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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
$252M -$712K -17,459 -0.3%
RA
2
Rational Advisors
New York
$53.1M -$1.38M -33,919 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.7M +$2.86M +70,179 +7%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M +$7.31M +179,183 +26%
WI
5
WJ Interests
Texas
$36.9M +$950K +23,287 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$33.9M -$533K -13,057 -2%
OIA
7
OneDigital Investment Advisors
Kansas
$29.8M -$83.1K -2,037 -0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.6M +$21.3M +521,925 +4,175%
CAN
9
Cetera Advisor Networks
California
$21.9M +$915K +22,422 +5%
PFA
10
Professional Financial Advisors
Nebraska
$18M +$9.15M +224,380 +111%
LPL Financial
11
LPL Financial
California
$17.7M +$1.95M +47,712 +13%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$15M +$689K +16,893 +5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$11.4M +$7.59M +185,958 +224%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.24M +$176K +4,325 +2%
PIA
15
Perennial Investment Advisors
California
$8.59M -$2.87M -70,326 -26%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$6.08M -$12.8M -313,000 -68%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.94M +$727K +17,812 +14%
FA
18
Fermata Advisors
California
$4.15M +$50.9K +1,247 +1%
CWM
19
CIBC World Markets
New York
$4.03M +$3.24M +79,426 +493%
PAG
20
Private Advisor Group
New Jersey
$3.95M -$3.67M -89,872 -49%
OWA
21
ORBA Wealth Advisors
Illinois
$3.36M -$204K -5,009 -6%
NL
22
NDWM LLC
California
$3.34M +$25.3K +621 +0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.32M -$688K -16,858 -18%
RF
24
RHS Financial
California
$2.63M -$201K -4,915 -7%
KAS
25
Kestra Advisory Services
Texas
$2.19M +$101K +2,471 +5%