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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.1M +$4.28M +67,352 +32%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.4M -$325K -5,104 -2%
PWS
3
Private Wealth Strategies
Ohio
$11.1M +$46.7K +734 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.71M -$176K -2,761 -2%
TFG
5
Team Financial Group
California
$5.23M +$5.38M +84,607 New
CCM
6
Carlson Capital Management
Minnesota
$4.67M -$43.4K -682 -0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.66M +$2.87M +45,119 +318%
Stifel Financial
8
Stifel Financial
Missouri
$3.33M +$48.1K +756 +1%
Morgan Stanley
9
Morgan Stanley
New York
$2.97M +$9.35K +147 +0.3%
Corient Private Wealth
10
Corient Private Wealth
Florida
$2.89M -$8.46K -133 -0.3%
PAG
11
Private Advisor Group
New Jersey
$2.46M +$2.54M +39,859 New
KA
12
Kovack Advisors
Florida
$1.74M +$1.79M +28,146 New
RW
13
RVW Wealth
California
$1.69M -$191 -3 -0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.67M +$151K +2,381 +10%
CAN
15
Cetera Advisor Networks
California
$1.65M +$395K +6,208 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.36M +$683K +10,739 +95%
RJA
17
Raymond James & Associates
Florida
$1.32M +$1.35M +21,293 New
KAS
18
Kestra Advisory Services
Texas
$1.14M +$1.18M +18,535 New
SWP
19
Stratos Wealth Partners
Ohio
$994K +$9.03K +142 +0.9%
EH
20
Equitable Holdings
New York
$750K +$352K +5,529 +84%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$443K +$221K +3,477 +94%
WBG
22
Wharton Business Group
Pennsylvania
$414K
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$409K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$392K +$38.2K +600 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$318K +$328K +5,153 New