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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
BIP Wealth
Georgia
$6.27M -$547K -17,404 -8%
PPP
27
Private Portfolio Partners
New Jersey
$6.04M +$81.2K +2,584 +1%
DAS
28
Dynamic Advisor Solutions
Arizona
$5.72M +$22.9K +729 +0.4%
HA
29
HC Advisors
Georgia
$5.69M +$418K +13,313 +8%
KFI
30
Key Financial Inc
Pennsylvania
$5.26M +$185K +5,878 +4%
CFP
31
Cascade Financial Partners
California
$5.16M +$19.8K +630 +0.4%
HHRDM
32
H&H Retirement Design & Management
Nevada
$5M +$108K +3,439 +2%
VA
33
Valmark Advisers
Ohio
$4.85M -$80.4K -2,558 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.79M -$1.63M -51,741 -25%
CRC
35
Curi RMB Capital
Illinois
$4.77M -$550K -17,508 -10%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.76M -$297K -9,465 -6%
SEIA
37
Signature Estate & Investment Advisors
California
$4.76M -$727K -23,147 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$4.72M -$38.8K -1,236 -0.8%
DSCM
39
Del-Sette Capital Management
New York
$4.51M +$307K +9,758 +7%
MPW
40
Melone Private Wealth
Michigan
$4.33M +$52.8K +1,681 +1%
MWM
41
Meridian Wealth Management
Kentucky
$4.27M +$4.3M +136,987 New
EWM
42
Empirical Wealth Management
Washington
$4.21M -$52.6K -1,675 -1%
PPW
43
Parcion Private Wealth
Washington
$4M -$112K -3,575 -3%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$3.99M +$1.86M +59,177 +86%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.89M -$389K -12,391 -9%
GEA
46
Glen Eagle Advisors
New Jersey
$3.85M -$91.6K -2,914 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$3.85M +$127K +4,040 +3%
FFA
48
Frazier Financial Advisors
Ohio
$3.84M -$43.7K -1,392 -1%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.68M -$128K -4,061 -3%
KC
50
Kades & Cheifetz
Pennsylvania
$3.34M -$98.3K -3,129 -3%