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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$2.37M +$200K +3,792 +8%
NC
27
NewSquare Capital
Pennsylvania
$2.13M +$47.1K +894 +2%
Stifel Financial
28
Stifel Financial
Missouri
$2.12M -$9.54K -181 -0.4%
SAM
29
Smithbridge Asset Management
Pennsylvania
$2.11M +$2.28M +43,272 New
IA
30
Insight Advisors
Pennsylvania
$1.87M +$87.5K +1,661 +5%
P
31
&Partners
Tennessee
$1.69M +$35.9K +681 +2%
AI
32
Atria Investments
North Carolina
$1.64M +$120K +2,276 +7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.63M -$205K -3,895 -10%
DFP
34
Defined Financial Planning
California
$1.61M +$84.3K +1,600 +5%
NPI
35
New Perspectives Inc
Mississippi
$1.51M +$421 +8 +0%
HG
36
Herbst Group
Connecticut
$1.49M +$2.63K +50 +0.2%
CF
37
Claris Financial
Virginia
$1.32M
Creative Planning
38
Creative Planning
Kansas
$1.27M +$59.4K +1,128 +5%
FA
39
Forefront Analytics
Pennsylvania
$1.27M +$18K +341 +1%
OC
40
Optima Capital
Oregon
$1.18M +$474 +9 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$992K -$709K -13,451 -40%
BPA
42
Beacon Pointe Advisors
California
$988K +$1.07M +20,222 New
PFS
43
Prospera Financial Services
Texas
$981K -$28.7K -545 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$944K -$33.6K -637 -3%
HWM
45
Howard Wealth Management
Connecticut
$940K
KAS
46
Kestra Advisory Services
Texas
$922K -$150K -2,854 -13%
MWP
47
Moller Wealth Partners
$901K
TSWM
48
Tyler-Stone Wealth Management
Ohio
$888K +$42.1K +799 +5%
SAM
49
Smartleaf Asset Management
Massachusetts
$848K -$5K -95 -0.5%
LFG
50
Larson Financial Group
Missouri
$803K -$13.5K -257 -2%