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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$120M +$53.4M +630,123 +76%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M +$46.2M +544,939 +298%
Raymond James Financial
3
Raymond James Financial
Florida
$56.9M +$30.2M +356,399 +106%
Stifel Financial
4
Stifel Financial
Missouri
$26.9M +$24M +283,110 +648%
Lido Advisors
5
Lido Advisors
California
$26.6M +$12.1M +143,267 +80%
PA
6
Prism Advisors
California
$20.8M -$1.22M -14,414 -5%
KAS
7
Kestra Advisory Services
Texas
$18.8M +$9.87M +116,541 +104%
AFS
8
Anderson Financial Strategies
Ohio
$18.3M +$1.28M +15,099 +7%
LFA
9
Legacy Financial Advisors
Kentucky
$17.9M -$13K -154 -0.1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.1M +$8.84M +104,313 +154%
SL
11
Systelligence LLC
Minnesota
$13.6M +$14M +165,156 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.8M +$6.88M +81,172 +162%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.96M +$885K +10,448 +9%
AIP
14
Ameritas Investment Partners
Nebraska
$9.18M +$9.46M +111,735 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$8.66M +$1.05M +12,365 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.4M +$2.42M +28,593 +39%
MML Investors Services
17
MML Investors Services
Massachusetts
$8.17M +$5.69M +67,217 +209%
TFG
18
Team Financial Group
California
$7.96M -$151K -1,783 -2%
RA
19
Ruggaard & Associates
Ohio
$7.42M +$7.65M +90,303 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$7.42M -$36.8K -435 -0.5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$7.25M +85,553 +2,547%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.02M +$5.69M +67,148 +367%
AWM
23
AE Wealth Management
Kansas
$6.72M +$340K +4,016 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.47M +$900K +10,626 +16%
LGW
25
Leslie Global Wealth
Illinois
$6.44M +$36K +425 +0.5%