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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$538K -$2.91M -65,355 -85%
RJA
52
Raymond James & Associates
Florida
$531K -$4.46K -100 -0.9%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$509K
CF
54
Centaurus Financial
California
$499K -$38.2K -858 -8%
SPIA
55
Steward Partners Investment Advisory
New York
$467K +$205K +4,598 +87%
FHA
56
Flagship Harbor Advisors
Massachusetts
$444K
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$402K +$73.1K +1,641 +24%
NFG
58
Next Financial Group
Texas
$393K -$20K -449 -5%
KFP
59
KMG Fiduciary Partners
Ohio
$384K +$7.98K +179 +2%
MFW
60
Meristem Family Wealth
Minnesota
$366K
MAM
61
Meeder Asset Management
Ohio
$356K +$22.9K +514 +7%
KAS
62
Kestra Advisory Services
Texas
$339K +$35.6K +800 +13%
LCM
63
LVM Capital Management
Michigan
$336K -$33.4K -750 -10%
CWA
64
Choice Wealth Advisors
Maine
$328K -$962K -21,593 -76%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$291K -$113K -2,543 -29%
CBN
66
Cadence Bank NA
Texas
$269K -$10.4K -233 -4%
HH
67
Hilltop Holdings
Texas
$267K -$52.7K -1,182 -17%
EWM
68
Evercore Wealth Management
New York
$260K +$245K +5,497 New
KLI
69
Kelman-Lazarov Inc
Tennessee
$256K -$13.9K -311 -5%
HI
70
Harbour Investments
Wisconsin
$255K +$240K +5,377 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$253K +$31.6K +708 +15%
CWM
72
Collaborative Wealth Management
Florida
$249K +$231K +5,189 New
IA
73
Insight Advisors
Pennsylvania
$222K +$205K +4,610 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$208K
FFG
75
Frisch Financial Group
New York
$206K +$194K +4,345 New