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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$688K -$168K -6,165 -20%
BCI
27
Brinker Capital Investments
Pennsylvania
$676K
VFS
28
VSR Financial Services
Kansas
$538K -$417K -15,309 -44%
FIM
29
Freedom Investment Management
Connecticut
$532K -$19.9K -732 -4%
LCM
30
LVM Capital Management
Michigan
$521K +$188K +6,885 +59%
FA
31
FDx Advisors
Illinois
$514K +$498K +18,300 New
CAS
32
Cue Advisory Services
Arizona
$508K -$2.37K -87 -0.5%
MFS
33
MSI Financial Services
Massachusetts
$508K +$387K +14,202 +370%
JP Morgan Chase
34
JP Morgan Chase
New York
$473K +$22.6K +831 +5%
AI
35
Atria Investments
North Carolina
$447K +$74.2K +2,724 +21%
PAG
36
Private Advisor Group
New Jersey
$410K -$14.4K -528 -4%
CA
37
Cetera Advisors
Colorado
$305K +$41.3K +1,518 +16%
BFS
38
Bradley Foster & Sargent
Connecticut
$300K
Ameriprise
39
Ameriprise
Minnesota
$294K -$2.84M -104,205 -91%
GLRA
40
Gerald L. Ray & Associates
Texas
$283K
CW
41
Cobiz Wealth
Colorado
$246K -$135K -4,965 -36%
Creative Planning
42
Creative Planning
Kansas
$217K +$1.63K +60 +0.8%
EFS
43
Essex Financial Services
Connecticut
$211K +$5.47K +201 +3%
MAA
44
Managed Account Advisors
New Jersey
$172K +$166K +6,111 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$153K +$245 +9 +0.2%
NFG
46
Next Financial Group
Texas
$128K +$29.8K +1,095 +32%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$109K +$48.8K +1,791 +85%
GI
48
Gradient Investments
Minnesota
$77K -$20.6M -755,655 -100%
CPIG
49
Chicago Partners Investment Group
Illinois
$57K +$56.1K +2,058 New
KPCM
50
Kings Point Capital Management
New York
$27K