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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
201
Clearstead Advisors
Ohio
$21.7K – – –
AG
202
AmeriFlex Group
Nevada
$17.1K – – –
EWM
203
Evolution Wealth Management
Florida
$16.4K – – –
Vanguard Advisers Inc
204
Vanguard Advisers Inc
Pennsylvania
$15.9K +$16.3K +168 New
MBFW
205
Morton Brown Family Wealth
Pennsylvania
$15.5K – – –
William Blair & Company
206
William Blair & Company
Illinois
$13.6K -$80.8K -834 -85%
SIS
207
Sound Income Strategies
Florida
$10.5K – – –
Arax Advisory Partners
208
Arax Advisory Partners
Colorado
$8.7K +$8.91K +92 New
AWM
209
Abound Wealth Management
Tennessee
$7.96K +$8.13K +84 New
TCM
210
TD Capital Management
Tennessee
$7.75K +$97 +1 +1%
PB
211
Pinnacle Bancorp
Nebraska
$6.63K – – –
NB
212
NBT Bank
New York
$6.35K -$2.52K -26 -28%
Bartlett & Co Wealth Management
213
Bartlett & Co Wealth Management
Ohio
$5.1K +$5.04K +52 New
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$4.74K – – –
Larson Financial Group
215
Larson Financial Group
Missouri
$3.98K – – –
HNB
216
Hilltop National Bank
Wyoming
$3.22K -$10.1K -104 -75%
MSG
217
Main Street Group
Virginia
$2.08K +$2.13K +22 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$321 +$291 +3 New
Citigroup
219
Citigroup
New York
$95 – – –
Axxcess Wealth Management
220
Axxcess Wealth Management
California
– -$11.1M -119,111 Closed
IA
221
Insight Advisors
Pennsylvania
– -$8.08M -86,556 Closed
IFG Advisory
222
IFG Advisory
Georgia
– -$5.12M -54,910 Closed
Diversify Advisory Services
223
Diversify Advisory Services
Utah
– -$657K -6,831 Closed
LC
224
Lavelle Capital
California
– -$482K -5,165 Closed
HRT Financial
225
HRT Financial
New York
– -$306K -3,287 Closed