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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$16.8M -$3.9M -39,019 -19%
SL
27
Systelligence LLC
Minnesota
$16.3M -$6.11M -61,154 -28%
FHA
28
Flagship Harbor Advisors
Massachusetts
$16.3M +$839K +8,401 +6%
CPG
29
Cornerstone Planning Group
New Jersey
$15.4M +$469K +4,690 +3%
6F
30
626 Financial
Michigan
$15.1M +$805K +8,055 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$14.2M -$535K -5,359 -4%
C
32
Certuity
Florida
$12.6M +$3.12M +31,181 +34%
CAAS
33
Capital Asset Advisory Services
Michigan
$11.9M -$234K -2,345 -2%
AWM
34
Axxcess Wealth Management
California
$11.9M +$11.7M +116,832 New
MML Investors Services
35
MML Investors Services
Massachusetts
$11.7M +$2.66M +26,624 +30%
MMH
36
Menora Mivtachim Holdings
Israel
$11.4M
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$10.9M -$3.23M -32,325 -23%
TFG
38
Team Financial Group
California
$10.8M +$307K +3,073 +3%
GRP
39
Global Retirement Partners
California
$9.77M +$9.59M +96,039 New
EH
40
Equitable Holdings
New York
$9.18M +$233K +2,333 +3%
AWM
41
AE Wealth Management
Kansas
$8.62M +$431K +4,310 +5%
RA
42
Ruggaard & Associates
Ohio
$8.43M +$280K +2,807 +4%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$8.27M +$2.13M +21,311 +36%
WWM
44
Western Wealth Management
Colorado
$7.83M +$2.81M +28,153 +58%
DADC
45
D.A. Davidson & Co
Montana
$7.52M +$7.07M +70,737 +2,218%
CI
46
Ceera Investments
Texas
$7.26M +$1.97M +19,680 +38%
LGW
47
Leslie Global Wealth
Illinois
$7.08M -$2.89M -28,928 -42%
CAP
48
Columbia Advisory Partners
Washington
$6.77M +$179K +1,791 +3%
AAS
49
Ameritas Advisory Services
Nebraska
$6.75M +$4.85M +48,573 +273%
NA
50
NewEdge Advisors
Louisiana
$6.69M +$1.81M +18,138 +38%