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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$387K
FA
77
FSA Advisors
Michigan
$386K +$152K +3,168 +70%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$381K -$15.7K -326 -4%
Betterment LLC
79
Betterment LLC
New York
$375K -$241 -5 -0.1%
PA
80
PSI Advisors
Florida
$366K -$14.4K -300 -4%
AWS
81
Atria Wealth Solutions
New York
$364K -$21.6K -448 -6%
NS
82
NBC Securities
Alabama
$357K +$121K +2,522 +55%
TFG
83
Team Financial Group
California
$355K -$8.18K -170 -2%
BFG
84
Berger Financial Group
Minnesota
$349K
CPIG
85
Chicago Partners Investment Group
Illinois
$346K +$20.3K +422 +6%
MWM
86
Modera Wealth Management
New Jersey
$342K
US Bancorp
87
US Bancorp
Minnesota
$330K -$8.9K -185 -3%
PVI
88
Pine Valley Investments
New Jersey
$310K -$22K -457 -7%
ICG
89
InterOcean Capital Group
Tennessee
$303K +$291K +6,055 New
CCA
90
Clearwater Capital Advisors
Illinois
$291K -$6.74K -140 -2%
KWM
91
Kingsview Wealth Management
Oregon
$288K -$23.1K -481 -8%
EFS
92
Essex Financial Services
Connecticut
$283K
Citigroup
93
Citigroup
New York
$275K +$7.17K +149 +3%
WBCM
94
Wilson & Boucher Capital Management
California
$271K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$263K -$433 -9 -0.2%
SAI
96
Savvy Advisors Inc
New York
$262K +$252K +5,232 New
CM
97
Capital Management
Virginia
$262K -$962 -20 -0.4%
EH
98
Equitable Holdings
New York
$261K +$251K +5,209 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$254K -$41.8K -869 -15%
Comerica Bank
100
Comerica Bank
Texas
$243K -$64.1K -1,332 -22%