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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.2M +$7.17M +97,936 +25%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.5M -$34.4K -470 -0.2%
LFA
3
Legacy Financial Advisors
Kentucky
$15.4M +$1.54M +21,057 +11%
PA
4
Prism Advisors
California
$14.4M +$14.5M +197,854 New
PWS
5
Private Wealth Strategies
Ohio
$13.6M +$245K +3,349 +2%
Morgan Stanley
6
Morgan Stanley
New York
$9.23M +$871K +11,896 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.1M -$332K -4,529 -4%
TFG
8
Team Financial Group
California
$6.97M +$327K +4,465 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.89M -$562K -7,674 -8%
JP Morgan Chase
10
JP Morgan Chase
New York
$6.35M +$3.69M +50,432 +138%
KAS
11
Kestra Advisory Services
Texas
$6.19M +$2.43M +33,184 +64%
LGW
12
Leslie Global Wealth
Illinois
$5.13M +$5.14M +70,216 New
AWM
13
AE Wealth Management
Kansas
$4.97M +$1.27M +17,387 +34%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.9M +$452K +6,171 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.4M -$638K -8,714 -13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.05M +$447K +6,113 +12%
KA
17
Kovack Advisors
Florida
$3.79M +$112K +1,531 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.27M -$2.42K -33 -0.1%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.19M +$3.2M +43,754 New
OPS
20
Orion Portfolio Solutions
Nebraska
$3.19M +$3.2M +43,754 New
Stifel Financial
21
Stifel Financial
Missouri
$3.04M -$159K -2,172 -5%
RJA
22
Raymond James & Associates
Florida
$2.16M +$322K +4,392 +17%
FTS
23
Fifth Third Securities
Ohio
$1.78M +$1.79M +24,443 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.64M +$1.21M +16,562 +281%
EH
25
Equitable Holdings
New York
$1.61M +$548K +7,482 +51%