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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Cathy Pareto & Associates
Florida
$427K +$762 +9 +0.2%
AC
77
Avant Capital
Louisiana
$425K +$11.2K +132 +3%
GIA
78
Gladstone Institutional Advisory
Florida
$408K +$421K +4,965 New
Goldman Sachs
79
Goldman Sachs
New York
$408K +$420K +4,960 New
OBGC
80
O'Brien Greene & Co
Pennsylvania
$403K +$25.4K +300 +7%
WBG
81
Wharton Business Group
Pennsylvania
$401K
CAG
82
Centerpoint Advisory Group
Kansas
$394K +$84.2K +994 +26%
RFG
83
REAP Financial Group
Texas
$389K +$237K +2,793 +144%
UAG
84
United Advisor Group
Ohio
$381K +$182K +2,151 +87%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$380K +$189K +2,232 +93%
SPC
86
Sigma Planning Corp
Michigan
$372K +$64.4K +760 +20%
IA
87
IFP Advisors
Florida
$371K +$383K +4,522 New
AQR Capital Management
88
AQR Capital Management
Connecticut
$370K
WLPWM
89
Walled Lake Planning & Wealth Management
Illinois
$356K +$367K +4,335 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$352K -$70.7K -835 -16%
PS
91
Principal Securities
Iowa
$343K
TWP
92
Tempus Wealth Planning
California
$340K -$1.19M -14,000 -77%
WIA
93
World Investment Advisors
California
$338K +$349K +4,117 New
GVAG
94
Great Valley Advisor Group
Delaware
$315K +$325K +3,836 New
KIM
95
Kane Investment Management
California
$314K +$324K +3,819 New
QP
96
Quartz Partners
New York
$307K +$316K +3,732 New
MA
97
Mutual Advisors
Nebraska
$303K +$325K +3,837 New
VFP
98
Verus Financial Partners
Virginia
$302K +$332K +3,918 New
RIA
99
Regal Investment Advisors
Michigan
$296K -$19.1K -225 -6%
XPN
100
XY Planning Network
Montana
$289K +$298K +3,517 New