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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 -$1.33M -23,417 -8%
PWS
2
Private Wealth Strategies
Ohio
$9.96M +$273K +4,796 +3%
Morgan Stanley
3
Morgan Stanley
New York
$7.82M +$329K +5,776 +4%
LPL Financial
4
LPL Financial
California
$7.81M +$2.9M +50,962 +59%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.56M -$97.7K -1,717 -1%
CCM
6
Carlson Capital Management
Minnesota
$2.07M -$3.15M -55,269 -60%
Stifel Financial
7
Stifel Financial
Missouri
$1.94M +$285 +5 +0%
RW
8
RVW Wealth
California
$1.56M -$13.5K -238 -0.9%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.24M -$119K -2,087 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.05M +$53.7K +943 +5%
SWP
11
Stratos Wealth Partners
Ohio
$877K -$64.8K -1,139 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$725K +$723K +12,710 New
FTUS
13
Flow Traders U.S.
New York
$684K
Osaic Holdings
14
Osaic Holdings
Arizona
$639K -$23.9K -420 -4%
CAN
15
Cetera Advisor Networks
California
$509K -$334K -5,862 -40%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$401K +$62.8K +1,103 +19%
WBG
17
Wharton Business Group
Pennsylvania
$383K
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$382K -$8.59K -151 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$328K +$3.41K +60 +1%
MHS
20
M Holdings Securities
Oregon
$310K
OBGC
21
O'Brien Greene & Co
Pennsylvania
$257K -$512K -9,000 -67%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$249K +$236K +4,142 New
Citadel Advisors
23
Citadel Advisors
Florida
$235K +$235K +4,128 New
DAS
24
Dynamic Advisor Solutions
Arizona
$234K -$92.9K -1,632 -28%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$224K +$223K +3,923 New