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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$826K +$149K +1,493 +23%
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$812K +$73.5K +736 +10%
BA
128
Ballew Advisors
Mississippi
$778K +$754K +7,547 New
SEIA
129
Signature Estate & Investment Advisors
California
$755K +$1.4K +14 +0.2%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$732K -$39.2K -392 -5%
CSP
131
Cary Street Partners
Virginia
$702K +$74.2K +743 +12%
WIA
132
World Investment Advisors
California
$683K -$55.5K -556 -7%
PS
133
Principal Securities
Iowa
$654K -$102K -1,023 -14%
GS
134
GWN Securities
Florida
$633K +$8.39K +84 +1%
OPW
135
Osprey Private Wealth
New York
$630K
PIP
136
Philadelphia Investment Partners
New Jersey
$624K +$1.2K +12 +0.2%
LI
137
LRI Investments
Florida
$589K +$200 +2 +0%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$581K -$30K -300 -5%
GWP
139
Gateway Wealth Partners
Wisconsin
$575K -$414K -4,140 -42%
NWM
140
Nova Wealth Management
Florida
$556K +$42.4K +424 +8%
NFP
141
Narus Financial Partners
Utah
$537K +$527K +5,277 New
XPN
142
XY Planning Network
Montana
$505K +$30.7K +307 +7%
AI
143
Atria Investments
North Carolina
$500K -$19.5K -195 -4%
HNH
144
Hopwood Nicholas Hunter
$498K -$17.8K -178 -4%
WBG
145
Wharton Business Group
Pennsylvania
$497K
BFA
146
Beacon Financial Advisory
Ohio
$489K -$42.1K -421 -8%
QCM
147
Quantinno Capital Management
New York
$487K +$165K +1,647 +52%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$485K +$169K +1,688 +55%
CF
149
Centaurus Financial
California
$483K +$35K +350 +8%
WH
150
Willner & Heller
California
$479K +$999 +10 +0.2%