We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SG
101
Sharper & Granite
California
$1.16M -$41.9K -1,400 -3%
WW
102
Waterfront Wealth
Kansas
$1.15M – – –
PTP
103
Platform Technology Partners
New York
$1.14M – – –
CWM
104
Connecticut Wealth Management
Connecticut
$1.14M -$39.2K -1,310 -3%
SPC
105
Sigma Planning Corp
Michigan
$1.12M -$56.5K -1,887 -5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.08M +$50K +1,671 +5%
FFN
107
Focus Financial Network
Minnesota
$1.03M +$1.08M +36,205 New
FVCM
108
F&V Capital Management
Florida
$1.01M +$343K +11,450 +48%
RWA
109
Rooted Wealth Advisors
Illinois
$978K +$49.2K +1,644 +5%
GDP
110
Great Diamond Partners
Maine
$971K -$17K -568 -2%
RRA
111
Round Rock Advisors
Connecticut
$968K -$7.6K -254 -0.7%
HHGA
112
Halbert Hargrove Global Advisors
California
$966K -$1.32K -44 -0.1%
IA
113
IFP Advisors
Florida
$916K -$89.7K -2,998 -9%
WB
114
WesBanco Bank
West Virginia
$910K +$5.24K +175 +0.6%
OCG
115
Opus Capital Group
Ohio
$901K +$4.82K +161 +0.5%
AWS
116
Atria Wealth Solutions
New York
$895K +$35.4K +1,182 +4%
GFS
117
GYL Financial Synergies
Connecticut
$885K +$210 +7 +0%
APCM
118
Alaska Permanent Capital Management
Alaska
$885K -$270K -9,027 -23%
WA
119
Wambolt & Associates
Colorado
$882K -$2.72K -91 -0.3%
BF
120
BOK Financial
Oklahoma
$860K +$79.8K +2,665 +10%
MML Investors Services
121
MML Investors Services
Massachusetts
$849K -$8.41K -281 -0.9%
BA
122
Bristlecone Advisors
Washington
$826K +$38.5K +1,285 +5%
BWM
123
Baystate Wealth Management
Massachusetts
$826K +$26K +869 +3%
IA
124
IFG Advisory
Georgia
$824K -$25.1K -840 -3%
OC
125
Oppenheimer & Co
New York
$788K -$52.9K -1,768 -6%