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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$928K +$182K +2,591 +27%
FCMA
27
Foresight Capital Management Advisors
Michigan
$788K +$734K +10,423 New
MAV
28
Mason & Associates (Virginia)
Virginia
$788K +$734K +10,423 New
CA
29
Cetera Advisors
Colorado
$730K +$681K +9,662 New
GLA
30
Good Life Advisors
Pennsylvania
$688K +$164K +2,325 +34%
Prudential Financial
31
Prudential Financial
New Jersey
$605K +$564K +8,006 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$578K +$93.1K +1,322 +21%
CCM
33
Carlson Capital Management
Minnesota
$576K -$4.99M -70,834 -90%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$501K
FHA
35
Flagship Harbor Advisors
Massachusetts
$446K +$415K +5,898 New
LI
36
LRI Investments
Florida
$411K +$383K +5,434 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$384K +$21.3K +303 +6%
WBG
38
Wharton Business Group
Pennsylvania
$369K -$129K -1,825 -27%
OBGC
39
O'Brien Greene & Co
Pennsylvania
$348K +$7.04K +100 +2%
RFG
40
REAP Financial Group
Texas
$308K -$107K -1,520 -27%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$300K -$47.9K -680 -15%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$284K
BAM
43
Belpointe Asset Management
Nevada
$252K +$2.04K +29 +0.9%
Betterment LLC
44
Betterment LLC
New York
$237K +$5K +71 +2%
SMC
45
Smith, Moore & Co
Missouri
$234K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$141 +2 +0.1%
CIM
47
Cambria Investment Management
California
$229K -$1.27K -18 -0.6%
CIA
48
Concurrent Investment Advisors
Florida
$223K
AWS
49
Atria Wealth Solutions
New York
$206K +$192K +2,725 New
AT
50
Avalon Trust
New Mexico
$155K