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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Cambria Investment Management
California
$255K +$38.7K +658 +19%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$247K +$1.12K +19 +0.5%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$231K +$217K +3,690 New
SMC
29
Smith, Moore & Co
Missouri
$200K +$188K +3,198 New
PTC
30
Private Trust Company
Ohio
$107K +$3.35K +57 +3%
RI
31
Ridgewood Investments
New Jersey
$79.7K – – –
AA
32
Ancora Advisors
Ohio
$53.2K – – –
GWM
33
Geneos Wealth Management
Colorado
$50K – – –
TC
34
Tacita Capital
Ontario, Canada
$45K – – –
UBS Group
35
UBS Group
Switzerland
$43.4K -$88.1K -1,496 -68%
IGWM
36
ICA Group Wealth Management
Colorado
$33.9K +$7.95K +135 +33%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$24K – – –
William Blair & Company
38
William Blair & Company
Illinois
$9.01K – – –
HPC
39
HM Payson & Co
Maine
$6.26K – – –
HI
40
Harbour Investments
Wisconsin
$6.25K – – –
CAS
41
Coppell Advisory Solutions
Texas
$4.66K +$4.42K +75 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$313 +$235 +4 +400%
CFD
43
Creative Financial Designs
Indiana
$125 – – –
KAS
44
Kestra Advisory Services
Texas
– -$15.3M -260,751 Closed
WWM
45
WJ Wealth Management
Arizona
– -$7.49M -127,723 Closed
DIA
46
Dana Investment Advisors
Wisconsin
– -$462K -7,885 Closed
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
– -$223K -3,811 Closed
BAM
48
Belpointe Asset Management
Nevada
– -$95K -1,620 Closed
AWM
49
Accel Wealth Management
Iowa
– -$53.9K -920 Closed