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WisdomTree Dynamic International SmallCap Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$50.6K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$46K +$1.12K +30 +3%
MWA
28
Medallion Wealth Advisors
Connecticut
$34.6K
CAWM
29
Capital A Wealth Management
Pennsylvania
$30.7K +$34.5K +927 New
FFA
30
Farther Finance Advisors
California
$28.8K
CFD
31
Creative Financial Designs
Indiana
$26K +$11.5K +309 +89%
RF
32
Rossby Financial
Florida
$24.8K
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$17.1K +$4.69K +126 +41%
FFA
34
Frazier Financial Advisors
Ohio
$16.9K
IA
35
IFP Advisors
Florida
$16.2K
JP Morgan Chase
36
JP Morgan Chase
New York
$13.5K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$13K
AF
38
Allworth Financial
California
$11.7K +$11K +296 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K +$1.45K +39 +23%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$5.16K +$781 +21 +19%
Morgan Stanley
41
Morgan Stanley
New York
$3.95K -$96.1K -2,584 -96%
PA
42
Parallel Advisors
California
$790
HI
43
Harbour Investments
Wisconsin
$395 +$372 +10 New
ACM
44
Accent Capital Management
Ohio
-$159K -4,491 Closed
CCM
45
Coldstream Capital Management
Washington
-$38.5K -1,089 Closed
SC
46
SouthState Corp
Florida
-$23.5K -664 Closed
KWM
47
Kiker Wealth Management
Georgia
-$13.4K -378 Closed