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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
$15.9M -$41.3K -701 -0.3%
LPL Financial
2
LPL Financial
California
$13.1M -$4.2M -71,387 -25%
PWS
3
Private Wealth Strategies
Ohio
$11.2M +$153K +2,595 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.97M -$63.8K -1,084 -1%
CCM
5
Carlson Capital Management
Minnesota
$4.77M +$286K +4,866 +7%
Citadel Advisors
6
Citadel Advisors
Florida
$3.86M +$3.38M +57,398 +1,321%
Stifel Financial
7
Stifel Financial
Missouri
$3.33M +$356K +6,054 +13%
Morgan Stanley
8
Morgan Stanley
New York
$3M -$2.18K -37 -0.1%
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.94M +$2.76M +46,947 New
RW
10
RVW Wealth
California
$1.71M +$177 +3 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.54M +$291K +4,937 +25%
CAN
12
Cetera Advisor Networks
California
$1.28M +$647K +10,989 +116%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.03M +$627K +10,652 +181%
SWP
14
Stratos Wealth Partners
Ohio
$998K +$216K +3,671 +30%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$888K -$389K -6,611 -32%
Osaic Holdings
16
Osaic Holdings
Arizona
$705K -$258K -4,387 -28%
Wells Fargo
17
Wells Fargo
California
$432K +$59 +1 +0%
WBG
18
Wharton Business Group
Pennsylvania
$420K
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$414K +$1.18K +20 +0.3%
EH
20
Equitable Holdings
New York
$413K -$20.5K -348 -5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$362K -$841K -14,293 -71%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$360K -$46.6K -792 -12%
MHS
23
M Holdings Securities
Oregon
$340K
OBGC
24
O'Brien Greene & Co
Pennsylvania
$281K
Betterment LLC
25
Betterment LLC
New York
$256K +$38.7K +658 +19%