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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
151
Verus Financial Partners
Virginia
$382K
NAS
152
NWF Advisory Services
California
$363K +$371K +3,829 New
CBU
153
CIBC Bancorp USA
Illinois
$358K +$366K +3,774 New
FF
154
Farrell Financial
New York
$341K +$75.3K +777 +28%
RFG
155
REAP Financial Group
Texas
$330K -$55.5K -573 -14%
TFM
156
Trademark Financial Management
Minnesota
$330K +$2.91K +30 +0.9%
PCMC
157
Paragon Capital Management (Colorado)
Colorado
$320K +$327K +3,376 New
TA
158
TFB Advisors
Kansas
$319K +$77.5K +800 +31%
WCAMG
159
Woodard & Company Asset Management Group
North Carolina
$311K -$263K -2,716 -45%
RIA
160
Regal Investment Advisors
Michigan
$311K
QP
161
Quartz Partners
New York
$308K -$35.4K -366 -10%
DADC
162
D.A. Davidson & Co
Montana
$302K +$309K +3,189 New
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$301K +$308K +3,182 New
QCM
164
Quantinno Capital Management
New York
$297K +$304K +3,139 New
RWA
165
Redhawk Wealth Advisors
Minnesota
$294K +$301K +3,107 New
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$292K -$6K -62 -2%
DAS
167
Dynamic Advisor Solutions
Arizona
$288K +$13.4K +138 +5%
AWP
168
Axis Wealth Partners
Rhode Island
$279K +$285K +2,944 New
Cerity Partners
169
Cerity Partners
New York
$272K +$278K +2,869 New
CPA
170
Cathy Pareto & Associates
Florida
$270K +$1.26K +13 +0.5%
AWM
171
Avaii Wealth Management
Wisconsin
$267K +$273K +2,817 New
SMC
172
Smith, Moore & Co
Missouri
$263K
P
173
&Partners
Tennessee
$259K +$97 +1 +0%
PTC
174
Private Trust Company
Ohio
$259K +$92.9K +959 +54%
HAG
175
HighPoint Advisor Group
Illinois
$257K +$484 +5 +0.2%