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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
51
Tyler-Stone Wealth Management
Ohio
$663K +$64K +1,439 +10%
MIAN
52
Mariner Independent Advisor Network
Kansas
$641K -$38.3K -860 -5%
RJA
53
Raymond James & Associates
Florida
$630K -$672K -15,097 -50%
Goldman Sachs
54
Goldman Sachs
New York
$618K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$593K +$89 +2 +0%
TRCT
56
Tower Research Capital (TRC)
New York
$571K +$529K +11,886 +591%
FHA
57
Flagship Harbor Advisors
Massachusetts
$563K -$1.69K -38 -0.3%
SAM
58
S.A. Mason
Michigan
$524K
CCA
59
Clearwater Capital Advisors
Illinois
$491K -$4.45K -100 -0.8%
SPIA
60
Steward Partners Investment Advisory
New York
$468K +$156K +3,502 +44%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$442K
BFG
62
Berger Financial Group
Minnesota
$411K -$17.5K -394 -4%
SFP
63
Sweet Financial Partners
Minnesota
$411K
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$29.7K -668 -7%
OFS
65
OneAscent Financial Services
Alabama
$392K +$424K +9,530 New
KFP
66
KMG Fiduciary Partners
Ohio
$357K +$890 +20 +0.2%
AWS
67
Atria Wealth Solutions
New York
$338K +$10.9K +246 +3%
NC
68
NewSquare Capital
Pennsylvania
$335K +$11.3K +255 +3%
CAM
69
Cresset Asset Management
Illinois
$318K +$344K +7,728 New
LAS
70
LWM Advisory Services
Florida
$315K +$267 +6 +0.1%
SWP
71
Stratos Wealth Partners
Ohio
$304K -$111K -2,505 -25%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$298K -$29.8K -670 -8%
CA
73
Claro Advisors
Massachusetts
$286K +$310K +6,963 New
Betterment LLC
74
Betterment LLC
New York
$285K +$57.3K +1,287 +23%
KWM
75
Kingsview Wealth Management
Oregon
$276K -$2.31K -52 -0.8%