We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$213K +$192K +6,627 New
GWM
227
Geneos Wealth Management
Colorado
$211K
SWP
228
Stratos Wealth Partners
Ohio
$210K -$27.9K -961 -13%
NPT
229
National Philanthropic Trust
Pennsylvania
$209K +$189K +6,500 New
NIWA
230
New Insight Wealth Advisors
California
$204K +$184K +6,349 New
LPT
231
Legacy Private Trust
Wisconsin
$202K -$45.6K -1,570 -20%
AC
232
Anson Capital
Georgia
$201K +$181K +6,243 New
OIA
233
Optimum Investment Advisors
Illinois
$182K
HI
234
Harbour Investments
Wisconsin
$182K -$5.2K -179 -3%
CT
235
Caldwell Trust
Florida
$176K
CT
236
Colonial Trust
South Carolina
$161K -$10.5K -360 -7%
BBHC
237
Brown Brothers Harriman & Co
New York
$155K
GWSG
238
GPS Wealth Strategies Group
Colorado
$153K -$5.29K -182 -4%
RIM
239
Rockbridge Investment Management
New York
$145K +$131K +4,516 New
HGERS
240
Householder Group Estate & Retirement Specialist
Arizona
$135K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$134K +$107K +3,698 +804%
BONH
242
Bank of New Hampshire
New Hampshire
$125K
MA
243
MCF Advisors
Kentucky
$117K
HWA
244
Heritage Wealth Advisors
Virginia
$112K
SWM
245
Spire Wealth Management
Virginia
$110K +$66.7K +2,295 +178%
MFT
246
Moisand Fitzgerald Tamayo
Florida
$105K
BFEC
247
Benjamin F. Edwards & Company
Missouri
$99K -$9.82K -338 -10%
FFA
248
Farther Finance Advisors
California
$95.4K +$86.1K +2,965 New
VCM
249
Viewpoint Capital Management
Washington
$91.9K
BEI
250
Benjamin Edwards Inc
Missouri
$88K +$3.22K +111 +4%