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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
$283M -$1.31M -24,053 -0.4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.6M +$1.74M +31,815 +2%
RA
3
Rational Advisors
New York
$69.3M +$35.5M +650,475 +101%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$51.5M +$3.02M +55,390 +6%
OIA
5
OneDigital Investment Advisors
Kansas
$31.8M -$5.06M -92,690 -13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$29.4M +$99K +1,815 +0.3%
PFA
7
Professional Financial Advisors
Nebraska
$26.5M +$1.09M +20,026 +4%
WI
8
WJ Interests
Texas
$25.8M +$1.65M +30,197 +7%
4PL
9
46 Peaks LLC
Pennsylvania
$23.1M +$789K +14,473 +3%
LPL Financial
10
LPL Financial
California
$18.3M +$870K +15,945 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$17M -$8.41M -154,255 -32%
AQR Capital Management
12
AQR Capital Management
Connecticut
$13.2M +$578K +10,599 +4%
PIA
13
Perennial Investment Advisors
California
$8.38M -$37.4K -685 -0.4%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$8.31M -$1.36M -24,879 -14%
KAS
15
Kestra Advisory Services
Texas
$7M +$2.81M +51,434 +62%
FA
16
Fermata Advisors
California
$6.23M -$233K -4,270 -3%
BCG
17
Bravias Capital Group
New Jersey
$4.48M -$1.03M -18,949 -18%
PAG
18
Private Advisor Group
New Jersey
$4.43M +$233K +4,280 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.95M +$411K +7,536 +11%
IAA
20
Independent Advisor Alliance
North Carolina
$3.9M +$4.08M +74,814 New
Morgan Stanley
21
Morgan Stanley
New York
$3.64M -$537K -9,851 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.56M +$1.13M +20,736 +42%
CBU
23
CIBC Bancorp USA
Illinois
$2.91M +$3.04M +55,755 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.63M -$31.6K -579 -1%
RF
25
RHS Financial
California
$2.63M -$112K -2,061 -4%