We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
201
Essex Financial Services
Connecticut
$236K -$13.3K -442 -5%
OCM
202
One Capital Management
California
$235K
TC
203
Trilogy Capital
California
$234K +$249K +8,282 New
MWM
204
Marion Wealth Management
Pennsylvania
$227K -$52.1K -1,735 -18%
AA
205
AlphaMark Advisors
Kentucky
$226K -$3.75K -125 -2%
VW
206
Vance Wealth
California
$218K
JWBC
207
John W. Brooker & Co
California
$218K +$90 +3 +0%
AWC
208
Adamsbrown Wealth Consultants
Kansas
$215K -$177K -5,897 -44%
SC
209
Siena Capital
Ohio
$204K +$60 +2 +0%
LSPW
210
Lake Street Private Wealth
Illinois
$203K -$123K -4,085 -36%
BMD
211
Better Money Decisions
New Mexico
$199K
PTC
212
Private Trust Company
Ohio
$199K +$211K +7,041 New
JPLA
213
Joseph P. Lucia & Associates
New York
$180K -$4.5K -150 -2%
OIA
214
Optimum Investment Advisors
Illinois
$177K +$150 +5 +0.1%
CT
215
Caldwell Trust
Florida
$155K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$145K
CI
217
CX Institutional
Indiana
$142K +$151K +5,034 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$140K -$58K -1,934 -28%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$140K +$71.1K +2,369 +92%
IBOK
220
Independence Bank of Kentucky
Kentucky
$139K
RIM
221
Rockbridge Investment Management
New York
$136K -$690 -23 -0.5%
TWA
222
TCI Wealth Advisors
Arizona
$135K
BONH
223
Bank of New Hampshire
New Hampshire
$122K
EWM
224
Evermay Wealth Management
Virginia
$115K
VCM
225
Vigilant Capital Management
Maine
$111K