We are live on ! Find out more
EES icon

WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$416K
LNC
52
Lincoln National Corp
Pennsylvania
$404K +$19.6K +522 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$380K +$9.89K +263 +3%
PWAP
54
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$377K
SWP
55
Stratos Wealth Partners
Ohio
$350K +$340K +9,036 New
LCM
56
LVM Capital Management
Michigan
$310K
MFW
57
Meristem Family Wealth
Minnesota
$299K +$290K +7,728 New
PA
58
Pinnacle Associates
New York
$294K +$286K +7,600 New
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$294K +$286K +7,600 New
PAG
60
Private Advisor Group
New Jersey
$279K -$71.5K -1,902 -21%
LBC
61
Lowe Brockenbrough & Co
Virginia
$275K +$267K +7,100 New
SWM
62
Sequoia Wealth Management
Illinois
$270K +$260K +6,908 New
IA
63
IFP Advisors
Florida
$264K +$36K +957 +16%
BTS
64
BB&T Securities
Virginia
$242K +$236K +6,271 New
CBN
65
Cadence Bank NA
Texas
$241K -$2.25K -60 -1%
Brown Advisory
66
Brown Advisory
Maryland
$213K +$207K +5,500 New
ADL
67
Asset Dedication LLC
California
$184K +$38 +1 +0%
JWA
68
JFS Wealth Advisors
Pennsylvania
$96K -$8.35K -222 -8%
KPCM
69
Kings Point Capital Management
New York
$80K
SBL
70
Sargent Bickham Lagudis
Colorado
$77K
FANJ
71
Financial Architects (New Jersey)
New Jersey
$55K
William Blair & Company
72
William Blair & Company
Illinois
$43K
CAC
73
Certified Advisory Corp
Florida
$43K +$41.3K +1,100 New
APA
74
American Portfolios Advisors
New York
$38.7K +$37.6K +1,000 New
BSG
75
Black Swift Group
Colorado
$36K +$35.1K +935 New