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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
AmeriFlex Group
Nevada
$529K +$1.56K +33 +0.3%
Stifel Financial
52
Stifel Financial
Missouri
$526K -$699K -14,807 -56%
UAG
53
United Advisor Group
Ohio
$480K +$238K +5,052 +91%
AWM
54
AE Wealth Management
Kansas
$459K -$157K -3,336 -25%
AW
55
Avion Wealth
Texas
$456K
WPC
56
Wedmont Private Capital
Pennsylvania
$435K
KPWS
57
Kestra Private Wealth Services
Texas
$424K -$139K -2,948 -24%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$416K +$434K +9,191 New
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$367K +$3.3K +70 +0.9%
AWP
60
Astra Wealth Partners
New Jersey
$336K
JWCA
61
J.W. Cole Advisors
Florida
$311K -$119K -2,529 -27%
HI
62
Harbour Investments
Wisconsin
$287K +$36.1K +765 +14%
MPW
63
Magnolia Private Wealth
Pennsylvania
$276K
BWMG
64
Barnes Wealth Management Group
California
$265K +$48.6K +1,029 +21%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$254K +$264K +5,598 New
TAP
66
Tounjian Advisory Partners
Florida
$250K +$260K +5,516 New
T
67
Transce3nd
Texas
$249K -$55K -1,166 -18%
PTC
68
Private Trust Company
Ohio
$213K -$3.63K -77 -2%
PWM
69
Perigon Wealth Management
California
$208K +$2.55K +54 +1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$188K -$72.4K -1,534 -27%
CPA
71
Cardiff Park Advisors
California
$183K
SIM
72
Synergy Investment Management
Florida
$118K +$94 +2 +0.1%
SAM
73
Smartleaf Asset Management
Massachusetts
$82.1K +$80.3K +1,702 +1,418%
FFA
74
Farther Finance Advisors
California
$63.6K +$65.8K +1,395 New
CA
75
CoreCap Advisors
Michigan
$60.4K +$62.9K +1,333 New