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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
TD Capital Management
Tennessee
$8.37K – – –
HNB
227
Huntington National Bank
Ohio
$7.63K – – –
PB
228
Pinnacle Bancorp
Nebraska
$7.12K – – –
NB
229
NBT Bank
New York
$6.82K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$5.09K – – –
LFG
231
Larson Financial Group
Missouri
$4.27K – – –
HNB
232
Hilltop National Bank
Wyoming
$3.46K – – –
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$3.05K +$3K +30 New
MSG
234
Main Street Group
Virginia
$2.24K – – –
MIA
235
Milestone Investment Advisors
Wisconsin
$1.32K +$1.3K +13 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$1.16K +$799 +8 +267%
Citigroup
237
Citigroup
New York
$102 – – –
Lido Advisors
238
Lido Advisors
California
– -$26.9M -284,102 Closed
IAA
239
Independent Advisor Alliance
North Carolina
– -$24.7M -260,832 Closed
RMS
240
Retirement Management Systems
Maryland
– -$8.57M -90,429 Closed
Jane Street
241
Jane Street
New York
– -$1.01M -10,702 Closed
RA
242
Rubicon Advisors
California
– -$446K -4,711 Closed
TFM
243
Trademark Financial Management
Minnesota
– -$330K -3,481 Closed
PCMC
244
Paragon Capital Management (Colorado)
Colorado
– -$320K -3,376 Closed
AWMG
245
ADG Wealth Management Group
Louisiana
– -$230K -2,426 Closed
YAL
246
Your Advocates Ltd
Texas
– -$55.7K -588 Closed
SIS
247
Sound Income Strategies
Florida
– -$10.5K -111 Closed
BCWM
248
Bartlett & Co Wealth Management
Ohio
– -$5.1K -52 Closed