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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
$12.2M +$292K +4,933 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M -$7.53M -127,292 -50%
BDF
3
Balasa Dinverno & Foltz
$3.29M
Truist Financial
4
Truist Financial
North Carolina
$2.69M +$2.67M +45,088 New
RW
5
RVW Wealth
California
$2M -$75.5K -1,276 -4%
SWP
6
Stratos Wealth Partners
Ohio
$970K +$960K +16,225 New
LWAC
7
Laurel Wealth Advisors (California)
California
$838K +$260K +4,392 +46%
Morgan Stanley
8
Morgan Stanley
New York
$681K -$13.7K -232 -2%
LPL Financial
9
LPL Financial
California
$616K -$220K -3,722 -27%
Citadel Advisors
10
Citadel Advisors
Florida
$569K -$5.14K -87 -0.9%
MCM
11
Murphy Capital Management
New Jersey
$505K
Cerity Partners
12
Cerity Partners
New York
$377K
CAN
13
Cetera Advisor Networks
California
$364K +$361K +6,098 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$308K +$532 +9 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$279K +$30.6K +518 +12%
Betterment LLC
16
Betterment LLC
New York
$231K -$1.18K -20 -0.5%
CIM
17
Cambria Investment Management
California
$230K -$1K -17 -0.4%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$195K
TC
19
Tacita Capital
Ontario, Canada
$105K
Wells Fargo
20
Wells Fargo
California
$101K -$59 -1 -0.1%
UBS Group
21
UBS Group
Switzerland
$60K +$58.5K +989 +5,494%
AWM
22
Accel Wealth Management
Iowa
$55K
AA
23
Ancora Advisors
Ohio
$51K
GWM
24
Geneos Wealth Management
Colorado
$48K -$2.37K -40 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13K