We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$349K +$86.7K +3,173 +33%
CAC
152
Certified Advisory Corp
Florida
$346K +$82.9K +3,033 +32%
AT
153
Arden Trust
Delaware
$342K +$24.6K +901 +8%
WWM
154
Western Wealth Management
Colorado
$327K +$55 +2 +0%
CWM
155
Cornerstone Wealth Management
Missouri
$320K +$160K +5,842 New
CCM
156
Colorado Capital Management
Colorado
$319K +$328 +12 +0.1%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$311K +$203K +7,427 +192%
DAS
158
Dynamic Advisor Solutions
Arizona
$261K -$7.57K -277 -3%
MA
159
MCF Advisors
Kentucky
$261K – – –
SPC
160
Sigma Planning Corp
Michigan
$259K +$27 +1 +0%
NL
161
NVWM LLC
Pennsylvania
$259K +$6.17K +226 +2%
TCOV
162
Trust Company of Vermont
Vermont
$256K -$2.76K -101 -1%
VAS
163
Vestmark Advisory Solutions
Massachusetts
$256K +$254K +9,291 New
FANJ
164
Financial Architects (New Jersey)
New Jersey
$254K -$10.1K -369 -4%
RI
165
Rudd International
Florida
$254K +$219 +8 +0.1%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$248K +$18.3K +669 +8%
FG
167
Fiduciary Group
Georgia
$244K – – –
WKWM
168
Walter & Keenan Wealth Management
Indiana
$244K +$242K +8,850 New
JPLA
169
Joseph P. Lucia & Associates
New York
$236K +$227K +8,325 New
CWM
170
Circle Wealth Management
New Jersey
$232K – – –
AWS
171
AJ Wealth Strategies
New York
$231K +$109 +4 +0%
TFS
172
Thoroughbred Financial Services
Tennessee
$223K +$222K +8,113 New
FIM
173
Fernwood Investment Management
Massachusetts
$218K +$217K +7,928 New
WPP
174
Whalerock Point Partners
Rhode Island
$217K +$215K +7,872 New
TCM
175
Traynor Capital Management
Pennsylvania
$215K +$213K +7,807 New