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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Cardiff Park Advisors
California
$222K
IA
77
IFG Advisory
Georgia
$221K +$4.54K +83 +2%
FHA
78
Flagship Harbor Advisors
Massachusetts
$220K
TFG
79
Team Financial Group
California
$219K +$16K +292 +8%
TCM
80
Traynor Capital Management
Pennsylvania
$213K
PTC
81
Private Trust Company
Ohio
$211K -$50.4K -923 -19%
CA
82
Clearstead Advisors
Ohio
$204K
FFA
83
Farther Finance Advisors
California
$142K +$67.2K +1,230 +90%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$94K +$45.8K +838 +96%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$92.3K +$57.1K +1,045 +164%
SAM
86
Smartleaf Asset Management
Massachusetts
$75.1K
GRP
87
Global Retirement Partners
California
$74.1K +$164 +3 +0.2%
CA
88
CoreCap Advisors
Michigan
$73.1K
CFG
89
Chapman Financial Group
Hawaii
$54.8K +$54.7K +1,000 New
CAM
90
Costello Asset Management
Pennsylvania
$49.3K
EWM
91
Evolution Wealth Management
Florida
$34.1K +$28.9K +529 +563%
HHCP
92
Hilton Head Capital Partners
South Carolina
$30.9K +$30.8K +564 New
SFC
93
SYM Financial Corp
Indiana
$25.9K +$55 +1 +0.2%
IA
94
IFP Advisors
Florida
$22.1K
UBS Group
95
UBS Group
Switzerland
$18K +$17.9K +328 New
CA
96
Crewe Advisors
Utah
$12.4K
EP
97
Essential Partners
California
$10.5K
SWP
98
Strategic Wealth Partners
Ohio
$7.37K -$253K -4,633 -97%
C
99
Covestor
United Kingdom
$5K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$4.82K +$4.59K +84 +2,100%