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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$295K +$310K +6,821 New
US Bancorp
77
US Bancorp
Minnesota
$285K
KWM
78
Kingsview Wealth Management
Oregon
$279K
Two Sigma Investments
79
Two Sigma Investments
New York
$273K +$287K +6,300 New
CPIG
80
Chicago Partners Investment Group
Illinois
$271K +$2.27K +50 +0.8%
Citigroup
81
Citigroup
New York
$269K +$728 +16 +0.3%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$265K -$318 -7 -0.1%
PVI
83
Pine Valley Investments
New Jersey
$261K +$25.1K +552 +10%
CCA
84
Clearwater Capital Advisors
Illinois
$258K -$9.55K -210 -3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$257K
Comerica Bank
86
Comerica Bank
Texas
$250K +$263K +5,775 New
EFS
87
Essex Financial Services
Connecticut
$244K
WBCM
88
Wilson & Boucher Capital Management
California
$234K
CM
89
Capital Management
Virginia
$230K
SWP
90
Stratos Wealth Partners
Ohio
$228K -$9.14K -201 -4%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$210K -$112K -2,454 -34%
LCM
92
LVM Capital Management
Michigan
$201K
NS
93
NBC Securities
Alabama
$165K +$174K +3,820 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$159K
ADL
95
Asset Dedication LLC
California
$137K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K +$18.7K +410 +16%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$119K +$56.6K +1,245 +83%
Legacy Financial Group (Iowa)
98
Legacy Financial Group (Iowa)
Iowa
$112K +$117K +2,578 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$96.8K
ITIM
100
Indiana Trust & Investment Management
Indiana
$92.7K +$97.5K +2,143 New