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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
176
AQR Capital Management
Connecticut
$303K +$74.1K +742 +33%
Cerity Partners
177
Cerity Partners
New York
$297K +$5K +50 +2%
CPA
178
Cathy Pareto & Associates
Florida
$291K +$100 +1 +0%
HAG
179
HighPoint Advisor Group
Illinois
$288K +$12K +120 +4%
EAM
180
Empirical Asset Management
Massachusetts
$288K +$21.6K +216 +8%
AWM
181
Avaii Wealth Management
Wisconsin
$285K -$1.6K -16 -0.6%
SMC
182
Smith, Moore & Co
Missouri
$282K – – –
P
183
&Partners
Tennessee
$282K +$3.9K +39 +1%
GVAG
184
Great Valley Advisor Group
Delaware
$277K -$556K -5,566 -67%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$277K +$19.9K +199 +8%
FA
186
Fiduciary Alliance
South Carolina
$269K +$265K +2,649 New
FPAS
187
Focus Partners Advisor Solutions
Missouri
$265K +$6.79K +68 +3%
TNBTD
188
Trustmark National Bank Trust Department
Mississippi
$257K -$9.99K -100 -4%
ZF
189
Zhang Financial
Michigan
$257K -$632K -6,323 -71%
PTC
190
Private Trust Company
Ohio
$252K -$24.9K -249 -9%
RFG
191
REAP Financial Group
Texas
$249K -$104K -1,041 -30%
KIM
192
Kane Investment Management
California
$247K +$243K +2,433 New
PAS
193
Park Avenue Securities
New York
$246K -$12.2K -122 -5%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$221K +$217K +2,169 New
GIA
195
Gladstone Institutional Advisory
Florida
$214K -$42.5K -425 -17%
Wells Fargo
196
Wells Fargo
California
$138K +$100K +1,001 +279%
AssetMark Inc
197
AssetMark Inc
California
$131K +$43.7K +437 +51%
US Bancorp
198
US Bancorp
Minnesota
$111K +$109K +1,094 New
SEP
199
Signature Equity Partners
Ohio
$93K -$18.7K -187 -17%
CA
200
CoreCap Advisors
Michigan
$86.5K -$5.79K -58 -6%