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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
$284M -$1.38M -29,045 -0.5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.3M +$1.35M +28,426 +3%
RA
3
Rational Advisors
New York
$50.4M -$4.64M -97,690 -8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$42.3M +$933K +19,666 +2%
WI
5
WJ Interests
Texas
$38.5M -$1.33M -28,034 -3%
OIA
6
OneDigital Investment Advisors
Kansas
$34.8M +$572K +12,047 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.7M +$345K +7,265 +1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$2.06M +43,347 +10%
PFA
9
Professional Financial Advisors
Nebraska
$20.5M +$407K +8,580 +2%
LPL Financial
10
LPL Financial
California
$20.1M +$6.37M +134,125 +45%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.2M -$16.5M -347,192 -52%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$14.9M -$1.11M -23,454 -7%
HBS
13
Howard Bailey Securities
Indiana
$14.1M +$492K +10,358 +4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.75M +$1.5M +31,712 +18%
PIA
15
Perennial Investment Advisors
California
$8.95M +$38K +801 +0.4%
FA
16
Fermata Advisors
California
$4.69M +$97.2K +2,049 +2%
AWM
17
Accurate Wealth Management
Florida
$4.13M -$164K -3,454 -4%
PAG
18
Private Advisor Group
New Jersey
$3.94M -$65.2K -1,374 -2%
CWM
19
CIBC World Markets
New York
$3.89M -$68.1K -1,435 -2%
BCG
20
Bravias Capital Group
New Jersey
$3.77M +$3.72M +78,339 New
KAS
21
Kestra Advisory Services
Texas
$3.55M +$1.34M +28,305 +59%
OWA
22
ORBA Wealth Advisors
Illinois
$3.43M -$132K -2,781 -4%
AA
23
Armis Advisers
Georgia
$3.32M +$3.38M +71,127 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.83M -$1.89M -39,766 -40%
RF
25
RHS Financial
California
$2.65M -$9.02K -190 -0.3%