We are live on ! Find out more
WTV icon

WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.61M +$10.4M +251,990 +9,714%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.81M +$2.09M +50,610 +323%
BDF
3
Balasa Dinverno & Foltz
$2.22M -$14.4K -348 -0.7%
Citadel Advisors
4
Citadel Advisors
Florida
$2.2M +$618K +14,948 +40%
SG Americas Securities
5
SG Americas Securities
New York
$988K -$62.1K -1,502 -6%
MCM
6
Murphy Capital Management
New Jersey
$619K -$113K -2,728 -16%
Betterment LLC
7
Betterment LLC
New York
$613K -$16.9K -410 -3%
CIM
8
Cambria Investment Management
California
$600K -$7.19K -174 -1%
Morgan Stanley
9
Morgan Stanley
New York
$470K -$22.3K -540 -5%
LPL Financial
10
LPL Financial
California
$344K +$10.7K +260 +3%
WBG
11
Wharton Business Group
Pennsylvania
$284K
FAIM
12
Financial Advocates Investment Management
Washington
$276K +$83 +2 +0%
UBS Group
13
UBS Group
Switzerland
$267K -$437K -10,572 -63%
MHS
14
M Holdings Securities
Oregon
$230K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$215K +$210K +5,080 New
Bank of America
16
Bank of America
North Carolina
$203K -$1M -24,266 -83%
S
17
SignatureFD
Georgia
$203K
William Blair & Company
18
William Blair & Company
Illinois
$82K +$83 +2 +0.1%
Wells Fargo
19
Wells Fargo
California
$72K +$83 +2 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46K +$36K +872 +404%
AG
21
Advisor Group
Arizona
$42K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$31K -$243K -5,888 -89%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$27K +$26.4K +640 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.47K
LWA
25
Lowe Wealth Advisors
Maryland
$4K +$4.63K +112 New