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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$130K -$26.7K -816 -18%
AWMS
52
Advocacy Wealth Management Services
Georgia
$99K +$101K +3,087 New
JWA
53
JFS Wealth Advisors
Pennsylvania
$94K – – –
SBL
54
Sargent Bickham Lagudis
Colorado
$69K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$50K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$49K – – –
KPCM
57
Kings Point Capital Management
New York
$34K – – –
BAM
58
Barrett Asset Management
New York
$24K – – –
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$33 +1 +0.2%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$8.35K +255 +139%
MA
61
MUFG Americas
New York
$10K +$9.82K +300 New
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$7.87K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$4K – – –
HFM
64
Hartford Financial Management
Connecticut
$2K +$2.26K +69 New
BlackRock
65
BlackRock
New York
$1K – – –
BCM
66
Barometer Capital Management
Ontario, Canada
– -$2.79M -84,900 Closed
LIA
67
LBMC Investment Advisors
Tennessee
– -$737K -22,428 Closed
CWM
68
Concert Wealth Management
California
– -$333K -10,071 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$258K -7,854 Closed
Creative Planning
70
Creative Planning
Kansas
– -$36K -1,092 Closed
WAM
71
Wealthspire Advisors (Maryland)
Maryland
– -$30K -900 Closed
KTC
72
Kistler-Tiffany Companies
Pennsylvania
– -$25K -763 Closed
SF
73
Synovus Financial
Georgia
– -$20K -600 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -534 Closed
BFEC
75
Benjamin F. Edwards & Company
Missouri
– -$10K -300 Closed