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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$86.5K – – –
IFWM
202
Institute for Wealth Management
Colorado
$81.4K +$79.9K +800 New
CTWM
203
Cherry Tree Wealth Management
Minnesota
$68.8K +$7.29K +73 +12%
MP
204
McDonald Partners
Ohio
$65.9K +$64.7K +648 New
RRMM
205
Regatta Research & Money Management
Louisiana
$65.8K +$64.7K +648 New
PA
206
Parallel Advisors
California
$65K -$4.5K -45 -7%
AF
207
Allworth Financial
California
$59.3K – – –
AAP
208
Arax Advisory Partners
Colorado
$57.1K +$47K +470 +511%
ACA
209
Aptus Capital Advisors
Alabama
$51.3K – – –
Russell Investments Group
210
Russell Investments Group
United Kingdom
$47.3K +$46.5K +465 New
SWM
211
Spire Wealth Management
Virginia
$44.1K +$43.4K +434 New
TM
212
Torren Management
California
$42.4K +$200 +2 +0.5%
AG
213
AmeriFlex Group
Nevada
$35.7K +$17.1K +171 +95%
JFA
214
JNBA Financial Advisors
Minnesota
$32.2K +$100 +1 +0.3%
CA
215
Clearstead Advisors
Ohio
$23.3K – – –
SGFG
216
Silver Grove Financial Group
New York
$19.8K +$19.5K +195 New
EWM
217
Evolution Wealth Management
Florida
$17.6K – – –
MBFW
218
Morton Brown Family Wealth
Pennsylvania
$16.7K – – –
C
219
Covestor
United Kingdom
$16K -$8.19K -82 -35%
William Blair & Company
220
William Blair & Company
Illinois
$14.6K – – –
PCA
221
Providence Capital Advisors
North Carolina
$14.3K +$14K +140 New
JWM
222
JPL Wealth Management
Colorado
$14.1K +$13.9K +139 New
FFA
223
Farther Finance Advisors
California
$11.5K -$70.5K -706 -86%
Vanguard Advisers Inc
224
Vanguard Advisers Inc
Pennsylvania
$10.7K -$6.29K -63 -38%
AWM
225
Abound Wealth Management
Tennessee
$8.54K – – –