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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$69.3M +$23M +272,807 +49%
Raymond James Financial
2
Raymond James Financial
Florida
$28.1M +$28.3M +336,518 New
HWM
3
Horizon Wealth Management
Illinois
$27.8M +$28M +332,925 New
PA
4
Prism Advisors
California
$22.4M +$1.25M +14,866 +6%
LFA
5
Legacy Financial Advisors
Kentucky
$18.2M -$9.77K -116 -0.1%
AFS
6
Anderson Financial Strategies
Ohio
$17.3M +$17.5M +207,412 New
Morgan Stanley
7
Morgan Stanley
New York
$15.3M +$4.68M +55,578 +44%
Lido Advisors
8
Lido Advisors
California
$15M +$15.2M +179,933 New
KAS
9
Kestra Advisory Services
Texas
$9.38M +$4.07M +48,316 +76%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.26M +$1.7M +20,157 +22%
TFG
11
Team Financial Group
California
$8.25M +$58.7K +697 +0.7%
SWIA
12
Solano Wealth Investment Advisors
California
$8.18M +$8.25M +97,930 New
FHA
13
Flagship Harbor Advisors
Massachusetts
$7.78M +$5.53M +65,604 +239%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.58M -$182K -2,156 -2%
LGW
15
Leslie Global Wealth
Illinois
$6.52M +$929K +11,033 +16%
AWM
16
AE Wealth Management
Kansas
$6.5M +$535K +6,351 +9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.16M +$1.03M +12,196 +20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.69M -$275K -3,265 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.67M +$923K +10,959 +19%
GRP
20
Global Retirement Partners
California
$5.52M +$5.57M +66,071 New
MWM
21
Modern Wealth Management
Kansas
$5.2M -$558K -6,626 -10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.19M -$1.08M -12,816 -20%
SPIA
23
Steward Partners Investment Advisory
New York
$3.83M +$3.86M +45,820 New
BCI
24
Brinker Capital Investments
Pennsylvania
$3.79M +$328K +3,899 +9%
OPS
25
Orion Portfolio Solutions
Nebraska
$3.79M +$328K +3,899 +9%