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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.02M +$1.67M +37,580 +727%
Stifel Financial
27
Stifel Financial
Missouri
$1.99M +$1.87M +41,891 New
AWA
28
Arkadios Wealth Advisors
Georgia
$1.9M +$205K +4,600 +13%
Citigroup
29
Citigroup
New York
$1.79M +$415K +9,303 +33%
Creative Planning
30
Creative Planning
Kansas
$1.7M +$62.4K +1,400 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.69M +$1.58M +35,521 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.47M -$796K -17,871 -36%
EE
33
EWG Elevate
California
$1.42M +$1.33M +29,858 New
WIA
34
Wealthstreet Investment Advisors
Texas
$1.29M +$21.5K +482 +2%
OPW
35
Oxler Private Wealth
New York
$1.17M +$245K +5,500 +29%
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$1.1M -$1.32M -29,522 -56%
IF
37
Intrua Financial
Texas
$1.1M +$240K +5,387 +31%
HWM
38
Howard Wealth Management
Connecticut
$1.04M -$52.1K -1,170 -5%
MIAN
39
Mariner Independent Advisor Network
Kansas
$923K -$32.3K -725 -4%
MIC
40
Means Investment Company
Maine
$919K +$47K +1,055 +6%
MWP
41
Moller Wealth Partners
$880K
DC
42
Davenport & Co
Virginia
$781K -$31.7K -711 -4%
AAS
43
Avantax Advisory Services
Texas
$775K -$30.8K -691 -4%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$745K -$20.1K -451 -3%
Goldman Sachs
45
Goldman Sachs
New York
$712K +$670K +15,029 New
SAM
46
S.A. Mason
Michigan
$700K -$2.67K -60 -0.4%
CCA
47
Clearwater Capital Advisors
Illinois
$685K -$257K -5,765 -29%
HIS
48
Harvest Investment Services
Illinois
$626K -$24.3K -545 -4%
SWP
49
Stratos Wealth Partners
Ohio
$619K +$43.8K +983 +8%
PAG
50
Private Advisor Group
New Jersey
$617K -$19.6K -439 -3%