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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.5M +$4.55M +60,155 +12%
PA
2
Prism Advisors
California
$20.2M +$4.15M +54,967 +28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19.4M +$248K +3,276 +1%
LFA
4
Legacy Financial Advisors
Kentucky
$17.4M +$535K +7,073 +3%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$53.9K +713 +0.6%
TFG
6
Team Financial Group
California
$7.84M +$189K +2,500 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.43M -$116K -1,532 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.25M +$276K +3,648 +4%
AWM
9
AE Wealth Management
Kansas
$5.72M +$255K +3,380 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.71M +$316K +4,175 +6%
MWM
11
Modern Wealth Management
Kansas
$5.51M +$5.2M +68,827 New
LGW
12
Leslie Global Wealth
Illinois
$5.36M -$246K -3,257 -5%
KAS
13
Kestra Advisory Services
Texas
$5.11M -$1.58M -20,935 -25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.03M -$3.63M -48,066 -43%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.92M +$450K +5,959 +11%
RJA
16
Raymond James & Associates
Florida
$4.64M +$2.15M +28,407 +96%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.55M -$261K -3,452 -6%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.58M -$2.72K -36 -0.1%
Stifel Financial
19
Stifel Financial
Missouri
$3.52M +$170K +2,249 +5%
BCI
20
Brinker Capital Investments
Pennsylvania
$3.32M -$172K -2,272 -5%
OPS
21
Orion Portfolio Solutions
Nebraska
$3.32M -$172K -2,272 -5%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.19M +$376K +4,969 +22%
FTS
23
Fifth Third Securities
Ohio
$1.84M -$111K -1,469 -6%
EH
24
Equitable Holdings
New York
$1.78M +$11.7K +155 +0.7%
SWP
25
Stratos Wealth Partners
Ohio
$1.44M +$215K +2,842 +19%