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WisdomTree US Value Fund
108.54
USD
-0.04
0.04%
At close
Updated
Aug 26, 1:38 PM EDT
Pre-market
After hours
1 day
-0.04%
5 days
0.72%
1 month
2.29%
3 months
6.48%
6 months
8.84%
Year to date
15.38%
1 year
20.32%
5 years
76.12%
10 years
240.57%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $37.1K | +$34.3K | +542 | New |
|
| 52 |
HI
52
Harbour Investments
Madison,
Wisconsin
| $34.3K | – | – | – |
|
| 53 |
53
Comerica Bank
Dallas,
Texas
| $25.4K | – | – | – |
|
| 54 |
DWMG
54
DB Wealth Management Group
San Diego,
California
| $24.5K | +$22.6K | +358 | New |
|
| 55 |
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $16.3K | +$14.9K | +236 | +11,800% |
|
| 56 |
HGERS
56
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $13K | – | – | – |
|
| 57 |
57
William Blair & Company
Chicago,
Illinois
| $9.87K | – | – | – |
|
| 58 |
HPC
58
HM Payson & Co
Portland,
Maine
| $6.85K | – | – | – |
|
| 59 |
CAS
59
Coppell Advisory Solutions
Coppell,
Texas
| $5.14K | +$4.74K | +75 | New |
|
| 60 |
60
Fidelity Investments
Boston,
Massachusetts
| $69 | +$63 | +1 | New |
|
| 61 |
PAG
61
Private Advisor Group
Morristown,
New Jersey
| – | -$2.46M | -39,859 | Closed |
|
| 62 |
62
UBS Group
Zurich,
Switzerland
| – | -$11.6K | -188 | Closed |
|