We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Anson Capital
Georgia
$407K +$11.5K +320 +3%
AI
202
Atria Investments
North Carolina
$406K -$134K -3,711 -25%
CCM
203
Collar Capital Management
Wisconsin
$402K -$164K -4,545 -29%
FFA
204
Founders Financial Alliance
North Carolina
$401K
LAM
205
LOM Asset Management
$395K
PRI
206
Prepared Retirement Institute
Pennsylvania
$392K -$34.6K -961 -8%
CTFG
207
Capstone Triton Financial Group
Oklahoma
$384K +$399K +11,066 New
FNT
208
First National Trust
Pennsylvania
$378K
PA
209
Pinnacle Associates
New York
$366K -$77.7K -2,154 -17%
BFW
210
Brady Family Wealth
Missouri
$366K
AAS
211
Ameritas Advisory Services
Nebraska
$365K -$2.85K -79 -0.8%
PJC
212
Phillip James Consulting
Minnesota
$361K +$363K +10,069 New
GFA
213
Gallagher Fiduciary Advisors
Illinois
$359K +$1.01K +28 +0.3%
CWM
214
Collaborative Wealth Management
Florida
$355K -$7.79K -216 -2%
CTWM
215
Cherry Tree Wealth Management
Minnesota
$353K
AIA
216
Ally Invest Advisors
North Carolina
$351K +$13.8K +383 +4%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$349K -$31.2K -865 -8%
VA
218
VestGen Advisors
Illinois
$347K +$4.87K +135 +2%
HI
219
Harbour Investments
Wisconsin
$345K +$58.6K +1,625 +20%
BRWM
220
Blue Rock Wealth Management
North Carolina
$322K -$111K -3,082 -26%
EWA
221
Exencial Wealth Advisors
Oklahoma
$321K -$27.1K -751 -8%
PSF
222
Pacific Sun Financial
California
$321K -$5.41K -150 -2%
RSWA
223
Robinson Smith Wealth Advisors
Maine
$318K -$45.2K -1,255 -12%
DAS
224
Dynamic Advisor Solutions
Arizona
$315K -$15.7K -436 -5%
NIWA
225
New Insight Wealth Advisors
California
$315K -$5.05K -140 -2%