We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
126
Legacy Private Trust
Wisconsin
$711K +$329K +10,959 +77%
JSL
127
JT Stratford LLC
Georgia
$708K +$753K +25,090 New
GFS
128
GYL Financial Synergies
Connecticut
$706K +$149K +4,980 +25%
KWM
129
KerberRose Wealth Management
Wisconsin
$693K +$737K +24,559 New
SS
130
Sunbelt Securities
Texas
$681K -$32.6K -1,086 -4%
OC
131
Oppenheimer & Co
New York
$680K +$25.1K +835 +4%
BCMO
132
Buckingham Capital Management (Ohio)
Ohio
$665K +$32.2K +1,074 +5%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$653K +$210K +6,986 +43%
MSA
134
Marino Stram & Associates
Massachusetts
$652K +$26.9K +895 +4%
BFPW
135
BOK Financial Private Wealth
Colorado
$651K
BF
136
BOK Financial
Oklahoma
$640K +$72.3K +2,410 +12%
CWM
137
Collaborative Wealth Management
Florida
$635K +$675K +22,504 New
APA
138
American Portfolios Advisors
New York
$630K -$74.3K -2,475 -10%
HW
139
Hancock Whitney
Mississippi
$619K +$57.8K +1,926 +10%
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$613K -$3.36K -112 -0.5%
WP
141
WealthShield Partners
North Carolina
$610K +$10.8K +359 +2%
SPIA
142
Steward Partners Investment Advisory
New York
$605K -$27.2K -907 -4%
FTUS
143
Flow Traders U.S.
New York
$581K +$429K +14,303 +228%
PAS
144
Park Avenue Securities
New York
$574K -$70.2K -2,338 -10%
HCM
145
Hengehold Capital Management
Ohio
$571K +$84.9K +2,828 +16%
JWCA
146
J.W. Cole Advisors
Florida
$567K +$16K +533 +3%
HIA
147
Harbor Investment Advisory
Maryland
$545K -$18K -600 -3%
AI
148
Accredited Investors
Minnesota
$541K +$45.5K +1,515 +9%
PWP
149
Principle Wealth Partners
Connecticut
$539K -$46.6K -1,553 -8%
FVCM
150
F&V Capital Management
Florida
$535K +$157K +5,235 +38%