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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$210K -$8.54K -150 -4%
CIM
27
Cambria Investment Management
California
$209K +$209K +3,665 New
UBS Group
28
UBS Group
Switzerland
$175K +$114K +2,011 +190%
PTC
29
Private Trust Company
Ohio
$96K +$95.8K +1,683 New
NA
30
NewEdge Advisors
Louisiana
$88.3K +$88.1K +1,548 New
Wells Fargo
31
Wells Fargo
California
$86.3K +$57 +1 +0.1%
TC
32
Tacita Capital
Ontario, Canada
$55K
AWM
33
Accel Wealth Management
Iowa
$52.5K
BAM
34
Belpointe Asset Management
Nevada
$51.5K +$51.4K +904 New
AA
35
Ancora Advisors
Ohio
$48K
GWM
36
Geneos Wealth Management
Colorado
$45.6K
IGWM
37
ICA Group Wealth Management
Colorado
$22.5K +$22.4K +394 New
Citigroup
38
Citigroup
New York
$12.6K -$11.9K -209 -49%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$12K -$34K -598 -73%
William Blair & Company
40
William Blair & Company
Illinois
$8.21K -$21.3K -375 -72%
HI
41
Harbour Investments
Wisconsin
$5.7K
SPIA
42
Steward Partners Investment Advisory
New York
$1.03K +$1.02K +18 New
CFD
43
Creative Financial Designs
Indiana
$114
GVAG
44
Great Valley Advisor Group
Delaware
-$764K -14,971 Closed
MA
45
MUFG Americas
New York
-$20K -394 Closed
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
-$9K -194 Closed