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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Moller Wealth Partners
$927K
WSCM
52
Wellington Shields Capital Management
New York
$910K
OPW
53
Oxler Private Wealth
New York
$841K -$17.7K -368 -2%
DC
54
Davenport & Co
Virginia
$805K -$72.5K -1,506 -9%
FHA
55
Flagship Harbor Advisors
Massachusetts
$766K +$30.8K +641 +4%
Goldman Sachs
56
Goldman Sachs
New York
$753K
Two Sigma Investments
57
Two Sigma Investments
New York
$747K +$19.2K +400 +3%
NRG
58
Nemes Rush Group
Michigan
$732K +$30.4K +632 +5%
MIC
59
Means Investment Company
Maine
$714K -$102K -2,121 -13%
PWP
60
Precedent Wealth Partners
Texas
$714K +$54.6K +1,134 +9%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$656K -$36.8K -765 -6%
SFP
62
Sweet Financial Partners
Minnesota
$601K
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$588K -$15.8K -329 -3%
William Blair & Company
64
William Blair & Company
Illinois
$536K +$25.9K +539 +5%
EP
65
Essential Planning
New Hampshire
$534K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$533K
SAM
67
S.A. Mason
Michigan
$523K -$12K -250 -2%
P
68
&Partners
Tennessee
$516K +$91.4K +1,900 +23%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$478K -$15.6K -324 -3%
KFP
70
KMG Fiduciary Partners
Ohio
$450K +$1.25K +26 +0.3%
MML Investors Services
71
MML Investors Services
Massachusetts
$441K +$108K +2,246 +34%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$424K -$117K -2,429 -22%
CA
73
Claro Advisors
Massachusetts
$414K -$101K -2,101 -20%
Mariner
74
Mariner
Kansas
$410K -$209K -4,340 -35%
RA
75
RFG Advisory
Alabama
$402K +$18.7K +389 +5%