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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$203K +$191K +4,290 New
KWM
77
Kingsview Wealth Management
Oregon
$202K +$188K +4,212 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$197K +$168K +3,765 +965%
TFS
79
TrustCore Financial Services
Tennessee
$190K
GLLW
80
Graves Light Lenhart Wealth
Virginia
$185K
NC
81
NewSquare Capital
Pennsylvania
$156K +$13.1K +295 +10%
ADL
82
Asset Dedication LLC
California
$150K -$71.3K -1,599 -34%
CFA
83
Carroll Financial Associates
North Carolina
$126K +$119K +2,678 New
CAL
84
Capital Analysts LLC
Pennsylvania
$125K +$117K +2,632 New
APA
85
American Portfolios Advisors
New York
$124K
IA
86
IFP Advisors
Florida
$120K +$9.31K +209 +9%
JWA
87
JFS Wealth Advisors
Pennsylvania
$117K
GRP
88
Global Retirement Partners
California
$105K +$12.6K +283 +15%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$93K
William Blair & Company
90
William Blair & Company
Illinois
$76K +$22.3K +500 +45%
GFPC
91
Global Financial Private Client
Florida
$71.9K
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K -$2.23K -50 -3%
GI
93
Gradient Investments
Minnesota
$64K +$57.3K +1,286 +1,715%
KPCM
94
Kings Point Capital Management
New York
$45K
BAM
95
Barrett Asset Management
New York
$32K
S
96
SignatureFD
Georgia
$32K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$31K +$16.5K +370 +133%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$24K
JP Morgan Chase
99
JP Morgan Chase
New York
$24K
AP
100
Advisors Preferred
Maryland
$21K -$336K -7,548 -95%