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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
26
Prosperity Consulting Group
Maryland
$6.53M -$198K -5,901 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.49M +$1.29M +38,460 +23%
IA
28
IFP Advisors
Florida
$6.33M -$113K -3,369 -2%
HA
29
HC Advisors
Georgia
$6.19M +$164K +4,875 +3%
KFI
30
Key Financial Inc
Pennsylvania
$5.68M +$203K +6,049 +4%
CRC
31
Curi RMB Capital
Illinois
$5.53M +$670K +19,935 +13%
CFP
32
Cascade Financial Partners
California
$5.48M -$30.5K -908 -0.5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.42M +$222K +6,588 +4%
DSCM
34
Del-Sette Capital Management
New York
$5.27M +$680K +20,205 +14%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.9M -$254K -7,541 -5%
JP Morgan Chase
36
JP Morgan Chase
New York
$4.63M -$2.46K -73 -0.1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4.52M +$365K +10,849 +8%
MPW
38
Melone Private Wealth
Michigan
$4.52M +$13.1K +390 +0.3%
HHRDM
39
H&H Retirement Design & Management
Nevada
$4.5M +$42.6K +1,267 +0.8%
LKWM
40
Lee-Kelleher Wealth Management
Maryland
$4.37M +$112K +3,340 +3%
EWM
41
Empirical Wealth Management
Washington
$4.31M -$148K -4,402 -3%
PPW
42
Parcion Private Wealth
Washington
$4.13M
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.9M +$681K +20,254 +20%
FFA
44
Frazier Financial Advisors
Ohio
$3.82M +$172K +5,118 +4%
C
45
Croban
Ohio
$3.8M -$12.8K -381 -0.3%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.61M +$903K +26,850 +31%
AAS
47
Avantax Advisory Services
Texas
$3.44M +$342K +10,167 +10%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.29M +$158K +4,700 +5%
WA
49
Waverly Advisors
Alabama
$3.26M +$2.74M +81,331 +395%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$8.27K +246 +0.2%