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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.37M -$56.5K -748 -4%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$1.22M +$52.9K +700 +5%
WWM
28
Western Wealth Management
Colorado
$1.08M +$1.02M +13,523 New
FAIM
29
Financial Advocates Investment Management
Washington
$1.06M -$55.7K -737 -5%
FCMA
30
Foresight Capital Management Advisors
Michigan
$949K +$123K +1,627 +16%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$937K +$42.4K +561 +5%
RW
32
RVW Wealth
California
$788K -$3.78K -50 -0.5%
Prudential Financial
33
Prudential Financial
New Jersey
$779K +$237K +3,131 +47%
GLA
34
Good Life Advisors
Pennsylvania
$735K -$1.21K -16 -0.2%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$526K
CCM
36
Carlson Capital Management
Minnesota
$505K -$66.6K -881 -12%
LI
37
LRI Investments
Florida
$468K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$409K +$907 +12 +0.2%
WBG
39
Wharton Business Group
Pennsylvania
$391K
OBGC
40
O'Brien Greene & Co
Pennsylvania
$368K
AQR Capital Management
41
AQR Capital Management
Connecticut
$360K +$340K +4,498 New
SPC
42
Sigma Planning Corp
Michigan
$320K +$303K +4,003 New
RIA
43
Regal Investment Advisors
Michigan
$305K +$288K +3,812 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$302K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$25.3K +335 +11%
Betterment LLC
46
Betterment LLC
New York
$245K +$983 +13 +0.4%
CIA
47
Concurrent Investment Advisors
Florida
$239K +$2.8K +37 +1%
SMC
48
Smith, Moore & Co
Missouri
$234K -$12.8K -170 -5%
AWS
49
Atria Wealth Solutions
New York
$218K +$206K +2,725 New
CIM
50
Cambria Investment Management
California
$214K -$14.9K -197 -7%