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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$378K +$26K +542 +7%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$348K -$10.2K -214 -3%
PA
78
PSI Advisors
Florida
$345K
BFG
79
Berger Financial Group
Minnesota
$328K
AWS
80
Atria Wealth Solutions
New York
$324K -$18.8K -393 -5%
MWM
81
Modera Wealth Management
New Jersey
$321K
US Bancorp
82
US Bancorp
Minnesota
$310K
FTUS
83
Flow Traders U.S.
New York
$304K +$308K +6,441 New
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$304K +$309K +6,445 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$297K -$104K -2,166 -26%
PVI
86
Pine Valley Investments
New Jersey
$297K +$5.46K +114 +2%
EFS
87
Essex Financial Services
Connecticut
$277K
Citigroup
88
Citigroup
New York
$270K +$10.9K +227 +4%
TFG
89
Team Financial Group
California
$268K -$67.2K -1,403 -20%
EH
90
Equitable Holdings
New York
$261K +$15.7K +328 +6%
WBCM
91
Wilson & Boucher Capital Management
California
$255K
KWM
92
Kingsview Wealth Management
Oregon
$254K -$16.8K -350 -6%
CM
93
Capital Management
Virginia
$247K +$814 +17 +0.3%
SAI
94
Savvy Advisors Inc
New York
$247K
DC
95
Davenport & Co
Virginia
$246K -$520K -10,853 -68%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$242K -$5.6K -117 -2%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$239K
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$221K +$13.2K +276 +6%
CCA
99
Clearwater Capital Advisors
Illinois
$207K -$67.2K -1,403 -24%
LFPWM
100
Leicht Financial Planning & Wealth Management
New Jersey
$204K -$2.54K -53 -1%