
AWP
61
Astra Wealth Partners
New Jersey
$461K
QCM
62
Quantinno Capital Management
New York
$385K -$229K -3,990 -38%
Wells Fargo
63
Wells Fargo
California
$326K +$282K +4,917 +820%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$312K -$4.19K -73 -1%
Creative Planning
65
Creative Planning
Kansas
$306K -$40.6K -707 -12%
BWMG
66
Barnes Wealth Management Group
California
$301K +$3.85K +67 +1%
JWCA
67
J.W. Cole Advisors
Florida
$299K +$632 +11 +0.2%
IWM
68
IHT Wealth Management
Illinois
$298K -$398K -6,935 -58%
IWC
69
Integrated Wealth Concepts
Massachusetts
$285K -$72.2K -1,257 -21%
KIC
70
Kensington Investment Counsel
California
$281K +$274K +4,766 New
TWM
71
TopTier Wealth Management
Wisconsin
$280K -$5.86K -102 -2%
MWM
72
McCartney Wealth Management
Missouri
$277K +$5.75K +100 +2%
PFS
73
Prospera Financial Services
Texas
$267K +$260K +4,524 New
KPWS
74
Kestra Private Wealth Services
Texas
$267K +$24.4K +425 +10%
PWM
75
Perigon Wealth Management
California
$267K +$18.8K +328 +8%