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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$239M -$12.1M -348,354 -5%
Truist Financial
2
Truist Financial
North Carolina
$11.3M -$2.49M -71,687 -19%
FFG
3
Ford Financial Group
California
$8.22M -$192K -5,508 -2%
GWAG
4
Garrett Wealth Advisory Group
Texas
$7.79M +$7.41M +212,931 New
RF
5
RHS Financial
California
$3.29M -$175K -5,039 -5%
SS
6
Sunbelt Securities
Texas
$2.89M +$313K +8,996 +13%
AA
7
ACT Advisors
North Carolina
$2.8M +$2.66M +76,384 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.73M -$395K -11,344 -13%
T
9
TRUADVICE
Florida
$2.57M +$91K +2,615 +4%
HB
10
Homrich & Berg
Georgia
$2.1M +$1.99M +57,268 New
RA
11
Rational Advisors
New York
$1.74M +$919K +26,409 +125%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.67M +$147K +4,224 +10%
CA
13
Cetera Advisors
Colorado
$1.55M +$494K +14,202 +50%
IWS
14
Insight Wealth Strategies
California
$1.39M +$244K +7,023 +23%
LPL Financial
15
LPL Financial
California
$968K +$204K +5,849 +28%
IWP
16
Innova Wealth Partners
Pennsylvania
$912K +$867K +24,926 New
SPC
17
Sigma Planning Corp
Michigan
$842K +$468K +13,437 +140%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$790K +$429K +12,338 +133%
WWM
19
Western Wealth Management
Colorado
$774K +$229K +6,592 +45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$755K +$167K +4,810 +30%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$750K +$713K +20,500 New
PCWA
22
Pacific Capital Wealth Advisors
California
$666K -$52K -1,493 -8%
DA
23
Doliver Advisors
Texas
$543K +$70.9K +2,036 +16%
MA
24
Menlo Advisors
California
$471K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$441K +$420K +12,056 New