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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
226
Axis Wealth Partners
Rhode Island
$347K +$83.7K +2,172 +34%
SIC
227
Sterling Investment Counsel
New York
$343K – – –
PI
228
PFG Investments
New York
$341K +$231 +6 +0.1%
MCM
229
MAI Capital Management
Ohio
$340K -$5.13K -133 -2%
PFG
230
Pinnacle Financial Group
Illinois
$336K – – –
VC
231
Vicus Capital
Pennsylvania
$327K -$13.5K -350 -4%
PT
232
Plimoth Trust
Massachusetts
$325K – – –
MWP
233
Moller Wealth Partners
$323K -$6.4K -166 -2%
WCP
234
Wick Capital Partners
Pennsylvania
$321K – – –
BFG
235
Berger Financial Group
Minnesota
$320K – – –
SOS
236
Silver Oak Securities
Tennessee
$312K – – –
PAS
237
Park Avenue Securities
New York
$308K -$2.62K -68 -0.9%
TC
238
Trilogy Capital
California
$305K +$771 +20 +0.3%
GRP
239
Global Retirement Partners
California
$302K +$286K +7,426 New
Invesco
240
Invesco
Georgia
$301K -$12.2K -317 -4%
DWM
241
Dakota Wealth Management
Florida
$301K -$48.6K -1,262 -15%
BRWM
242
Blue Rock Wealth Management
North Carolina
$295K -$65.3K -1,695 -19%
PWMAG
243
Pinnacle Wealth Management Advisory Group
New Jersey
$294K – – –
IWP
244
Invenio Wealth Partners
Florida
$294K – – –
KA
245
Kovack Advisors
Florida
$290K +$1.16K +30 +0.4%
MWA
246
Midland Wealth Advisors
Illinois
$289K – – –
AA
247
Armis Advisers
Georgia
$286K +$3.16K +82 +1%
MIC
248
Meridian Investment Counsel
California
$285K – – –
HF
249
HRT Financial
New York
$276K +$262K +6,786 New
SF
250
Summit Financial
New Jersey
$275K +$23.1K +600 +10%