We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$241K +$29.7K +929 +14%
SC
202
Siena Capital
Ohio
$230K -$5.68K -178 -2%
Eagle Global Advisors
203
Eagle Global Advisors
Texas
$229K – – –
BMD
204
Better Money Decisions
New Mexico
$224K -$32 -1 -0%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$220K -$11.9K -373 -5%
Davenport & Co
206
Davenport & Co
Virginia
$217K -$105K -3,300 -33%
MWP
207
Moller Wealth Partners
$217K – – –
Exencial Wealth Advisors
208
Exencial Wealth Advisors
Oklahoma
$213K -$1.92K -60 -0.9%
Western Wealth Management
209
Western Wealth Management
Colorado
$210K +$210K +6,562 New
CBFP
210
Cedar Brook Financial Partners
Ohio
$209K +$8.72K +273 +4%
JPLA
211
Joseph P. Lucia & Associates
New York
$208K – – –
IF
212
Intrua Financial
Texas
$207K -$3.83K -120 -2%
PCM
213
Passive Capital Management
Maryland
$204K +$543 +17 +0.3%
Vestmark Advisory Solutions
214
Vestmark Advisory Solutions
Massachusetts
$204K +$96 +3 +0%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$203K -$192K -6,000 -48%
AFP
216
Ausdal Financial Partners
Iowa
$201K -$22K -690 -10%
Independent Financial Group
217
Independent Financial Group
California
$200K -$5.43K -170 -3%
OIA
218
Optimum Investment Advisors
Illinois
$200K +$64 +2 +0%
Flow Traders U.S.
219
Flow Traders U.S.
New York
$200K +$201K +6,287 New
CT
220
Caldwell Trust
Florida
$175K – – –
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$163K – – –
Allworth Financial
222
Allworth Financial
California
$162K -$43.9K -1,375 -21%
IBOK
223
Independence Bank of Kentucky
Kentucky
$157K – – –
RIM
224
Rockbridge Investment Management
New York
$155K -$99.6K -3,118 -39%
TCI Wealth Advisors
225
TCI Wealth Advisors
Arizona
$152K – – –