We are live on ! Find out more
WTV icon

WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
Ceera Investments
Texas
$5.11M -$116K -1,267 -2%
CIA
52
Concurrent Investment Advisors
Florida
$5.11M -$184K -2,004 -4%
Truist Financial
53
Truist Financial
North Carolina
$4.88M +$133K +1,446 +3%
SA
54
Sanctuary Advisors
Indiana
$4.86M -$220K -2,403 -4%
SAM
55
Smartleaf Asset Management
Massachusetts
$4.79M +$97.7K +1,065 +2%
GWM
56
Geneos Wealth Management
Colorado
$4.58M +$11.5K +125 +0.3%
NA
57
NewEdge Advisors
Louisiana
$4.33M +$3.48M +37,959 +448%
KFAS
58
Keating Financial Advisory Services
Kansas
$4.25M +$4.18M +45,523 New
SWP
59
Stratos Wealth Partners
Ohio
$3.79M +$301K +3,285 +9%
PWM
60
PMG Wealth Management
Illinois
$3.6M +$224K +2,440 +7%
OC
61
Optima Capital
Oregon
$3.54M -$1.59M -17,360 -31%
SFA
62
Sequoia Financial Advisors
Ohio
$3.44M -$193K -2,105 -5%
BC
63
Bowman & Company
Wisconsin
$3.36M +$16.3K +178 +0.5%
NP
64
Nilsine Partners
Colorado
$3.35M +$157K +1,707 +5%
NS
65
NBC Securities
Alabama
$3.32M +$162K +1,762 +5%
BCA
66
Bay Capital Advisors
Virginia
$2.91M +$278K +3,031 +11%
VPW
67
Vericrest Private Wealth
Pennsylvania
$2.88M +$2.83M +30,860 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.84M +$975K +10,627 +53%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$2.84M +$153K +1,668 +6%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$2.77M +$950K +10,352 +53%
SS
71
Sunbelt Securities
Texas
$2.75M -$470K -5,122 -15%
CFG
72
Cooper Financial Group
California
$2.72M -$126K -1,378 -5%
SPI
73
Santori & Peters Inc
Pennsylvania
$2.71M +$22.7K +247 +0.9%
C
74
Certuity
Florida
$2.59M +$2.35M +25,579 +1,152%
JWCA
75
J.W. Cole Advisors
Florida
$2.5M +$402K +4,381 +20%