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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$89K +$65.4K +734 +301%
HI
152
Hoey Investments
Pennsylvania
$79.2K
AA
153
Ancora Advisors
Ohio
$77.4K
CA
154
CoreCap Advisors
Michigan
$71.4K
AF
155
Allworth Financial
California
$53.1K -$17.8K -200 -26%
AssetMark Inc
156
AssetMark Inc
California
$51.3K -$39.7K -446 -44%
JFA
157
JNBA Financial Advisors
Minnesota
$34.1K +$7.75K +87 +30%
CFD
158
Creative Financial Designs
Indiana
$31.6K
CTWM
159
Cherry Tree Wealth Management
Minnesota
$22.9K
US Bancorp
160
US Bancorp
Minnesota
$20K
CIAS
161
Capital Investment Advisory Services
North Carolina
$18.2K
MBFW
162
Morton Brown Family Wealth
Pennsylvania
$14.9K
HNB
163
Hilltop National Bank
Wyoming
$12.6K
UBS Group
164
UBS Group
Switzerland
$11.6K
C
165
Covestor
United Kingdom
$11K +$1.6K +18 +17%
TCM
166
TD Capital Management
Tennessee
$7.37K
AG
167
AmeriFlex Group
Nevada
$6.55K -$5.52K -62 -46%
PB
168
Pinnacle Bancorp
Nebraska
$6.37K
CPG
169
Cornerstone Planning Group
New Jersey
$5.97K +$33.2K +373 New
LFG
170
Larson Financial Group
Missouri
$3.82K
JWA
171
JFS Wealth Advisors
Pennsylvania
$3.73K +$3.65K +41 New
EWM
172
Evolution Wealth Management
Florida
$2.37K +$2.32K +26 New
MSG
173
Main Street Group
Virginia
$2K
Russell Investments Group
174
Russell Investments Group
United Kingdom
$728 +$713 +8 New
WANY
175
Wealthspire Advisors (New York)
New York
$459 +$445 +5 New