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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$111K +$10.7K +300 +11%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$61.6K +$59.3K +1,662 New
PCM
53
Penserra Capital Management
California
$20K +$19.5K +546 New
M
54
MOTCO
Texas
$18.2K -$36.6K -1,027 -68%
First Manhattan
55
First Manhattan
New York
$17.1K
GWM
56
Geneos Wealth Management
Colorado
$14.9K +$36 +1 +0.3%
JWM
57
Janiczek Wealth Management
Colorado
$13.4K -$285 -8 -2%
SFC
58
SYM Financial Corp
Indiana
$7.71K
UBS Group
59
UBS Group
Switzerland
$7.49K +$7.21K +202 New
C
60
Covestor
United Kingdom
$6K -$250 -7 -4%
OIA
61
Optimum Investment Advisors
Illinois
$3.71K
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$1.38K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$111 -$1.53K -43 -93%
TRCT
64
Tower Research Capital (TRC)
New York
$111
IA
65
IFP Advisors
Florida
$37
MCC
66
Money Concepts Capital
Florida
-$1.18M -16,824 Closed
Truist Financial
67
Truist Financial
North Carolina
-$400K -11,407 Closed
Millennium Management
68
Millennium Management
New York
-$339K -9,682 Closed
SCI
69
Stableford Capital II
Arizona
-$279K -8,597 Closed
SWM
70
SFG Wealth Management
Maryland
-$299K -8,526 Closed
FA
71
Fiducient Advisors
Illinois
-$272K -7,750 Closed
ASN
72
Advisory Services Network
Georgia
-$34.1K -974 Closed
BAAM
73
Baker Avenue Asset Management
California
-$5.26K -150 Closed
VWM
74
Venturi Wealth Management
Texas
-$3.51K -100 Closed