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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
51
Quotient Wealth Partners
Texas
$690K +$721K +13,222 New
FAM
52
Frontier Asset Management
Wyoming
$684K +$229K +4,191 +47%
MFG
53
Merit Financial Group
Georgia
$668K +$2.02K +37 +0.3%
IWM
54
IHT Wealth Management
Illinois
$624K +$4.31K +79 +0.7%
NL
55
NDWM LLC
California
$623K -$19.7K -361 -3%
HI
56
Harbour Investments
Wisconsin
$551K +$188K +3,438 +48%
QCM
57
Quantinno Capital Management
New York
$548K +$3.22K +59 +0.6%
WPC
58
Wedmont Private Capital
Pennsylvania
$542K
WWM
59
Western Wealth Management
Colorado
$536K -$40.2K -737 -7%
AW
60
Avion Wealth
Texas
$510K
IA
61
Inspire Advisors
Idaho
$485K +$508K +9,307 New
AWM
62
AE Wealth Management
Kansas
$485K +$54.3K +996 +12%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$459K -$18.4K -337 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$407K -$12.3K -226 -3%
AWP
65
Astra Wealth Partners
New Jersey
$407K
IWC
66
Integrated Wealth Concepts
Massachusetts
$317K +$332K +6,082 New
Creative Planning
67
Creative Planning
Kansas
$307K +$321K +5,881 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$279K +$6.38K +117 +2%
JWCA
69
J.W. Cole Advisors
Florida
$263K -$102K -1,868 -27%
BWMG
70
Barnes Wealth Management Group
California
$263K -$165K -3,030 -38%
TWM
71
TopTier Wealth Management
Wisconsin
$253K +$709 +13 +0.3%
RFC
72
Regions Financial Corp
Alabama
$241K +$252K +4,625 New
MWM
73
McCartney Wealth Management
Missouri
$239K +$2.18K +40 +0.9%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$233K -$67.5K -1,237 -22%
UCFA
75
United Capital Financial Advisors
Texas
$229K +$240K +4,395 New