We are live on ! Find out more
DES icon

WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.6M +$1.14M +41,599 +1%
UBS Group
2
UBS Group
Switzerland
$64.1M +$736K +26,932 +1%
Bank of America
3
Bank of America
North Carolina
$44.8M +$12.3M +449,140 +38%
LPL Financial
4
LPL Financial
California
$41.2M +$2.23M +81,626 +6%
Wells Fargo
5
Wells Fargo
California
$33.1M +$3.25M +119,057 +11%
Creative Planning
6
Creative Planning
Kansas
$29.8M +$2.03M +74,471 +7%
UCFA
7
United Capital Financial Advisors
Texas
$24.5M +$299K +10,934 +1%
AssetMark Inc
8
AssetMark Inc
California
$22.5M +$200K +7,324 +0.9%
PFM
9
Parsec Financial Management
North Carolina
$19.3M +$408K +14,925 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.8M -$456K -16,675 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.8M +$472K +17,279 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.8M +$622K +22,767 +4%
Ameriprise
13
Ameriprise
Minnesota
$15.3M +$4.62M +169,171 +44%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$14.5M +$693K +25,362 +5%
RJA
15
Raymond James & Associates
Florida
$12.6M +$4.07M +149,011 +48%
SL
16
Salomon & Ludwin
Virginia
$11.6M -$103K -3,768 -0.9%
M&T Bank
17
M&T Bank
New York
$11.6M -$1.98M -72,491 -15%
OCG
18
Opus Capital Group
Ohio
$10.3M -$1.26K -46 -0%
MWM
19
Merriman Wealth Management
Washington
$10.1M +$10M +367,078 New
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.27M +$560K +20,506 +6%
PP
21
Palladium Partners
Virginia
$9.19M -$270K -9,882 -3%
DWM
22
Destination Wealth Management
California
$8.46M -$135K -4,958 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.36M +$27.6K +1,010 +0.3%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$8.26M
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.98M -$147K -5,366 -2%