We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$327K +$55 +2 +0%
CWM
152
Cornerstone Wealth Management
Missouri
$320K +$160K +5,842 New
CCM
153
Colorado Capital Management
Colorado
$319K +$328 +12 +0.1%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$311K +$203K +7,427 +192%
DAS
155
Dynamic Advisor Solutions
Arizona
$261K -$7.57K -277 -3%
MA
156
MCF Advisors
Kentucky
$261K
SPC
157
Sigma Planning Corp
Michigan
$259K +$27 +1 +0%
NL
158
NVWM LLC
Pennsylvania
$259K +$6.17K +226 +2%
TCOV
159
Trust Company of Vermont
Vermont
$256K -$2.76K -101 -1%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$256K +$254K +9,291 New
FANJ
161
Financial Architects (New Jersey)
New Jersey
$254K -$10.1K -369 -4%
RI
162
Rudd International
Florida
$254K +$219 +8 +0.1%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$248K +$18.3K +669 +8%
FG
164
Fiduciary Group
Georgia
$244K
WKWM
165
Walter & Keenan Wealth Management
Indiana
$244K +$242K +8,850 New
CWM
166
Circle Wealth Management
New Jersey
$232K
AWS
167
AJ Wealth Strategies
New York
$231K +$109 +4 +0%
TFS
168
Thoroughbred Financial Services
Tennessee
$223K +$222K +8,113 New
FIM
169
Fernwood Investment Management
Massachusetts
$218K +$217K +7,928 New
WPP
170
Whalerock Point Partners
Rhode Island
$217K +$215K +7,872 New
TCM
171
Traynor Capital Management
Pennsylvania
$215K +$213K +7,807 New
CBN
172
Cadence Bank NA
Texas
$215K +$214K +7,823 New
US Bancorp
173
US Bancorp
Minnesota
$208K +$1.04K +38 +0.5%
GRP
174
Global Retirement Partners
California
$207K -$2.16K -79 -1%
BW
175
Bison Wealth
Georgia
$206K +$204K +7,475 New