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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
176
ADG Wealth Management Group
Louisiana
$202K +$198K +2,164 New
PTC
177
Private Trust Company
Ohio
$165K -$88.4K -964 -35%
SPIA
178
Steward Partners Investment Advisory
New York
$114K -$4.23M -46,105 -97%
SEP
179
Signature Equity Partners
Ohio
$94.8K +$93.3K +1,017 New
William Blair & Company
180
William Blair & Company
Illinois
$91.2K
AA
181
Ancora Advisors
Ohio
$79.3K
CA
182
CoreCap Advisors
Michigan
$75.9K +$2.57K +28 +4%
AssetMark Inc
183
AssetMark Inc
California
$75.1K +$22.1K +241 +43%
CIAS
184
Capital Investment Advisory Services
North Carolina
$56K +$36.7K +400 +200%
AF
185
Allworth Financial
California
$54.4K
ACA
186
Aptus Capital Advisors
Alabama
$47K +$46.2K +504 New
JFA
187
JNBA Financial Advisors
Minnesota
$38.1K +$3.12K +34 +9%
CFD
188
Creative Financial Designs
Indiana
$32.4K
CTWM
189
Cherry Tree Wealth Management
Minnesota
$23.5K
CA
190
Clearstead Advisors
Ohio
$21.4K +$21K +229 New
AG
191
AmeriFlex Group
Nevada
$16.8K +$9.91K +108 +150%
EWM
192
Evolution Wealth Management
Florida
$16.1K +$13.5K +147 +565%
MBFW
193
Morton Brown Family Wealth
Pennsylvania
$15.3K
AC
194
AlphaCore Capital
California
$14K +$13.8K +150 New
HNB
195
Hilltop National Bank
Wyoming
$12.9K
C
196
Covestor
United Kingdom
$12K +$642 +7 +6%
SIS
197
Sound Income Strategies
Florida
$10.7K +$10.2K +111 New
TCM
198
TD Capital Management
Tennessee
$7.59K
PB
199
Pinnacle Bancorp
Nebraska
$6.53K
NB
200
NBT Bank
New York
$6.25K +$8.53K +93 New