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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$778K -$26K -601 -3%
RJA
52
Raymond James & Associates
Florida
$735K +$25.6K +593 +4%
IA
53
Insight Advisors
Pennsylvania
$714K +$723K +16,735 New
NC
54
NewSquare Capital
Pennsylvania
$713K +$24.2K +560 +3%
Goldman Sachs
55
Goldman Sachs
New York
$640K
TSWM
56
Tyler-Stone Wealth Management
Ohio
$616K +$20.3K +470 +3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$584K -$178K -4,116 -23%
LFPWM
58
Leicht Financial Planning & Wealth Management
New Jersey
$576K +$585K +13,535 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$531K +$130 +3 +0%
RA
60
RFG Advisory
Alabama
$498K -$48.4K -1,120 -10%
FHA
61
Flagship Harbor Advisors
Massachusetts
$496K +$2.42K +56 +0.5%
SPIA
62
Steward Partners Investment Advisory
New York
$485K +$86 +2 +0%
JP Morgan Chase
63
JP Morgan Chase
New York
$479K +$337K +7,798 +226%
SFP
64
Sweet Financial Partners
Minnesota
$468K +$43.2K +1,000 +10%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$457K
SAM
66
S.A. Mason
Michigan
$457K -$86.5K -2,000 -16%
BFG
67
Berger Financial Group
Minnesota
$426K
CA
68
Claro Advisors
Massachusetts
$389K +$93.9K +2,173 +31%
KFP
69
KMG Fiduciary Partners
Ohio
$373K +$1.51K +35 +0.4%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$35.3K -817 -9%
P
71
&Partners
Tennessee
$358K
CCA
72
Clearwater Capital Advisors
Illinois
$338K -$155K -3,586 -31%
AWS
73
Atria Wealth Solutions
New York
$336K +$216 +5 +0.1%
Betterment LLC
74
Betterment LLC
New York
$327K +$33K +764 +11%
PA
75
PSI Advisors
Florida
$308K -$2.1M -48,611 -87%