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WisdomTree US Value Fund
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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
26
Advisor Resource Council
Texas
$6.24M +$7.98M +94,179 New
PAG
27
Private Advisor Group
New Jersey
$5.61M +$5.31M +62,719 +1,138%
OC
28
Optima Capital
Oregon
$5.2M +$4.8M +56,619 +856%
MWM
29
Modern Wealth Management
Kansas
$5.14M +$26.5K +313 +0.5%
CIA
30
Concurrent Investment Advisors
Florida
$4.75M +$4.53M +53,469 +1,247%
AWS
31
Atria Wealth Solutions
New York
$4.46M +$4.33M +51,142 +1,618%
SPIA
32
Steward Partners Investment Advisory
New York
$4.36M +$614K +7,243 +16%
GWM
33
Geneos Wealth Management
Colorado
$3.92M +$3.98M +47,017 +6,485%
SAM
34
Smartleaf Asset Management
Massachusetts
$3.76M +$3.92M +46,257 New
BCI
35
Brinker Capital Investments
Pennsylvania
$3.73M -$1.1K -13 -0%
OPS
36
Orion Portfolio Solutions
Nebraska
$3.73M -$1.1K -13 -0%
IA
37
Insight Advisors
Pennsylvania
$3.57M +$3.68M +43,469 New
NP
38
Nilsine Partners
Colorado
$3.43M +$607K +7,161 +21%
SA
39
Sanctuary Advisors
Indiana
$3.28M +$3.38M +39,895 New
SWP
40
Stratos Wealth Partners
Ohio
$2.97M +$1.38M +16,319 +82%
AI
41
Atria Investments
North Carolina
$2.73M +$2.82M +33,254 New
IA
42
IFG Advisory
Georgia
$2.72M +$2.8M +33,083 New
PWM
43
PMG Wealth Management
Illinois
$2.57M -$3.05K -36 -0.1%
IA
44
Integrity Alliance
Iowa
$2.41M +$2.48M +29,314 New
NS
45
NBC Securities
Alabama
$2.4M +$2.48M +29,243 New
ATPW
46
Ashton Thomas Private Wealth
Arizona
$2.26M +$920K +10,864 +65%
CGH
47
Crossmark Global Holdings
Texas
$2.13M +$2.2M +25,924 New
SWIA
48
Solano Wealth Investment Advisors
California
$1.95M -$6.28M -74,146 -76%
EH
49
Equitable Holdings
New York
$1.9M +$439K +5,179 +29%
FTS
50
Fifth Third Securities
Ohio
$1.79M -$85K -1,003 -4%
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