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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$10.3M +$647K +7,929 +7%
TCOT
27
Trust Company of Toledo
Ohio
$10.2M +$9.65M +118,248 New
TFG
28
Team Financial Group
California
$8.86M +$463K +5,666 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.53M +$1.63M +19,984 +25%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$7.76M -$36.9K -452 -0.5%
MML Investors Services
31
MML Investors Services
Massachusetts
$7.33M -$1.19M -14,526 -15%
AWM
32
AE Wealth Management
Kansas
$7.33M +$243K +2,976 +4%
RA
33
Ruggaard & Associates
Ohio
$7.31M -$462K -5,655 -6%
IA
34
Insight Advisors
Pennsylvania
$7.17M +$3.23M +39,567 +91%
LGW
35
Leslie Global Wealth
Illinois
$6.7M -$66.9K -820 -1%
GRP
36
Global Retirement Partners
California
$6.62M +$6.26M +76,666 New
PAG
37
Private Advisor Group
New Jersey
$6.41M +$487K +5,960 +9%
OC
38
Optima Capital
Oregon
$6.1M +$604K +7,401 +12%
CIA
39
Concurrent Investment Advisors
Florida
$5.71M +$677K +8,290 +14%
MWM
40
Modern Wealth Management
Kansas
$5.69M +$274K +3,362 +5%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.55M +$1.54M +18,878 +42%
UWM
42
USAdvisors Wealth Management
Minnesota
$5.08M +$4.82M +59,008 New
SAM
43
Smartleaf Asset Management
Massachusetts
$4.12M +$139K +1,701 +4%
GWM
44
Geneos Wealth Management
Colorado
$4.09M -$33.2K -407 -0.9%
Truist Financial
45
Truist Financial
North Carolina
$4.07M +$3.85M +47,103 New
SPIA
46
Steward Partners Investment Advisory
New York
$3.79M -$752K -9,210 -17%
CI
47
Ceera Investments
Texas
$3.58M +$2.42M +29,701 +253%
SFA
48
Sequoia Financial Advisors
Ohio
$3.22M +$2.35M +28,765 +338%
IA
49
IFG Advisory
Georgia
$3.18M +$300K +3,675 +11%
SWP
50
Stratos Wealth Partners
Ohio
$3.11M -$10.5K -129 -0.4%