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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$27K -$68.8K -1,580 -69%
EWM
102
EPG Wealth Management
Georgia
$24K +$26.7K +613 New
BFEC
103
Benjamin F. Edwards & Company
Missouri
$20K – – –
IWP
104
IAG Wealth Partners
Wisconsin
$20K – – –
S
105
SignatureFD
Georgia
$10K +$10.9K +250 New
AA
106
Addison Advisors
Vermont
$9K – – –
Citigroup
107
Citigroup
New York
$8K -$97K -2,229 -92%
KFI
108
Key Financial Inc
Pennsylvania
$6K – – –
C
109
Covestor
United Kingdom
$6K +$7.05K +162 New
AA
110
Ancora Advisors
Ohio
$4K – – –
CMP
111
Coston McIsaac & Partners
Maine
$3K – – –
GI
112
Gradient Investments
Minnesota
$3K – – –
HI
113
Harbour Investments
Wisconsin
$2K – – –
MA
114
Montag & Associates
Georgia
$1K – – –
AIC
115
Archer Investment Corporation
Indiana
$789 – – –
BPA
116
Beacon Pointe Advisors
California
– -$836K -20,329 Closed
MIAN
117
Mariner Independent Advisor Network
Kansas
– -$641K -15,249 Closed
OFS
118
OneAscent Financial Services
Alabama
– -$392K -9,530 Closed
AWA
119
Arkadios Wealth Advisors
Georgia
– -$245K -5,953 Closed
LCM
120
LVM Capital Management
Michigan
– -$242K -5,895 Closed
AWA
121
Amplius Wealth Advisors
Pennsylvania
– -$208K -5,065 Closed
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
– -$180K -4,372 Closed
GLLW
123
Graves Light Lenhart Wealth
Virginia
– -$160K -3,900 Closed
PTC
124
Private Trust Company
Ohio
– -$67K -1,639 Closed
MIM
125
Macroview Investment Management
Maryland
– -$3K -83 Closed