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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
226
Capital Directions Investment Advisors
Georgia
$85K +$86.4K +2,671 New
AWA
227
Arkadios Wealth Advisors
Georgia
$80K +$66.3K +2,051 +425%
APWA
228
Atlas Private Wealth Advisors
New Jersey
$72K
CMBA
229
C.M. Bidwell & Associates
Hawaii
$72K +$25.9K +801 +55%
VCM
230
Versant Capital Management
Arizona
$62K
TFM
231
TFC Financial Management
Massachusetts
$57K
WP
232
WealthShield Partners
North Carolina
$56K +$53.9K +1,666 +1,683%
Citigroup
233
Citigroup
New York
$55K
EVM
234
Eaton Vance Management
Massachusetts
$55K
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$53K
PO
236
Private Ocean
California
$52K
PP
237
PrairieView Partners
Minnesota
$45K
AIM
238
Anchor Investment Management
South Carolina
$44.9K
BWA
239
BDO Wealth Advisors
Florida
$44K -$13.6K -420 -23%
SIM
240
Sonora Investment Management
Arizona
$44K +$44.8K +1,385 New
COCM
241
Charter Oak Capital Management
New Hampshire
$43K -$356 -11 -0.8%
S
242
SignatureFD
Georgia
$37K
AF
243
Allworth Financial
California
$37K +$37.5K +1,161 New
EIP
244
Ellis Investment Partners
Pennsylvania
$36K -$16K -494 -30%
LC
245
Lindbrook Capital
California
$36K +$36.1K +1,115 New
PCG
246
Private Capital Group
Connecticut
$34K
FGAM
247
Financial Gravity Asset Management
Texas
$32K
PWP
248
Personal Wealth Partners
Minnesota
$31K +$31.9K +987 New
MWC
249
MBM Wealth Consultants
Missouri
$30K
VNA
250
Valley National Advisers
Pennsylvania
$28K