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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$413K
UWM
77
USAdvisors Wealth Management
Minnesota
$412K +$396K +10,720 New
MML Investors Services
78
MML Investors Services
Massachusetts
$384K +$13.3K +361 +4%
SW
79
SkyOak Wealth
Michigan
$382K +$367K +9,941 New
PWAP
80
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$322K -$11.1K -300 -3%
BHB
81
Bank Hapoalim BM
Israel
$315K
PVH
82
Psagot Value Holdings
Israel
$314K
LCM
83
LVM Capital Management
Michigan
$304K -$923 -25 -0.3%
MFW
84
Meristem Family Wealth
Minnesota
$297K
CBN
85
Cadence Bank NA
Texas
$272K
SPIA
86
Steward Partners Investment Advisory
New York
$256K +$34.2K +925 +16%
CA
87
Cetera Advisors
Colorado
$231K +$225K +6,082 New
W
88
Wealthquest
Ohio
$210K -$24.4K -660 -11%
William Blair & Company
89
William Blair & Company
Illinois
$208K +$554 +15 +0.3%
CM
90
Capital Management
Virginia
$200K +$192K +5,206 New
TFS
91
TrustCore Financial Services
Tennessee
$185K -$22.2K -600 -11%
ADL
92
Asset Dedication LLC
California
$183K
PWP
93
Personal Wealth Partners
Minnesota
$173K
JAWM
94
J. Arnold Wealth Management
Ohio
$170K +$164K +4,434 New
AAP
95
Arax Advisory Partners
Colorado
$168K -$8.31K -225 -5%
BAM
96
Belpointe Asset Management
Nevada
$167K +$160K +4,327 New
IFWM
97
Institute for Wealth Management
Colorado
$166K +$160K +4,325 New
VFA
98
Valeo Financial Advisors
Indiana
$158K +$591 +16 +0.4%
US Bancorp
99
US Bancorp
Minnesota
$122K -$68.7K -1,861 -37%
VCP
100
Verus Capital Partners
Arizona
$98K +$94.1K +2,548 New