We are live on ! Find out more
WTV icon

WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
176
Cerity Partners
New York
$297K +$5K +50 +2%
CPA
177
Cathy Pareto & Associates
Florida
$291K +$100 +1 +0%
HAG
178
HighPoint Advisor Group
Illinois
$288K +$12K +120 +4%
EAM
179
Empirical Asset Management
Massachusetts
$288K +$21.6K +216 +8%
AWM
180
Avaii Wealth Management
Wisconsin
$285K -$1.6K -16 -0.6%
SMC
181
Smith, Moore & Co
Missouri
$282K
P
182
&Partners
Tennessee
$282K +$3.9K +39 +1%
GVAG
183
Great Valley Advisor Group
Delaware
$277K -$556K -5,566 -67%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$277K +$19.9K +199 +8%
FA
185
Fiduciary Alliance
South Carolina
$269K +$265K +2,649 New
FPAS
186
Focus Partners Advisor Solutions
Missouri
$265K +$6.79K +68 +3%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$257K -$9.99K -100 -4%
ZF
188
Zhang Financial
Michigan
$257K -$632K -6,323 -71%
PTC
189
Private Trust Company
Ohio
$252K -$24.9K -249 -9%
RFG
190
REAP Financial Group
Texas
$249K -$104K -1,041 -30%
KIM
191
Kane Investment Management
California
$247K +$243K +2,433 New
PAS
192
Park Avenue Securities
New York
$246K -$12.2K -122 -5%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$221K +$217K +2,169 New
GIA
194
Gladstone Institutional Advisory
Florida
$214K -$42.5K -425 -17%
Wells Fargo
195
Wells Fargo
California
$138K +$100K +1,001 +279%
AssetMark Inc
196
AssetMark Inc
California
$131K +$43.7K +437 +51%
US Bancorp
197
US Bancorp
Minnesota
$111K +$109K +1,094 New
SEP
198
Signature Equity Partners
Ohio
$93K -$18.7K -187 -17%
CA
199
CoreCap Advisors
Michigan
$86.5K -$5.79K -58 -6%
AA
200
Ancora Advisors
Ohio
$86.5K