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WisdomTree New Economy Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
26
Concourse Financial Group Securities
Alabama
$109K +$67.4K +2,214 +174%
AG
27
Advisor Group
Arizona
$97K
AC
28
AlphaCore Capital
California
$81K +$78.8K +2,588 New
CAL
29
Capital Analysts LLC
Pennsylvania
$72K
IFWM
30
Institute for Wealth Management
Colorado
$72K +$69.5K +2,282 New
SC
31
Stratford Consulting
Texas
$63K +$61K +2,004 New
VCP
32
Verus Capital Partners
Arizona
$34K +$32.6K +1,069 New
FGAM
33
Financial Gravity Asset Management
Texas
$31K +$61 +2 +3%
SF
34
Synovus Financial
Georgia
$23K +$396 +13 +2%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$12.5K
GRP
36
Global Retirement Partners
California
$10K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$4K
GWM
38
Geneos Wealth Management
Colorado
$3K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3K +$2.44K +80 +8,000%
FHA
40
Flagship Harbor Advisors
Massachusetts
$2K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2K +$1.92K +63 New
FCB
42
First Command Bank
Texas
$1K
FCFS
43
First Command Financial Services
Texas
$1K
Jane Street
44
Jane Street
New York
-$1.05M -36,040 Closed
MWM
45
Mission Wealth Management
California
-$509K -17,380 Closed
FFN
46
Focus Financial Network
Minnesota
-$223K -7,620 Closed
KWA
47
KCS Wealth Advisory
California
-$55.2K -1,887 Closed
SFS
48
Sowell Financial Services
Arkansas
-$28K -940 Closed