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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$454K
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$434K +$400K +6,328 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$422K -$12.2K -193 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$386K +$356K +5,636 New
RFG
30
REAP Financial Group
Texas
$383K +$354K +5,596 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$328K +$302K +4,782 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$319K +$294K +4,650 New
OBGC
33
O'Brien Greene & Co
Pennsylvania
$308K
PA
34
Prism Advisors
California
$289K +$267K +4,222 New
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$259K
CJFS
36
Coulter & Justus Financial Services
Tennessee
$255K +$235K +3,717 New
BAM
37
Belpointe Asset Management
Nevada
$226K +$209K +3,303 New
SMC
38
Smith, Moore & Co
Missouri
$212K +$196K +3,100 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$195K +3,089 New
Betterment LLC
40
Betterment LLC
New York
$210K -$57.3K -907 -23%
CIM
41
Cambria Investment Management
California
$209K -$57.4K -908 -23%
CIA
42
Concurrent Investment Advisors
Florida
$202K +$186K +2,948 New
AT
43
Avalon Trust
New Mexico
$140K +$129K +2,048 New
PTC
44
Private Trust Company
Ohio
$84.5K -$52.3K -827 -40%
AA
45
Ancora Advisors
Ohio
$58.3K
GWM
46
Geneos Wealth Management
Colorado
$54.8K
TC
47
Tacita Capital
Ontario, Canada
$49K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$44K +$26.6K +421 +195%
Wells Fargo
49
Wells Fargo
California
$41.5K +$38.2K +605 +60,500%
HNB
50
Huntington National Bank
Ohio
$37.5K