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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$6.69M +$1.81M +18,138 +38%
GWM
52
Geneos Wealth Management
Colorado
$6.54M -$86.8K -869 -1%
Truist Financial
53
Truist Financial
North Carolina
$6.53M +$1.07M +10,688 +20%
IA
54
IFG Advisory
Georgia
$6.48M +$6.37M +63,733 New
UWM
55
USAdvisors Wealth Management
Minnesota
$6.15M -$1.2M -11,962 -17%
UAG
56
United Advisor Group
Ohio
$5.51M +$2.59M +25,934 +92%
MWM
57
Modern Wealth Management
Kansas
$5.51M -$303K -3,028 -5%
SAM
58
Smartleaf Asset Management
Massachusetts
$5.3M – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$4.93M -$1.4M -14,041 -22%
CFD
60
Creative Financial Designs
Indiana
$4.88M +$4.76M +47,642 +13,730%
NS
61
NBC Securities
Alabama
$4.61M +$436K +4,367 +11%
PWM
62
PMG Wealth Management
Illinois
$4.46M +$367K +3,670 +9%
NP
63
Nilsine Partners
Colorado
$4.46M -$13K -130 -0.3%
VPW
64
Vericrest Private Wealth
Pennsylvania
$4.41M +$806K +8,067 +23%
OC
65
Optima Capital
Oregon
$3.86M -$22.8K -228 -0.6%
BCA
66
Bay Capital Advisors
Virginia
$3.86M +$340K +3,405 +10%
SFA
67
Sequoia Financial Advisors
Ohio
$3.76M -$1.6K -16 -0%
JWCA
68
J.W. Cole Advisors
Florida
$3.71M +$655K +6,555 +22%
BCI
69
Brinker Capital Investments
Pennsylvania
$3.59M -$1.94M -19,446 -36%
ATPW
70
Ashton Thomas Private Wealth
Arizona
$3.57M +$251K +2,513 +8%
PAG
71
Powers Advisory Group
Illinois
$3.44M +$809K +8,099 +31%
SPI
72
Santori & Peters Inc
Pennsylvania
$3.08M +$42K +420 +1%
ARC
73
Advisor Resource Council
Texas
$2.77M +$469K +4,693 +21%
FFS
74
Founders Financial Securities
Maryland
$2.74M +$686K +6,863 +34%
HP
75
Holistic Planning
Texas
$2.62M +$369K +3,694 +17%