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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30.1M +$4.97M +70,538 +21%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.2M +$35.2K +500 +0.2%
LFA
3
Legacy Financial Advisors
Kentucky
$14.3M +$13.3M +189,440 New
PWS
4
Private Wealth Strategies
Ohio
$13.8M +$96.7K +1,373 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.73M +$7.46M +105,922 +1,106%
Morgan Stanley
6
Morgan Stanley
New York
$8.66M +$1.16M +16,490 +17%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.72M -$132K -1,880 -2%
TFG
8
Team Financial Group
California
$6.88M +$140K +1,991 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.22M +$623K +8,846 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.61M +$850K +12,065 +25%
KAS
11
Kestra Advisory Services
Texas
$3.91M +$1.77M +25,080 +94%
AWM
12
AE Wealth Management
Kansas
$3.83M +$985K +13,988 +38%
KA
13
Kovack Advisors
Florida
$3.82M +$16.3K +232 +0.5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.74M +$3.05M +43,253 +703%
Corient Private Wealth
15
Corient Private Wealth
Florida
$3.39M -$21.8K -310 -0.7%
Stifel Financial
16
Stifel Financial
Missouri
$3.32M +$38.2K +543 +1%
CAN
17
Cetera Advisor Networks
California
$3M +$276K +3,913 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.76M +$2.18M +30,900 +548%
RW
19
RVW Wealth
California
$2.04M -$19.4K -276 -1%
RJA
20
Raymond James & Associates
Florida
$1.9M -$2.4K -34 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.87M -$479K -6,797 -22%
FAIM
22
Financial Advocates Investment Management
Washington
$1.24M +$1.32M +18,677 New
SWP
23
Stratos Wealth Partners
Ohio
$1.1M +$493 +7 +0%
EH
24
Equitable Holdings
New York
$1.1M +$39.9K +566 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.06M -$880K -12,489 -47%