We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
26
Prosperity Consulting Group
Maryland
$7.22M -$851K -24,051 -10%
IA
27
IFP Advisors
Florida
$6.92M +$397K +11,227 +6%
PPP
28
Private Portfolio Partners
New Jersey
$6.75M -$15.8K -448 -0.2%
HA
29
HC Advisors
Georgia
$6.49M +$70.5K +1,994 +1%
CFP
30
Cascade Financial Partners
California
$5.93M +$177K +5,005 +3%
KFI
31
Key Financial Inc
Pennsylvania
$5.9M +$29.8K +843 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.66M +$463K +13,080 +9%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.6M -$152K -4,287 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$5.52M +$307K +8,669 +6%
KC
35
Kades & Cheifetz
Pennsylvania
$5.45M +$1.74M +49,228 +45%
CRC
36
Curi RMB Capital
Illinois
$5.26M -$1.24K -35 -0%
HHRDM
37
H&H Retirement Design & Management
Nevada
$5.19M +$17.4K +493 +0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.19M -$27.4K -775 -0.5%
JP Morgan Chase
39
JP Morgan Chase
New York
$4.98M +$241K +6,819 +5%
DSCM
40
Del-Sette Capital Management
New York
$4.97M +$97.6K +2,760 +2%
MPW
41
Melone Private Wealth
Michigan
$4.85M +$103K +2,924 +2%
EWM
42
Empirical Wealth Management
Washington
$4.79M +$262K +7,404 +6%
LKWM
43
Lee-Kelleher Wealth Management
Maryland
$4.58M +$4.72M +133,399 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.49M +$208K +5,881 +5%
PPW
45
Parcion Private Wealth
Washington
$4.44M
C
46
Croban
Ohio
$4.09M +$4.22M +119,220 New
FFA
47
Frazier Financial Advisors
Ohio
$3.91M -$124K -3,499 -3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.5M +$1.05M +29,625 +41%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3.48M -$103K -2,924 -3%
GEA
50
Glen Eagle Advisors
New Jersey
$3.46M -$565K -15,963 -14%