We are live on ! Find out more
NTSX icon

WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$287M +$852K +18,869 +0.3%
RA
2
Rational Advisors
New York
$55.3M -$4.41M -97,728 -8%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$53.3M +$3.7M +81,868 +8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$41.6M +$156K +3,454 +0.4%
WI
5
WJ Interests
Texas
$40M -$2.15M -47,604 -5%
OIA
6
OneDigital Investment Advisors
Kansas
$34.4M +$859K +19,026 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.6M -$1.13M -25,081 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.5M +$262K +5,809 +1%
PFA
9
Professional Financial Advisors
Nebraska
$20.2M -$373K -8,273 -2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$19.8M +$2.16M +47,866 +13%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$16.1M -$2.06M -45,681 -12%
LPL Financial
12
LPL Financial
California
$13.9M -$4.39M -97,344 -25%
HBS
13
Howard Bailey Securities
Indiana
$13.7M +$13.2M +291,924 New
PIA
14
Perennial Investment Advisors
California
$8.97M -$557K -12,338 -6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$8.32M +$120K +2,656 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.71M -$642K -14,220 -12%
FA
17
Fermata Advisors
California
$4.62M +$42.3K +936 +1%
AWM
18
Accurate Wealth Management
Florida
$4.38M +$1.57M +34,885 +60%
PAG
19
Private Advisor Group
New Jersey
$4.03M -$344K -7,628 -8%
CWM
20
CIBC World Markets
New York
$3.98M -$896K -19,841 -19%
OWA
21
ORBA Wealth Advisors
Illinois
$3.58M -$2.17K -48 -0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.76M -$174K -3,851 -6%
RF
23
RHS Financial
California
$2.67M -$68.7K -1,521 -3%
KAS
24
Kestra Advisory Services
Texas
$2.24M -$106K -2,341 -5%
BWP
25
Baldwin Wealth Partners
Massachusetts
$2.15M +$2.07M +45,807 New