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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
$209M +$724K +21,301 +0.4%
RA
2
Rational Advisors
New York
$38.9M -$21.6M -634,830 -36%
WI
3
WJ Interests
Texas
$31M +$7.38M +216,947 +32%
OIA
4
OneDigital Investment Advisors
Kansas
$24M +$9.64M +283,660 +71%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.2M +$7.3M +214,606 +55%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$20.8M +$2M +58,811 +11%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$14.1M +$3.43M +101,000 +34%
CAN
8
Cetera Advisor Networks
California
$13.2M +$6.33M +186,171 +98%
LPL Financial
9
LPL Financial
California
$11.7M +$654K +19,235 +6%
AWM
10
AE Wealth Management
Kansas
$10.1M +$833K +24,499 +9%
OAJ
11
Ogorek Anthony Joseph
New York
$8.78M +$16.7K +491 +0.2%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$6.91M +$5.41M +159,254 +421%
PIA
13
Perennial Investment Advisors
California
$5.01M +$4.85M +142,758 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.01M -$1.02M -30,093 -21%
PAG
15
Private Advisor Group
New Jersey
$3.96M +$3.42M +100,477 +806%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M +$272K +7,990 +9%
RF
17
RHS Financial
California
$2.99M -$290K -8,544 -9%
KIA
18
KLR Investment Advisors
Rhode Island
$2.31M +$122K +3,577 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.2M +$1.91M +56,084 +835%
FA
20
Fermata Advisors
California
$1.68M -$1.53M -45,098 -49%
LEFP
21
Leading Edge Financial Planning
Tennessee
$1.6M +$467K +13,752 +43%
SS
22
Sunbelt Securities
Texas
$1.3M -$83.6K -2,459 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.23M -$91.8K -2,700 -7%
KAS
24
Kestra Advisory Services
Texas
$1.22M +$501K +14,724 +73%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.22M -$162K -4,769 -12%