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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$522K +$220K +5,505 +72%
CPIG
52
Chicago Partners Investment Group
Illinois
$492K
CAN
53
Cetera Advisor Networks
California
$490K +$494K +12,353 New
BHB
54
Bank Hapoalim BM
Israel
$484K +$14K +350 +3%
Brown Advisory
55
Brown Advisory
Maryland
$464K +$246K +6,145 +112%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$428K
PWAP
57
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$388K +$40 +1 +0%
PVH
58
Psagot Value Holdings
Israel
$342K -$280K -7,000 -45%
SWM
59
Sequoia Wealth Management
Illinois
$336K +$59.8K +1,495 +22%
LCM
60
LVM Capital Management
Michigan
$327K +$8K +200 +3%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$308K -$147K -3,672 -32%
MFW
62
Meristem Family Wealth
Minnesota
$308K
AI
63
Atria Investments
North Carolina
$297K -$2.8M -70,139 -90%
LBC
64
Lowe Brockenbrough & Co
Virginia
$283K
IA
65
IFP Advisors
Florida
$248K -$23.8K -595 -9%
CBN
66
Cadence Bank NA
Texas
$239K -$8.08K -202 -3%
HFS
67
HL Financial Services
Kentucky
$215K +$216K +5,400 New
TC
68
Truvestments Capital
Florida
$200K +$201K +5,018 New
ADL
69
Asset Dedication LLC
California
$190K
CF
70
Centaurus Financial
California
$157K +$160K +3,994 +66,567%
CAC
71
Certified Advisory Corp
Florida
$120K +$76K +1,900 +173%
JWA
72
JFS Wealth Advisors
Pennsylvania
$99K
KPCM
73
Kings Point Capital Management
New York
$82K
SBL
74
Sargent Bickham Lagudis
Colorado
$79K
SFM
75
Signet Financial Management
New Jersey
$78K +$63.2K +1,580 +431%