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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$12.1M +$271K +3,045 +2%
AWM
27
Axxcess Wealth Management
California
$11.1M +$193K +2,168 +2%
CAAS
28
Capital Asset Advisory Services
Michigan
$11.1M +$213K +2,387 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$10.4M +$2.64M +29,647 +35%
6F
30
626 Financial
Michigan
$10.3M +$10.1M +113,214 New
MMH
31
Menora Mivtachim Holdings
Israel
$9.81M +$9.6M +107,749 New
TFG
32
Team Financial Group
California
$9.41M +$69.5K +780 +0.8%
PAG
33
Private Advisor Group
New Jersey
$8.39M +$1.61M +18,019 +24%
AWM
34
AE Wealth Management
Kansas
$8.05M +$331K +3,717 +4%
RA
35
Ruggaard & Associates
Ohio
$7.73M +$28.4K +319 +0.4%
GRP
36
Global Retirement Partners
California
$7.71M +$720K +8,084 +11%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$7.63M -$535K -6,009 -7%
IA
38
Insight Advisors
Pennsylvania
$7.59M +$30.7K +345 +0.4%
LGW
39
Leslie Global Wealth
Illinois
$6.64M -$415K -4,657 -6%
MWM
40
Modern Wealth Management
Kansas
$6.27M +$264K +2,967 +5%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.93M +$84K +943 +1%
UWM
42
USAdvisors Wealth Management
Minnesota
$5.7M +$327K +3,675 +6%
CIA
43
Concurrent Investment Advisors
Florida
$5.17M -$825K -9,257 -14%
CI
44
Ceera Investments
Texas
$5.1M +$1.3M +14,629 +35%
OC
45
Optima Capital
Oregon
$5.04M -$1.36M -15,280 -22%
SA
46
Sanctuary Advisors
Indiana
$4.96M +$4.16M +46,705 +602%
IA
47
IFG Advisory
Georgia
$4.72M +$1.34M +15,060 +41%
Truist Financial
48
Truist Financial
North Carolina
$4.63M +$333K +3,735 +8%
SAM
49
Smartleaf Asset Management
Massachusetts
$4.54M +$168K +1,883 +4%
GWM
50
Geneos Wealth Management
Colorado
$4.46M +$146K +1,636 +3%