We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$8.01M +$330K +11,360 +5%
BW
27
BIP Wealth
Georgia
$7.16M +$144K +4,961 +2%
Stifel Financial
28
Stifel Financial
Missouri
$7.03M +$151K +5,209 +2%
PPP
29
Private Portfolio Partners
New Jersey
$6.01M +$73.9K +2,543 +1%
DAS
30
Dynamic Advisor Solutions
Arizona
$5.67M +$5.25M +180,943 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.49M +$370K +12,744 +8%
CICC
32
Capital Investment Counsel (Colorado)
Colorado
$5.46M +$4.93M +169,838 New
SEIA
33
Signature Estate & Investment Advisors
California
$5.23M -$76.2K -2,625 -2%
KFI
34
Key Financial Inc
Pennsylvania
$5.16M +$388K +13,349 +9%
VA
35
Valmark Advisers
Ohio
$5.14M -$107K -3,669 -2%
HA
36
HC Advisors
Georgia
$5.04M +$29K +1,000 +0.6%
HHRDM
37
H&H Retirement Design & Management
Nevada
$4.93M +$105K +3,626 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$4.85M +$99.1K +3,412 +2%
CRC
39
Curi RMB Capital
Illinois
$4.76M +$411K +14,148 +11%
MPW
40
Melone Private Wealth
Michigan
$4.49M +$103K +3,561 +3%
BFG
41
Beacon Financial Group
Texas
$4.48M +$611K +21,033 +18%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.46M +$1.37M +47,132 +51%
MWM
43
Meridian Wealth Management
Kentucky
$4.4M +$3.97M +136,790 New
EWM
44
Empirical Wealth Management
Washington
$4.39M +$255K +8,774 +7%
PPW
45
Parcion Private Wealth
Washington
$4.25M
C
46
Croban
Ohio
$4.09M +$3.46M +119,220 New
JP Morgan Chase
47
JP Morgan Chase
New York
$4.09M +$641K +22,061 +21%
SL
48
Salomon & Ludwin
Virginia
$4.01M
FFA
49
Frazier Financial Advisors
Ohio
$4M +$3.61M +124,277 New
DSCM
50
Del-Sette Capital Management
New York
$3.97M -$49.1K -1,692 -1%