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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$589K -$118K -2,552 -18%
UAG
52
United Advisor Group
Ohio
$588K +$53.6K +1,160 +11%
AG
53
AmeriFlex Group
Nevada
$578K
NAS
54
NWF Advisory Services
California
$538K +$497K +10,750 New
WPC
55
Wedmont Private Capital
Pennsylvania
$505K
AW
56
Avion Wealth
Texas
$489K
IWC
57
Integrated Wealth Concepts
Massachusetts
$472K +$436K +9,432 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$460K
AWM
59
AE Wealth Management
Kansas
$433K -$68.6K -1,483 -15%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$402K -$3.24K -70 -0.9%
AWP
61
Astra Wealth Partners
New Jersey
$390K +$17.3K +375 +5%
BWMG
62
Barnes Wealth Management Group
California
$358K +$60.4K +1,306 +22%
JWCA
63
J.W. Cole Advisors
Florida
$344K +$878 +19 +0.3%
HI
64
Harbour Investments
Wisconsin
$341K +$22.6K +488 +8%
Jane Street
65
Jane Street
New York
$309K -$1.01M -21,754 -78%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$280K -$46 -1 -0%
T
67
Transce3nd
Texas
$271K -$3.75K -81 -1%
CIM
68
Cambria Investment Management
California
$256K +$236K +5,107 New
EF
69
Empowered Funds
Pennsylvania
$256K +$236K +5,107 New
PWM
70
Perigon Wealth Management
California
$246K +$15K +325 +7%
PTC
71
Private Trust Company
Ohio
$239K +$3.65K +79 +2%
MPW
72
Magnolia Private Wealth
Pennsylvania
$232K -$67.5K -1,460 -24%
TAP
73
Tounjian Advisory Partners
Florida
$231K -$18.8K -406 -7%
KPWS
74
Kestra Private Wealth Services
Texas
$228K -$222K -4,794 -51%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$212K +$4.16K +90 +2%