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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$466K -$34.9K -427 -7%
OBGC
102
O'Brien Greene & Co
Pennsylvania
$423K
WBG
103
Wharton Business Group
Pennsylvania
$422K
CAG
104
Centerpoint Advisory Group
Kansas
$400K -$13.3K -163 -3%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$399K -$408 -5 -0.1%
CPRC
106
Consolidated Portfolio Review Corp
New York
$397K +$375K +4,594 New
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$389K +$368K +4,504 New
RFG
108
REAP Financial Group
Texas
$387K -$21.4K -262 -6%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$382K +$6.04K +74 +2%
FFS
110
Founders Financial Securities
Maryland
$356K +$337K +4,125 New
WIA
111
World Investment Advisors
California
$354K -$1.14K -14 -0.3%
CPA
112
Cathy Pareto & Associates
Florida
$353K -$90K -1,103 -21%
CF
113
Centaurus Financial
California
$346K +$327K +4,005 New
VFP
114
Verus Financial Partners
Virginia
$343K
KIM
115
Kane Investment Management
California
$339K +$8.24K +101 +3%
GVAG
116
Great Valley Advisor Group
Delaware
$337K +$5.39K +66 +2%
AI
117
Atria Investments
North Carolina
$335K -$2.4M -29,378 -88%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$326K
XPN
119
XY Planning Network
Montana
$323K +$17.7K +217 +6%
PTC
120
Private Trust Company
Ohio
$320K +$27.3K +335 +10%
GIA
121
Gladstone Institutional Advisory
Florida
$320K -$103K -1,266 -25%
QP
122
Quartz Partners
New York
$317K -$5.39K -66 -2%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$10.1K +124 +4%
RIA
124
Regal Investment Advisors
Michigan
$289K -$21.2K -260 -7%
OP
125
ORG Partners
Indiana
$262K -$8.08K -99 -3%