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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fiducient Advisors
Illinois
$272K -$252K -7,417 -49%
FHA
52
Flagship Harbor Advisors
Massachusetts
$258K -$49.3K -1,450 -16%
PWM
53
Perigon Wealth Management
California
$240K -$65.9K -1,939 -22%
Morgan Stanley
54
Morgan Stanley
New York
$135K -$51K -1,500 -28%
PTC
55
Private Trust Company
Ohio
$112K +$8.5K +250 +8%
HI
56
Harbour Investments
Wisconsin
$94.6K +$3.16K +93 +4%
M
57
MOTCO
Texas
$53.3K -$15.3K -450 -23%
ASN
58
Advisory Services Network
Georgia
$34.1K -$88.6K -2,606 -73%
First Manhattan
59
First Manhattan
New York
$16.1K
GWM
60
Geneos Wealth Management
Colorado
$14K +$34 +1 +0.3%
JWM
61
Janiczek Wealth Management
Colorado
$13K +$2.99K +88 +31%
SFC
62
SYM Financial Corp
Indiana
$7.29K -$19.8K -583 -74%
C
63
Covestor
United Kingdom
$6K -$816 -24 -13%
BAAM
64
Baker Avenue Asset Management
California
$5.26K +$5.1K +150 New
OIA
65
Optimum Investment Advisors
Illinois
$3.51K
VWM
66
Venturi Wealth Management
Texas
$3.51K +$3.4K +100 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.61K +$1.36K +40 +667%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$1.3K +$1.26K +37 New
IA
69
IFP Advisors
Florida
$25 -$50.3K -1,481 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M -450,000 Closed
PFA
71
Professional Financial Advisors
Nebraska
-$4.04M -124,635 Closed
SWM
72
Stapp Wealth Management
Washington
-$2.14M -65,918 Closed
LS
73
Leelyn Smith
Illinois
-$164K -5,430 Closed
EE
74
EWG Elevate
California
-$134K -4,124 Closed
SFG
75
Steward Financial Group
Texas
-$23K -731 Closed