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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
126
Walled Lake Planning & Wealth Management
Illinois
$686K -$35.3K -364 -5%
CIAS
127
Capital Investment Advisory Services
North Carolina
$628K +$584K +6,032 +1,005%
OPW
128
Osprey Private Wealth
New York
$587K – – –
Cary Street Partners
129
Cary Street Partners
Virginia
$584K -$189K -1,949 -24%
GS
130
GWN Securities
Florida
$582K +$275K +2,837 +86%
PIP
131
Philadelphia Investment Partners
New Jersey
$580K +$593K +6,123 New
Peapack-Gladstone Financial Corp
132
Peapack-Gladstone Financial Corp
New Jersey
$570K – – –
SOS
133
Silver Oak Securities
Tennessee
$559K +$48.6K +502 +9%
LI
134
LRI Investments
Florida
$548K +$194 +2 +0%
BFA
135
Beacon Financial Advisory
Ohio
$496K -$26.1K -270 -5%
Atria Investments
136
Atria Investments
North Carolina
$484K +$36.2K +374 +8%
HNH
137
Hopwood Nicholas Hunter
$481K +$3.49K +36 +0.7%
NWM
138
Nova Wealth Management
Florida
$478K +$152K +1,569 +45%
MA
139
Mutual Advisors
Nebraska
$473K -$3.97K -41 -0.8%
WBG
140
Wharton Business Group
Pennsylvania
$463K – – –
RA
141
Rubicon Advisors
California
$446K +$16K +165 +4%
WH
142
Willner & Heller
California
$445K +$71.5K +738 +19%
APA
143
Astoria Portfolio Advisors
New York
$441K +$62.3K +643 +17%
XPN
144
XY Planning Network
Montana
$440K -$199K -2,058 -31%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$431K +$4.26K +44 +1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$424K +$76.8K +793 +22%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$423K -$14.4K -149 -3%
EFS
148
Essex Financial Services
Connecticut
$422K +$40.9K +422 +10%
CF
149
Centaurus Financial
California
$417K -$21.5K -222 -5%
AA
150
Armis Advisers
Georgia
$416K -$19.9K -205 -5%