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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$6.89M +$1.35M +43,830 +25%
HA
27
HC Advisors
Georgia
$6.3M +$138K +4,475 +2%
PCG
28
Prosperity Consulting Group
Maryland
$6.17M -$310K -10,051 -5%
HHRDM
29
H&H Retirement Design & Management
Nevada
$5.57M +$518K +16,819 +11%
CFP
30
Cascade Financial Partners
California
$5.34M -$107K -3,477 -2%
KFI
31
Key Financial Inc
Pennsylvania
$5.32M -$321K -10,414 -6%
DSCM
32
Del-Sette Capital Management
New York
$5.22M -$17.2K -559 -0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$5.07M -$15.2K -495 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.84M -$527K -17,108 -10%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.75M +$848K +27,537 +23%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.64M +$3.55M +115,227 +374%
Truist Financial
37
Truist Financial
North Carolina
$4.59M -$4.72M -153,318 -51%
LKWM
38
Lee-Kelleher Wealth Management
Maryland
$4.56M +$208K +6,764 +5%
Stifel Financial
39
Stifel Financial
Missouri
$4.53M -$2.8M -90,756 -39%
MPW
40
Melone Private Wealth
Michigan
$4.51M +$1.32K +43 +0%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.5M -$102K -3,311 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.22M -$270K -8,773 -6%
PPW
43
Parcion Private Wealth
Washington
$4.11M
EWM
44
Empirical Wealth Management
Washington
$3.83M -$444K -14,415 -11%
FFA
45
Frazier Financial Advisors
Ohio
$3.8M +$9.24K +300 +0.3%
C
46
Croban
Ohio
$3.77M -$4.59K -149 -0.1%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.64M +$54.1K +1,758 +2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.34M +$112K +3,637 +4%
AAS
49
Avantax Advisory Services
Texas
$3.18M -$231K -7,497 -7%
SEIA
50
Signature Estate & Investment Advisors
California
$3.16M +$79.2K +2,571 +3%