We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$324K +$97.1K +3,104 +46%
FNT
202
First National Trust
Pennsylvania
$322K -$6.57K -210 -2%
EWA
203
EP Wealth Advisors
California
$320K -$751 -24 -0.2%
Goldman Sachs
204
Goldman Sachs
New York
$317K +$304K +9,707 New
SEP
205
Southland Equity Partners
Missouri
$317K -$6.41K -205 -2%
AIA
206
Ally Invest Advisors
North Carolina
$317K -$43.7K -1,397 -13%
PT
207
Plimoth Trust
Massachusetts
$309K -$109K -3,475 -27%
GFA
208
Gallagher Fiduciary Advisors
Illinois
$308K +$1.41K +45 +0.5%
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
$300K +$287K +9,168 New
MCM
210
MAI Capital Management
Ohio
$297K +$284K +9,075 New
SFC
211
Strategic Financial Concepts
Texas
$291K +$278K +8,894 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$289K +$38.4K +1,226 +16%
CCM
213
Colorado Capital Management
Colorado
$276K -$7.07K -226 -3%
BFWM
214
Bright Futures Wealth Management
New York
$276K +$280K +8,946 New
Neuberger Berman Group
215
Neuberger Berman Group
New York
$274K -$65.7K -2,100 -20%
AWC
216
Abundance Wealth Counselors
Pennsylvania
$267K +$255K +8,164 New
BFG
217
Berger Financial Group
Minnesota
$263K
CASB
218
Cape Ann Savings Bank
Massachusetts
$262K -$7.35K -235 -3%
VW
219
Vance Wealth
California
$253K
NIWA
220
New Insight Wealth Advisors
California
$251K +$41.5K +1,325 +21%
GWM
221
Gray Wealth Management
Maine
$251K -$7.13K -228 -3%
JWBC
222
John W. Brooker & Co
California
$245K -$7.07K -226 -3%
SF
223
Synovus Financial
Georgia
$238K +$15.7K +502 +7%
PFS
224
Prospera Financial Services
Texas
$237K -$1.54M -49,362 -87%
SC
225
Savant Capital
Illinois
$236K +$2.25K +72 +1%