We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
151
CVA Family Office
Colorado
$444K +$431K +15,470 New
PLFAM
152
Pineno Levin & Ford Asset Management
Virginia
$434K – – –
GWM
153
Geneos Wealth Management
Colorado
$433K -$16.1K -577 -4%
TRCT
154
Tower Research Capital (TRC)
New York
$426K -$1.03M -36,884 -71%
HW
155
Hancock Whitney
Mississippi
$422K +$8.76K +314 +2%
FWCM
156
Ferguson Wellman Capital Management
Oregon
$420K -$63.6K -2,280 -13%
WT
157
Whittier Trust
California
$413K – – –
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$401K -$125K -4,475 -24%
FAAS
159
First Allied Advisory Services
California
$399K +$25.2K +905 +7%
DWT
160
Dorsey & Whitney Trust
South Dakota
$398K – – –
PSF
161
Pacific Sun Financial
California
$395K +$5.02K +180 +1%
HWM
162
Howard Wealth Management
Connecticut
$394K +$384K +13,762 New
SAM
163
SignalPoint Asset Management
Missouri
$380K -$10.7K -383 -3%
William Blair & Company
164
William Blair & Company
Illinois
$376K +$335 +12 +0.1%
AF
165
Advisornet Financial
Minnesota
$364K -$9.12K -327 -3%
CFG
166
Capstone Financial Group
Oklahoma
$344K +$334K +11,991 New
CCM
167
Colorado Capital Management
Colorado
$341K – – –
PWM
168
PBMares Wealth Management
Virginia
$341K +$331K +11,885 New
AT
169
Arden Trust
Delaware
$335K -$10K -359 -3%
PAMG
170
Patton Albertson Miller Group
Tennessee
$332K +$1.98K +71 +0.6%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$319K +$310K +11,112 New
TFS
172
Thoroughbred Financial Services
Tennessee
$313K +$13.7K +493 +5%
ACWM
173
Adams Chetwood Wealth Management
North Carolina
$311K +$303K +10,848 New
NFG
174
Next Financial Group
Texas
$308K +$10K +360 +3%
SF
175
Synovus Financial
Georgia
$307K +$258K +9,264 +643%