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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Centerpoint Advisory Group
Kansas
$572K +$148K +1,658 +36%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$547K
CSP
103
Cary Street Partners
Virginia
$529K +$518K +5,810 New
LI
104
LRI Investments
Florida
$527K +$89 +1 +0%
BFA
105
Beacon Financial Advisory
Ohio
$482K -$31.6K -355 -6%
PS
106
Principal Securities
Iowa
$479K -$13.7K -154 -3%
MA
107
Mutual Advisors
Nebraska
$466K -$15.7K -176 -3%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$451K +$417K +4,683 +1,722%
SF
109
Summit Financial
New Jersey
$449K +$440K +4,937 New
OBGC
110
O'Brien Greene & Co
Pennsylvania
$446K
WBG
111
Wharton Business Group
Pennsylvania
$445K
PCM
112
Parsons Capital Management
Rhode Island
$443K +$433K +4,863 New
DAS
113
Diversify Advisory Services
Utah
$437K +$432K +4,847 New
CPRC
114
Consolidated Portfolio Review Corp
New York
$424K +$5.35K +60 +1%
RCAG
115
Rehmann Capital Advisory Group
Michigan
$419K -$891 -10 -0.2%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$410K
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$408K +$10.2K +115 +3%
CF
118
Centaurus Financial
California
$397K +$32K +359 +9%
RFG
119
REAP Financial Group
Texas
$378K -$29.2K -328 -7%
VFP
120
Verus Financial Partners
Virginia
$357K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$343K
GVAG
122
Great Valley Advisor Group
Delaware
$331K -$23.7K -266 -7%
QP
123
Quartz Partners
New York
$331K -$3.03K -34 -0.9%
XPN
124
XY Planning Network
Montana
$323K
KIM
125
Kane Investment Management
California
$308K -$47.6K -534 -14%