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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$13.3M +$482K +5,253 +4%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$13M +$519K +5,658 +4%
6F
28
626 Financial
Michigan
$12.6M +$2.05M +22,324 +20%
CPG
29
Cornerstone Planning Group
New Jersey
$12.5M +$11.9M +130,256 +34,921%
JP Morgan Chase
30
JP Morgan Chase
New York
$12.3M -$89.9K -980 -0.7%
Mariner
31
Mariner
Kansas
$12.2M -$226K -2,459 -2%
MML Investors Services
32
MML Investors Services
Massachusetts
$11.4M +$747K +8,147 +7%
CAAS
33
Capital Asset Advisory Services
Michigan
$11.4M -$260K -2,835 -2%
AWM
34
Axxcess Wealth Management
California
$11.1M -$294K -3,203 -3%
MMH
35
Menora Mivtachim Holdings
Israel
$11.1M +$1.01M +11,065 +10%
PAG
36
Private Advisor Group
New Jersey
$10.6M +$1.99M +21,726 +24%
TFG
37
Team Financial Group
California
$9.57M -$69.3K -756 -0.7%
MWMDPGFG
38
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$9.47M +$9.31M +101,535 New
AWM
39
AE Wealth Management
Kansas
$8.7M +$438K +4,777 +5%
IA
40
Insight Advisors
Pennsylvania
$8.08M +$291K +3,175 +4%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7.97M +$144K +1,566 +2%
GRP
42
Global Retirement Partners
California
$7.9M -$2.38K -26 -0%
RMS
43
Retirement Management Systems
Maryland
$7.8M +$7.67M +83,651 New
RA
44
Ruggaard & Associates
Ohio
$7.23M -$689K -7,508 -9%
LGW
45
Leslie Global Wealth
Illinois
$6.63M -$177K -1,930 -3%
UWM
46
USAdvisors Wealth Management
Minnesota
$6.41M +$549K +5,983 +10%
MWM
47
Modern Wealth Management
Kansas
$6.08M -$333K -3,631 -5%
EH
48
Equitable Holdings
New York
$5.95M +$1.81M +19,743 +45%
BCI
49
Brinker Capital Investments
Pennsylvania
$5.57M -$506K -5,521 -8%
IA
50
IFG Advisory
Georgia
$5.12M +$284K +3,092 +6%