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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
$273M -$3.09M -65,394 -1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54M +$1.37M +29,055 +2%
RA
3
Rational Advisors
New York
$41M -$8.3M -175,838 -16%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$41M -$39.9K -846 -0.1%
OIA
5
OneDigital Investment Advisors
Kansas
$34.2M +$518K +10,979 +1%
WI
6
WJ Interests
Texas
$27.4M -$10.4M -219,901 -27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.4M -$511K -10,836 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$22.3M +$1.24M +26,307 +6%
PFA
9
Professional Financial Advisors
Nebraska
$20.5M +$669K +14,171 +3%
LPL Financial
10
LPL Financial
California
$20.3M +$820K +17,380 +4%
HBS
11
Howard Bailey Securities
Indiana
$15.5M +$1.91M +40,572 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.1M +$381K +8,066 +2%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$12.3M -$2.25M -47,609 -15%
AQR Capital Management
14
AQR Capital Management
Connecticut
$12M +$2.69M +56,903 +27%
PIA
15
Perennial Investment Advisors
California
$8.55M -$142K -3,000 -2%
FA
16
Fermata Advisors
California
$4.66M +$114K +2,410 +2%
KAS
17
Kestra Advisory Services
Texas
$3.82M +$394K +8,350 +11%
BCG
18
Bravias Capital Group
New Jersey
$3.48M -$72.9K -1,545 -2%
CWM
19
CIBC World Markets
New York
$3.45M -$332K -7,032 -8%
PAG
20
Private Advisor Group
New Jersey
$3.43M -$406K -8,598 -10%
OWA
21
ORBA Wealth Advisors
Illinois
$3.31M -$14.8K -313 -0.4%
AA
22
Armis Advisers
Georgia
$2.83M -$406K -8,607 -12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.71M -$37.2K -789 -1%
RF
24
RHS Financial
California
$2.51M -$58.3K -1,236 -2%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.63M -$61.2K -1,296 -3%