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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.2M +$9.7M +181,154 +1,045%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M
BDF
3
Balasa Dinverno & Foltz
$3.1M +$26.3K +492 +0.9%
RW
4
RVW Wealth
California
$2M -$107 -2 -0%
LPL Financial
5
LPL Financial
California
$789K -$2.29M -42,872 -75%
Morgan Stanley
6
Morgan Stanley
New York
$655K +$182K +3,408 +41%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$612K -$4.86M -90,748 -89%
LWAC
8
Laurel Wealth Advisors (California)
California
$542K +$516K +9,632 New
Citadel Advisors
9
Citadel Advisors
Florida
$541K -$2.2M -41,048 -81%
MCM
10
Murphy Capital Management
New Jersey
$476K -$8.56K -160 -2%
WBG
11
Wharton Business Group
Pennsylvania
$378K
Cerity Partners
12
Cerity Partners
New York
$355K
MHS
13
M Holdings Securities
Oregon
$306K +$291K +5,434 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$290K +$535 +10 +0.2%
Bank of America
15
Bank of America
North Carolina
$269K
S
16
SignatureFD
Georgia
$269K
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$254K
VFA
18
Voya Financial Advisors
Connecticut
$247K +$234K +4,372 New
Osaic Holdings
19
Osaic Holdings
Arizona
$234K +$138K +2,582 +163%
Betterment LLC
20
Betterment LLC
New York
$219K -$204K -3,810 -50%
CIM
21
Cambria Investment Management
California
$218K -$204K -3,806 -50%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$184K -$34.3K -640 -16%
TC
23
Tacita Capital
Ontario, Canada
$99K
Wells Fargo
24
Wells Fargo
California
$95K
AWM
25
Accel Wealth Management
Iowa
$52K