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WisdomTree US Value Fund
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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
101
First National Bank Sioux Falls
South Dakota
$1.16M +$346K +3,768 +43%
M
102
MATAURO
New York
$1.08M +$37.5K +409 +4%
PWA
103
PCG Wealth Advisors
Kansas
$995K +$22.1K +241 +2%
FTS
104
Fifth Third Securities
Ohio
$987K -$59.1K -644 -6%
WS
105
Wedbush Securities
California
$971K +$330K +3,601 +53%
WIA
106
World Investment Advisors
California
$934K +$254K +2,766 +38%
TWM
107
TopTier Wealth Management
Wisconsin
$905K +$890K +9,703 New
AC
108
Avant Capital
Louisiana
$892K +$217K +2,366 +33%
RW
109
RVW Wealth
California
$887K – – –
AB
110
Atlas Brown
Kentucky
$877K +$862K +9,399 New
MCM
111
MAI Capital Management
Ohio
$806K +$793K +8,642 New
PCM
112
Parsons Capital Management
Rhode Island
$767K +$308K +3,356 +69%
FNBOO
113
First National Bank of Omaha
Nebraska
$763K +$744K +8,116 New
CAG
114
Centerpoint Advisory Group
Kansas
$763K +$173K +1,884 +30%
CSP
115
Cary Street Partners
Virginia
$757K +$211K +2,300 +40%
SF
116
Summit Financial
New Jersey
$747K +$281K +3,065 +62%
WLPWM
117
Walled Lake Planning & Wealth Management
Illinois
$710K +$8.35K +91 +1%
SEIA
118
Signature Estate & Investment Advisors
California
$694K +$3.39K +37 +0.5%
DAS
119
Diversify Advisory Services
Utah
$657K +$182K +1,984 +41%
XPN
120
XY Planning Network
Montana
$626K +$273K +2,978 +80%
PS
121
Principal Securities
Iowa
$593K +$100K +1,093 +21%
OPW
122
Osprey Private Wealth
New York
$578K +$569K +6,198 New
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$561K – – –
WCAMG
124
Woodard & Company Asset Management Group
North Carolina
$560K +$550K +5,998 New
LI
125
LRI Investments
Florida
$540K +$183 +2 +0%
3 4
5
6 7