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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$277K -$34.3K -405 -11%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$2.46K +29 +0.9%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$273K
HWM
104
Horizon Wealth Management
Illinois
$272K -$27.9M -329,620 -99%
UBS Group
105
UBS Group
Switzerland
$264K +$272K +3,209 New
OP
106
ORG Partners
Indiana
$256K +$224K +2,650 +572%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$253K +$260K +3,075 New
SMC
108
Smith, Moore & Co
Missouri
$241K
Betterment LLC
109
Betterment LLC
New York
$237K -$2.88K -34 -1%
WPC
110
Wedmont Private Capital
Pennsylvania
$235K +$260K +3,073 New
AAS
111
Ameritas Advisory Services
Nebraska
$233K +$239K +2,819 New
CIM
112
Cambria Investment Management
California
$224K
WH
113
Willner & Heller
California
$217K -$424 -5 -0.2%
P
114
&Partners
Tennessee
$211K
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$207K
TA
116
TFB Advisors
Kansas
$204K +$211K +2,485 New
Comerica Bank
117
Comerica Bank
Texas
$117K +$20.9K +247 +21%
RI
118
Ridgewood Investments
New Jersey
$95.6K
HI
119
Hoey Investments
Pennsylvania
$71.5K +$73.7K +870 New
AA
120
Ancora Advisors
Ohio
$69.8K
CA
121
CoreCap Advisors
Michigan
$47.4K +$48.9K +577 New
NWM
122
Nova Wealth Management
Florida
$46.8K +$48.3K +570 New
AF
123
Allworth Financial
California
$38.1K +$36.5K +431 +829%
SIM
124
Synergy Investment Management
Florida
$26.1K
CFD
125
Creative Financial Designs
Indiana
$20.5K -$2.88K -34 -12%