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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
$14.7M -$179K -3,062 -1%
PWS
2
Private Wealth Strategies
Ohio
$8.94M +$265K +4,544 +3%
Morgan Stanley
3
Morgan Stanley
New York
$8.21M +$1.79M +30,703 +25%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.39M +$4.14K +71 +0.1%
LPL Financial
5
LPL Financial
California
$4.8M +$821K +14,073 +18%
BDF
6
Balasa Dinverno & Foltz
$2.76M
Stifel Financial
7
Stifel Financial
Missouri
$1.91M +$8.63K +148 +0.4%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.57M -$21.2K -364 -1%
CCM
9
Carlson Capital Management
Minnesota
$1.56M +$1.72M +29,527 New
RW
10
RVW Wealth
California
$1.46M -$933 -16 -0.1%
SWP
11
Stratos Wealth Partners
Ohio
$1.01M -$5.6K -96 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$919K +$521K +8,939 +106%
CAN
13
Cetera Advisor Networks
California
$666K +$42.9K +735 +6%
FTUS
14
Flow Traders U.S.
New York
$636K
Osaic Holdings
15
Osaic Holdings
Arizona
$613K -$4.05M -69,479 -86%
MCM
16
Murphy Capital Management
New Jersey
$367K -$2.92K -50 -0.7%
WBG
17
Wharton Business Group
Pennsylvania
$356K
DAS
18
Dynamic Advisor Solutions
Arizona
$308K -$567K -9,716 -63%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$291K +$48.7K +836 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$290K +$319K +5,463 New
MHS
21
M Holdings Securities
Oregon
$288K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$276K +$48.6K +833 +19%
OBGC
23
O'Brien Greene & Co
Pennsylvania
$239K
JMPWA
24
JP Morgan Private Wealth Advisors
California
$205K +$226K +3,877 New
Betterment LLC
25
Betterment LLC
New York
$203K +$23.3K +400 +12%