We are live on ! Find out more
WTV icon

WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$628K +$584K +6,032 +1,005%
OPW
127
Osprey Private Wealth
New York
$587K
CSP
128
Cary Street Partners
Virginia
$584K -$189K -1,949 -24%
GS
129
GWN Securities
Florida
$582K +$275K +2,837 +86%
PIP
130
Philadelphia Investment Partners
New Jersey
$580K +$593K +6,123 New
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$570K
SOS
132
Silver Oak Securities
Tennessee
$559K +$48.6K +502 +9%
LI
133
LRI Investments
Florida
$548K +$194 +2 +0%
BFA
134
Beacon Financial Advisory
Ohio
$496K -$26.1K -270 -5%
AI
135
Atria Investments
North Carolina
$484K +$36.2K +374 +8%
HNH
136
Hopwood Nicholas Hunter
$481K +$3.49K +36 +0.7%
NWM
137
Nova Wealth Management
Florida
$478K +$152K +1,569 +45%
MA
138
Mutual Advisors
Nebraska
$473K -$3.97K -41 -0.8%
WBG
139
Wharton Business Group
Pennsylvania
$463K
RA
140
Rubicon Advisors
California
$446K +$16K +165 +4%
WH
141
Willner & Heller
California
$445K +$71.5K +738 +19%
APA
142
Astoria Portfolio Advisors
New York
$441K +$62.3K +643 +17%
XPN
143
XY Planning Network
Montana
$440K -$199K -2,058 -31%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$431K +$4.26K +44 +1%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$424K +$76.8K +793 +22%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$423K -$14.4K -149 -3%
EFS
147
Essex Financial Services
Connecticut
$422K +$40.9K +422 +10%
CF
148
Centaurus Financial
California
$417K -$21.5K -222 -5%
AA
149
Armis Advisers
Georgia
$416K -$19.9K -205 -5%
OBGC
150
O'Brien Greene & Co
Pennsylvania
$409K -$70.5K -728 -14%