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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$255K +$13.1K +218 +5%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$231K +$782 +13 +0.3%
VBFP
28
Valtinson Bruner Financial Planning
Minnesota
$223K -$19.9K -331 -8%
Betterment LLC
29
Betterment LLC
New York
$202K -$14.5K -241 -7%
CIM
30
Cambria Investment Management
California
$201K -$14.5K -241 -7%
UBS Group
31
UBS Group
Switzerland
$128K -$52.8K -878 -29%
PTC
32
Private Trust Company
Ohio
$97K -$1.68K -28 -2%
BAM
33
Belpointe Asset Management
Nevada
$95K +$43.1K +716 +79%
RI
34
Ridgewood Investments
New Jersey
$74.7K +$76.6K +1,274 New
AWM
35
Accel Wealth Management
Iowa
$53.9K
AA
36
Ancora Advisors
Ohio
$49.8K
GWM
37
Geneos Wealth Management
Colorado
$46.9K
TC
38
Tacita Capital
Ontario, Canada
$42K -$15.3K -255 -26%
IGWM
39
ICA Group Wealth Management
Colorado
$23.9K +$782 +13 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$23K +$10K +167 +77%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11.7K +194 New
William Blair & Company
42
William Blair & Company
Illinois
$8.44K
HI
43
Harbour Investments
Wisconsin
$5.86K
HPC
44
HM Payson & Co
Maine
$5.86K +$6.01K +100 New
CFD
45
Creative Financial Designs
Indiana
$117
Fidelity Investments
46
Fidelity Investments
Massachusetts
$59 +$60 +1 New
FTUS
47
Flow Traders U.S.
New York
-$684K -11,994 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
-$234K -4,112 Closed
NA
49
NewEdge Advisors
Louisiana
-$88.3K -1,548 Closed
Citigroup
50
Citigroup
New York
-$12.6K -221 Closed