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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
126
Trademark Financial Management
Minnesota
$303K +$296K +3,325 New
Comerica Bank
127
Comerica Bank
Texas
$300K +$142K +1,590 +93%
NWM
128
Nova Wealth Management
Florida
$300K +$190K +2,132 +184%
RIA
129
Regal Investment Advisors
Michigan
$298K -$5.79K -65 -2%
GIA
130
Gladstone Institutional Advisory
Florida
$284K -$51.2K -575 -16%
WH
131
Willner & Heller
California
$278K +$21.4K +240 +9%
GS
132
GWN Securities
Florida
$273K -$216K -2,419 -45%
OP
133
ORG Partners
Indiana
$264K -$9.62K -108 -4%
CPA
134
Cathy Pareto & Associates
Florida
$255K -$115K -1,291 -32%
SMC
135
Smith, Moore & Co
Missouri
$253K -$13.8K -155 -5%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$252K +$247K +2,775 New
PTC
137
Private Trust Company
Ohio
$249K -$86.5K -971 -26%
FF
138
Farrell Financial
New York
$243K +$238K +2,673 New
TNBTD
139
Trustmark National Bank Trust Department
Mississippi
$239K
EAM
140
Empirical Asset Management
Massachusetts
$239K +$234K +2,630 New
P
141
&Partners
Tennessee
$236K
TA
142
TFB Advisors
Kansas
$233K +$7.57K +85 +3%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$229K
PAS
144
Park Avenue Securities
New York
$221K +$217K +2,432 New
AWA
145
Arete Wealth Advisors
Illinois
$214K +$209K +2,346 New
EFS
146
Essex Financial Services
Connecticut
$210K +$205K +2,303 New
TCA
147
Transcend Capital Advisors
New Jersey
$209K +$205K +2,300 New
C
148
Certuity
Florida
$202K +$198K +2,220 New
AAS
149
Ameritas Advisory Services
Nebraska
$152K -$385K -4,320 -72%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$123K +$120K +1,351 New