We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
151
Halbert Hargrove Global Advisors
California
$785K -$609K -15,807 -45%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$773K -$30.6K -795 -4%
Sumitomo Mitsui Trust Group
153
Sumitomo Mitsui Trust Group
Japan
$770K +$140K +3,639 +24%
CA
154
Clearstead Advisors
Ohio
$762K -$24.6K -639 -3%
GIA
155
Gladstone Institutional Advisory
Florida
$717K +$18K +466 +3%
IWM
156
IHT Wealth Management
Illinois
$713K -$88.8K -2,304 -12%
PWMA
157
Pension & Wealth Management Advisors
Massachusetts
$709K -$7.86K -204 -1%
IFG
158
Independent Financial Group
California
$708K +$30.9K +802 +5%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$707K
SF
160
Seek First
California
$699K -$77 -2 -0%
AIP
161
Avail Investment Partners
Pennsylvania
$681K +$109K +2,837 +20%
CAG
162
Csenge Advisory Group
Florida
$675K
EAM
163
Empirical Asset Management
Massachusetts
$662K +$2.23K +58 +0.4%
LAM
164
LOM Asset Management
$659K +$200K +5,200 +47%
GVAG
165
Great Valley Advisor Group
Delaware
$654K +$6.78K +176 +1%
IWC
166
Infinity Wealth Counsel
Ohio
$640K +$52K +1,350 +9%
SA
167
Sanctuary Advisors
Indiana
$628K +$89.2K +2,315 +18%
UPS
168
UHLMANN PRICE SECURITIES
Illinois
$620K +$3.24K +84 +0.6%
MSA
169
Marino Stram & Associates
Massachusetts
$614K +$5.63K +146 +1%
AIA
170
AssuredPartners Investment Advisors
Florida
$614K -$347 -9 -0.1%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$607K -$2.12K -55 -0.4%
PB
172
Prime Buchholz
New Hampshire
$604K +$572K +14,841 New
IA
173
Insight Advisors
Pennsylvania
$603K -$88.5K -2,297 -13%
NHT
174
New Hampshire Trust
New Hampshire
$585K +$57.8K +1,500 +12%
UAG
175
United Advisor Group
Ohio
$580K -$15.6K -404 -3%