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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
$300M -$744K -16,094 -0.3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.3M +$3.29M +71,058 +6%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$46.1M +$741K +16,016 +2%
RA
4
Rational Advisors
New York
$39M -$5.79M -125,256 -14%
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M +$85.9K +1,857 +0.2%
WI
6
WJ Interests
Texas
$29.4M -$773K -16,722 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.1M -$4.07K -88 -0%
PFA
8
Professional Financial Advisors
Nebraska
$23.9M +$1.17M +25,222 +6%
LPL Financial
9
LPL Financial
California
$23.7M +$1.17M +25,269 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22M -$2.48M -53,712 -11%
HBS
11
Howard Bailey Securities
Indiana
$17.8M +$619K +13,380 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.4M -$247K -5,347 -2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$12.5M -$710K -15,346 -6%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.9M -$6.22M -134,480 -49%
PIA
15
Perennial Investment Advisors
California
$6.54M -$2.69M -58,194 -31%
FA
16
Fermata Advisors
California
$5.65M +$464K +10,036 +10%
KAS
17
Kestra Advisory Services
Texas
$4.7M +$437K +9,442 +11%
BCG
18
Bravias Capital Group
New Jersey
$4.24M +$366K +7,907 +10%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$4.1M +$3.79M +82,000 New
PAG
20
Private Advisor Group
New Jersey
$3.93M +$128K +2,768 +4%
CWM
21
CIBC World Markets
New York
$3.44M -$343K -7,417 -10%
RF
22
RHS Financial
California
$2.93M +$142K +3,076 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M -$204K -4,421 -7%
AA
24
Armis Advisers
Georgia
$2.5M -$583K -12,616 -20%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.88M +$76.1K +1,645 +5%