We are live on ! Find out more
EES icon

WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$444K -$33.3K -1,279 -8%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$424K -$502K -19,276 -56%
SAM
53
S.A. Mason
Michigan
$421K -$521 -20 -0.1%
CIC
54
Cutler Investment Counsel
Oregon
$362K -$2.61M -100,193 -89%
CF
55
Centaurus Financial
California
$354K +$121K +4,665 +60%
SWM
56
SVA Wealth Management
Wisconsin
$327K -$31.9M -1,223,693 -99%
FHA
57
Flagship Harbor Advisors
Massachusetts
$321K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$305K
AFA
59
Atlanta Financial Associates
Georgia
$295K
NFG
60
Next Financial Group
Texas
$284K +$963 +37 +0.4%
KLI
61
Kelman-Lazarov Inc
Tennessee
$246K -$226K -8,677 -50%
KFP
62
KMG Fiduciary Partners
Ohio
$223K +$205K +7,870 New
LCM
63
LVM Capital Management
Michigan
$220K +$202K +7,745 New
MFW
64
Meristem Family Wealth
Minnesota
$219K +$201K +7,728 New
CBN
65
Cadence Bank NA
Texas
$210K +$193K +7,414 New
FAAS
66
First Allied Advisory Services
California
$209K +$191K +7,348 New
MML Investors Services
67
MML Investors Services
Massachusetts
$209K +$192K +7,377 New
CSA
68
Cottage Street Advisors
Massachusetts
$204K -$364K -13,982 -66%
GRP
69
Global Retirement Partners
California
$172K -$689K -26,480 -81%
SPIA
70
Steward Partners Investment Advisory
New York
$149K -$50.8K -1,950 -27%
TFS
71
TrustCore Financial Services
Tennessee
$136K
ADL
72
Asset Dedication LLC
California
$135K
AAP
73
Arax Advisory Partners
Colorado
$112K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$108K -$42.5K -1,631 -30%
JP Morgan Chase
75
JP Morgan Chase
New York
$82K +$23K +883 +44%