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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
$298M -$2.09M -38,274 -0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$75.6M +$601K +11,002 +0.8%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$51.1M -$471K -8,614 -0.9%
OIA
4
OneDigital Investment Advisors
Kansas
$38.5M -$70.7K -1,293 -0.2%
RA
5
Rational Advisors
New York
$35.4M -$3.69M -67,595 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$30.8M +$219K +4,005 +0.7%
PFA
7
Professional Financial Advisors
Nebraska
$26.8M -$277K -5,075 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$26.6M -$110K -2,014 -0.4%
WI
9
WJ Interests
Texas
$25.4M -$1.82M -33,228 -7%
4PL
10
46 Peaks LLC
Pennsylvania
$23.5M +$23.4M +428,515 New
LPL Financial
11
LPL Financial
California
$18.4M +$798K +14,602 +5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$13.3M -$167K -3,061 -1%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$10.1M -$216K -3,952 -2%
PIA
14
Perennial Investment Advisors
California
$8.84M +$1.64M +30,001 +23%
FA
15
Fermata Advisors
California
$6.78M -$77.8K -1,424 -1%
BCG
16
Bravias Capital Group
New Jersey
$5.75M +$478K +8,748 +9%
KAS
17
Kestra Advisory Services
Texas
$4.54M -$34.5K -631 -0.8%
PAG
18
Private Advisor Group
New Jersey
$4.42M -$11.8K -215 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$4.36M +$543K +9,938 +14%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.74M -$13.8M -253,163 -79%
CWM
21
CIBC World Markets
New York
$3.53M +$3.52M +64,467 New
RF
22
RHS Financial
California
$2.87M -$75.6K -1,384 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.8M -$47.7K -873 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.71M +$1.94M +35,562 +257%
LEFP
25
Leading Edge Financial Planning
Tennessee
$2.06M +$118K +2,156 +6%