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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Meeder Asset Management
Ohio
$350K -$9.19K -189 -3%
KWM
77
Kingsview Wealth Management
Oregon
$324K -$7.14K -147 -2%
EFS
78
Essex Financial Services
Connecticut
$319K +$49.5K +1,018 +18%
CWA
79
Choice Wealth Advisors
Maine
$284K +$5.69K +117 +2%
LCM
80
LVM Capital Management
Michigan
$283K -$17.7K -365 -6%
Betterment LLC
81
Betterment LLC
New York
$270K +$274K +5,635 New
WBCM
82
Wilson & Boucher Capital Management
California
$259K
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$244K -$10.6K -219 -4%
Citigroup
84
Citigroup
New York
$235K -$181K -3,724 -43%
CM
85
Capital Management
Virginia
$235K
CBN
86
Cadence Bank NA
Texas
$231K -$826 -17 -0.4%
CCFM
87
Clear Creek Financial Management
Washington
$212K -$16.7K -343 -7%
FFG
88
Frisch Financial Group
New York
$212K
SOS
89
Silver Oak Securities
Tennessee
$210K +$221K +4,547 New
IFWM
90
Institute for Wealth Management
Colorado
$206K
ESB
91
Essex Savings Bank
Connecticut
$201K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$198K -$11.6K -239 -5%
TFS
93
TrustCore Financial Services
Tennessee
$192K
GLLW
94
Graves Light Lenhart Wealth
Virginia
$187K
JP Morgan Chase
95
JP Morgan Chase
New York
$176K +$153K +3,147 +611%
ADL
96
Asset Dedication LLC
California
$152K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$137K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$129K
APA
99
American Portfolios Advisors
New York
$126K -$7K -144 -5%
JWA
100
JFS Wealth Advisors
Pennsylvania
$119K