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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$15.6M -$273K -2,817 -2%
VVP
27
Venture Visionary Partners
Ohio
$15.6M +$1.33M +13,778 +9%
FHA
28
Flagship Harbor Advisors
Massachusetts
$14.4M +$901K +9,307 +7%
CPG
29
Cornerstone Planning Group
New Jersey
$14.1M +$1.1M +11,403 +9%
PAG
30
Private Advisor Group
New Jersey
$14M +$3.3M +34,040 +30%
JP Morgan Chase
31
JP Morgan Chase
New York
$13.4M +$1.2M +12,359 +9%
6F
32
626 Financial
Michigan
$13.3M +$429K +4,433 +3%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$13.2M -$19.5K -201 -0.1%
CAAS
34
Capital Asset Advisory Services
Michigan
$11.8M -$26.9K -278 -0.2%
MMH
35
Menora Mivtachim Holdings
Israel
$10.6M -$639K -6,602 -6%
PGFG
36
Pine Grove Financial Group
Minnesota
$10.1M +$465K +4,797 +5%
TFG
37
Team Financial Group
California
$9.78M +$57.2K +591 +0.6%
C
38
Certuity
Florida
$8.74M +$6.25M +64,491 +232%
RMS
39
Retirement Management Systems
Maryland
$8.57M +$656K +6,778 +8%
MML Investors Services
40
MML Investors Services
Massachusetts
$8.42M -$3.27M -33,800 -28%
EH
41
Equitable Holdings
New York
$8.2M +$2.34M +24,188 +38%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$8.03M -$61.8K -638 -0.7%
AWM
43
AE Wealth Management
Kansas
$7.62M -$1.25M -12,886 -14%
RA
44
Ruggaard & Associates
Ohio
$7.59M +$253K +2,612 +3%
UWM
45
USAdvisors Wealth Management
Minnesota
$6.76M +$368K +3,800 +6%
LGW
46
Leslie Global Wealth
Illinois
$6.5M -$236K -2,433 -3%
GWM
47
Geneos Wealth Management
Colorado
$6.17M +$1.55M +16,027 +33%
CAP
48
Columbia Advisory Partners
Washington
$6.14M +$6.28M +64,791 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5.92M +$3.18M +32,816 +110%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.56M +$3.44M +35,527 +148%