We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
151
Montecito Bank & Trust
California
$345K -$38.8K -1,600 -11%
Mariner
152
Mariner
Kansas
$339K -$61.5K -2,535 -17%
CIAS
153
Capital Investment Advisory Services
North Carolina
$338K +$6.89K +284 +2%
WKWM
154
Walter & Keenan Wealth Management
Indiana
$333K -$240K -9,900 -44%
CASB
155
Cape Ann Savings Bank
Massachusetts
$330K +$303K +12,470 New
Neuberger Berman Group
156
Neuberger Berman Group
New York
$329K -$48.5K -2,000 -14%
IAN
157
Integrated Advisors Network
Texas
$322K +$24.5K +1,008 +9%
William Blair & Company
158
William Blair & Company
Illinois
$320K +$2.84K +117 +1%
HIA
159
Harbor Investment Advisory
Maryland
$319K
OPS
160
Orion Portfolio Solutions
Nebraska
$318K -$11.6K -479 -4%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$303K -$110K -4,539 -28%
NFP
162
Novak Financial Planning
Maryland
$294K +$268K +11,034 New
Truist Financial
163
Truist Financial
North Carolina
$290K -$167K -6,903 -39%
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$289K +$24 +1 +0%
WA
165
Wambolt & Associates
Colorado
$289K +$263K +10,851 New
FAIM
166
Financial Advocates Investment Management
Washington
$287K +$231K +9,502 New
DWT
167
Dorsey & Whitney Trust
South Dakota
$278K
HCM
168
Hengehold Capital Management
Ohio
$277K -$2.55K -105 -1%
JWBC
169
John W. Brooker & Co
California
$274K -$1.11M -45,595 -82%
IA
170
Insight Advisors
Pennsylvania
$273K +$249K +10,250 New
SB
171
Simmons Bank
Arkansas
$270K -$32.1K -1,325 -12%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$269K +$5.85K +241 +2%
GWM
173
Geneos Wealth Management
Colorado
$268K +$17.1K +706 +9%
AWCI
174
Alpine Woods Capital Investors
New York
$266K
AT
175
Arden Trust
Delaware
$260K -$1.43K -59 -0.6%