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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
AmeriFlex Group
Nevada
$561K +$552K +11,642 New
SF
52
Safeguard Financial
Wisconsin
$540K -$48.1K -1,014 -8%
BL
53
Balentine LLC
Georgia
$494K +$502K +10,588 New
WPC
54
Wedmont Private Capital
Pennsylvania
$463K
AW
55
Avion Wealth
Texas
$456K
JWCA
56
J.W. Cole Advisors
Florida
$438K -$5.55K -117 -1%
IWM
57
IHT Wealth Management
Illinois
$385K -$695K -14,650 -64%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$375K +$1.47K +31 +0.4%
AWP
59
Astra Wealth Partners
New Jersey
$347K +$352K +7,425 New
T
60
Transce3nd
Texas
$311K +$316K +6,653 New
MPW
61
Magnolia Private Wealth
Pennsylvania
$284K +$289K +6,086 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$265K -$332 -7 -0.1%
HI
63
Harbour Investments
Wisconsin
$260K +$56.5K +1,191 +27%
UAG
64
United Advisor Group
Ohio
$259K +$263K +5,539 New
BWP
65
Baldwin Wealth Partners
Massachusetts
$247K -$1.92M -40,520 -88%
RIM
66
RW Investment Management
Idaho
$242K +$246K +5,178 New
BWMG
67
Barnes Wealth Management Group
California
$225K +$228K +4,813 New
PTC
68
Private Trust Company
Ohio
$223K -$42.8K -901 -16%
PWM
69
Perigon Wealth Management
California
$214K -$5.5K -116 -2%
GSC
70
Ground Swell Capital
South Carolina
$203K +$206K +4,347 New
CPA
71
Cardiff Park Advisors
California
$189K
SIM
72
Synergy Investment Management
Florida
$122K +$124K +2,606 New
FWM
73
FLP Wealth Management
Arkansas
$53.1K +$54K +1,137 New
GRP
74
Global Retirement Partners
California
$43.3K +$190 +4 +0.4%
AWM
75
Avior Wealth Management
Nebraska
$19.5K