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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MidAtlantic Capital Management
Virginia
$1.19M +$966K +9,975 +389%
MAI Capital Management
102
MAI Capital Management
Ohio
$1.15M +$339K +3,503 +41%
TWM
103
TopTier Wealth Management
Wisconsin
$1.14M +$228K +2,357 +24%
CAG
104
Centerpoint Advisory Group
Kansas
$1.11M +$342K +3,535 +43%
M
105
MATAURO
New York
$1.09M -$2.62K -27 -0.2%
Summit Financial
106
Summit Financial
New Jersey
$1.07M +$315K +3,256 +41%
PWA
107
PCG Wealth Advisors
Kansas
$1.06M +$48.5K +501 +5%
Wedbush Securities
108
Wedbush Securities
California
$1.03M +$50.1K +517 +5%
Jane Street
109
Jane Street
New York
$1.01M +$476K +4,915 +85%
Concurrent Investment Advisors
110
Concurrent Investment Advisors
Florida
$1M -$4.28M -44,190 -81%
AC
111
Avant Capital
Louisiana
$931K +$25.5K +263 +3%
GWP
112
Gateway Wealth Partners
Wisconsin
$928K +$479K +4,948 +102%
AB
113
Atlas Brown
Kentucky
$909K +$19.1K +197 +2%
PCM
114
Parsons Capital Management
Rhode Island
$903K +$127K +1,315 +16%
RW
115
RVW Wealth
California
$901K – – –
First National Bank of Omaha
116
First National Bank of Omaha
Nebraska
$879K +$127K +1,310 +16%
FTS
117
Fifth Third Securities
Ohio
$878K -$126K -1,306 -12%
ZF
118
Zhang Financial
Michigan
$838K +$857K +8,851 New
Kestra Private Wealth Services
119
Kestra Private Wealth Services
Texas
$836K +$571K +5,899 +202%
Great Valley Advisor Group
120
Great Valley Advisor Group
Delaware
$785K +$509K +5,257 +173%
World Investment Advisors
121
World Investment Advisors
California
$724K -$229K -2,364 -24%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$718K +$735K +7,584 New
SA
123
Sonoma Allocations
California
$711K +$726K +7,497 New
Principal Securities
124
Principal Securities
Iowa
$706K +$106K +1,095 +17%
Signature Estate & Investment Advisors
125
Signature Estate & Investment Advisors
California
$702K -$2.23K -23 -0.3%