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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1
Balasa Dinverno & Foltz
$1.96M
Citadel Advisors
2
Citadel Advisors
Florida
$1.37M +$63.3K +1,578 +4%
Bank of America
3
Bank of America
North Carolina
$1.08M -$748K -18,664 -39%
SG Americas Securities
4
SG Americas Securities
New York
$922K
MCM
5
Murphy Capital Management
New Jersey
$644K -$11.2K -280 -2%
UBS Group
6
UBS Group
Switzerland
$627K +$27.7K +692 +4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$582K +$138K +3,436 +28%
Betterment LLC
8
Betterment LLC
New York
$553K +$109K +2,710 +22%
CIM
9
Cambria Investment Management
California
$533K +$106K +2,646 +23%
Morgan Stanley
10
Morgan Stanley
New York
$433K -$121K -3,014 -21%
LPL Financial
11
LPL Financial
California
$292K +$2K +50 +0.6%
WBG
12
Wharton Business Group
Pennsylvania
$249K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$246K +$210K +5,250 +382%
FAIM
14
Financial Advocates Investment Management
Washington
$242K -$58.5K -1,460 -18%
CA
15
Cetera Advisors
Colorado
$223K
HB
16
Homrich & Berg
Georgia
$208K +$224K +5,592 New
MHS
17
M Holdings Securities
Oregon
$202K
S
18
SignatureFD
Georgia
$178K -$3.61K -90 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$96K +$104K +2,594 New
William Blair & Company
20
William Blair & Company
Illinois
$72K +$160 +4 +0.2%
Wells Fargo
21
Wells Fargo
California
$63K -$7.54K -188 -10%
AIC
22
Ameritas Investment Company
Nebraska
$38K +$40.7K +1,014 New
AG
23
Advisor Group
Arizona
$37K
IA
24
IFP Advisors
Florida
$13K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K