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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
$223M +$2.22M +62,285 +1%
RA
2
Rational Advisors
New York
$51.3M +$9.78M +274,276 +25%
WI
3
WJ Interests
Texas
$32.2M -$1.35M -37,960 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$28.6M +$25.3M +708,493 +1,128%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$3.21M +90,119 +15%
OIA
6
OneDigital Investment Advisors
Kansas
$25.1M -$278K -7,791 -1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$24.2M +$1.75M +49,068 +8%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$16.4M +$1.46M +41,000 +10%
CAN
9
Cetera Advisor Networks
California
$16.1M +$2.01M +56,471 +15%
AWM
10
AE Wealth Management
Kansas
$11.3M +$655K +18,371 +6%
OAJ
11
Ogorek Anthony Joseph
New York
$10.2M +$854K +23,943 +10%
LPL Financial
12
LPL Financial
California
$9.91M -$2.32M -65,115 -20%
PFA
13
Professional Financial Advisors
Nebraska
$6.49M +$6.25M +175,176 New
PIA
14
Perennial Investment Advisors
California
$5.89M +$573K +16,066 +11%
PAG
15
Private Advisor Group
New Jersey
$5.09M +$816K +22,892 +20%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.91M -$319K -8,948 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.67M +$34.1K +957 +1%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$3.65M -$3.51M -98,526 -50%
FA
19
Fermata Advisors
California
$3.25M +$1.42M +39,749 +83%
RF
20
RHS Financial
California
$2.98M -$183K -5,142 -6%
KIA
21
KLR Investment Advisors
Rhode Island
$2.5M +$56.6K +1,586 +2%
LEFP
22
Leading Edge Financial Planning
Tennessee
$1.68M -$7.35K -206 -0.5%
SS
23
Sunbelt Securities
Texas
$1.48M +$82.9K +2,324 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.31M +$18.8K +527 +2%
KAS
25
Kestra Advisory Services
Texas
$1.3M +$7.53K +211 +0.6%