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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
LVM Capital Management
Michigan
$281K +$10.3K +285 +4%
MFW
77
Meristem Family Wealth
Minnesota
$277K
CBN
78
Cadence Bank NA
Texas
$251K +$41.5K +1,149 +20%
SWM
79
Sequoia Wealth Management
Illinois
$241K -$35.1K -972 -12%
TFS
80
TrustCore Financial Services
Tennessee
$194K +$195K +5,400 New
ADL
81
Asset Dedication LLC
California
$173K
PWP
82
Personal Wealth Partners
Minnesota
$161K +$163K +4,500 New
AAP
83
Arax Advisory Partners
Colorado
$156K +$157K +4,341 New
ESB
84
Essex Savings Bank
Connecticut
$151K
VFA
85
Valeo Financial Advisors
Indiana
$146K +$542 +15 +0.4%
CAC
86
Certified Advisory Corp
Florida
$108K
AF
87
Advisornet Financial
Minnesota
$98K +$35.2K +975 +56%
JWA
88
JFS Wealth Advisors
Pennsylvania
$89K
KPCM
89
Kings Point Capital Management
New York
$74K
SBL
90
Sargent Bickham Lagudis
Colorado
$71K
AOWM
91
Alpha Omega Wealth Management
Virginia
$65K
SPIA
92
Steward Partners Investment Advisory
New York
$60K +$60.5K +1,675 New
William Blair & Company
93
William Blair & Company
Illinois
$58K -$147K -4,080 -72%
JP Morgan Chase
94
JP Morgan Chase
New York
$53K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$45K +$17.8K +494 +65%
BAMG
96
Brand Asset Management Group
Missouri
$42K +$41.9K +1,161 New
APA
97
American Portfolios Advisors
New York
$35.9K
TC
98
Truvestments Capital
Florida
$32K -$5.53K -153 -15%
PCA
99
Providence Capital Advisors
North Carolina
$32K
S
100
SignatureFD
Georgia
$28K +$28.4K +785 New