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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$1.15M +$339K +3,503 +41%
TWM
102
TopTier Wealth Management
Wisconsin
$1.14M +$228K +2,357 +24%
CAG
103
Centerpoint Advisory Group
Kansas
$1.11M +$342K +3,535 +43%
M
104
MATAURO
New York
$1.09M -$2.62K -27 -0.2%
SF
105
Summit Financial
New Jersey
$1.07M +$315K +3,256 +41%
PWA
106
PCG Wealth Advisors
Kansas
$1.06M +$48.5K +501 +5%
WS
107
Wedbush Securities
California
$1.03M +$50.1K +517 +5%
Jane Street
108
Jane Street
New York
$1.01M +$476K +4,915 +85%
CIA
109
Concurrent Investment Advisors
Florida
$1M -$4.28M -44,190 -81%
AC
110
Avant Capital
Louisiana
$931K +$25.5K +263 +3%
GWP
111
Gateway Wealth Partners
Wisconsin
$928K +$479K +4,948 +102%
AB
112
Atlas Brown
Kentucky
$909K +$19.1K +197 +2%
PCM
113
Parsons Capital Management
Rhode Island
$903K +$127K +1,315 +16%
RW
114
RVW Wealth
California
$901K
FNBOO
115
First National Bank of Omaha
Nebraska
$879K +$127K +1,310 +16%
FTS
116
Fifth Third Securities
Ohio
$878K -$126K -1,306 -12%
ZF
117
Zhang Financial
Michigan
$838K +$857K +8,851 New
KPWS
118
Kestra Private Wealth Services
Texas
$836K +$571K +5,899 +202%
GVAG
119
Great Valley Advisor Group
Delaware
$785K +$509K +5,257 +173%
WIA
120
World Investment Advisors
California
$724K -$229K -2,364 -24%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$718K +$735K +7,584 New
SA
122
Sonoma Allocations
California
$711K +$726K +7,497 New
PS
123
Principal Securities
Iowa
$706K +$106K +1,095 +17%
SEIA
124
Signature Estate & Investment Advisors
California
$702K -$2.23K -23 -0.3%
WLPWM
125
Walled Lake Planning & Wealth Management
Illinois
$686K -$35.3K -364 -5%