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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$7.27M +$1.83M +55,119 +35%
PPP
27
Private Portfolio Partners
New Jersey
$6.79M +$98.7K +2,968 +2%
IA
28
IFP Advisors
Florida
$6.56M +$5.57M +167,434 +731%
HA
29
HC Advisors
Georgia
$6.45M +$143K +4,298 +2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$6.43M +$1.97M +59,347 +46%
KFI
31
Key Financial Inc
Pennsylvania
$5.89M +$68.3K +2,056 +1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$5.77M -$2.88M -86,643 -34%
CFP
33
Cascade Financial Partners
California
$5.76M +$57.5K +1,730 +1%
HHRDM
34
H&H Retirement Design & Management
Nevada
$5.32M +$219K +6,585 +4%
CRC
35
Curi RMB Capital
Illinois
$5.28M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$5.25M -$22.7K -684 -0.4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.24M +$9.64K +290 +0.2%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.23M -$69K -2,075 -1%
DSCM
39
Del-Sette Capital Management
New York
$4.9M -$88.2K -2,654 -2%
MPW
40
Melone Private Wealth
Michigan
$4.77M -$23.7K -712 -0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.77M +$448K +13,464 +11%
EWM
42
Empirical Wealth Management
Washington
$4.55M -$102K -3,066 -2%
PPW
43
Parcion Private Wealth
Washington
$4.46M +$29.1K +875 +0.7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.31M +$41.5K +1,249 +1%
FFA
45
Frazier Financial Advisors
Ohio
$4.06M -$184K -5,546 -4%
GEA
46
Glen Eagle Advisors
New Jersey
$4.02M -$240K -7,206 -6%
Two Sigma Investments
47
Two Sigma Investments
New York
$3.91M +$2.76M +83,100 +273%
KC
48
Kades & Cheifetz
Pennsylvania
$3.78M +$78.5K +2,360 +2%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$470K -14,152 -12%
AAS
50
Avantax Advisory Services
Texas
$3.4M -$19.4K -585 -0.6%