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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
76
Team Financial Group
California
$200K +$1.35K +26 +0.7%
FFA
77
Farther Finance Advisors
California
$73.5K -$132K -2,556 -65%
SAM
78
Smartleaf Asset Management
Massachusetts
$72.8K – – –
GRP
79
Global Retirement Partners
California
$72.7K +$155 +3 +0.2%
CA
80
CoreCap Advisors
Michigan
$71.9K – – –
CAM
81
Costello Asset Management
Pennsylvania
$48.5K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$47.3K +$45.4K +877 New
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$47.1K – – –
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$34.5K – – –
SFC
85
SYM Financial Corp
Indiana
$25.4K +$52 +1 +0.2%
IA
86
IFP Advisors
Florida
$21.8K – – –
GWM
87
Geneos Wealth Management
Colorado
$20.8K +$52 +1 +0.3%
CA
88
Crewe Advisors
Utah
$12.2K – – –
EP
89
Essential Partners
California
$10.3K – – –
EWM
90
Evolution Wealth Management
Florida
$5.07K -$26.2K -506 -84%
C
91
Covestor
United Kingdom
$4K -$466 -9 -10%
FFA
92
Frazier Financial Advisors
Ohio
$3.77K – – –
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$2.06K – – –
WAG
94
Wiser Advisor Group
Arizona
$1.04K +$983 +19 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$216 -$466 -9 -69%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
– -$4.1M -82,000 Closed
AA
97
Armis Advisers
Georgia
– -$2.5M -49,904 Closed
FAIM
98
Financial Advocates Investment Management
Washington
– -$1.45M -28,904 Closed
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
– -$589K -11,757 Closed
AG
100
AmeriFlex Group
Nevada
– -$578K -11,675 Closed