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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$234K -$1.75K -56 -0.8%
MFS
227
Madrona Financial Services
Washington
$233K
AF
228
Allworth Financial
California
$233K +$8.29K +265 +4%
RA
229
Rockingstone Advisors
Massachusetts
$229K
JWCA
230
J.W. Cole Advisors
Florida
$225K -$64.5K -2,063 -23%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$223K +$83.8K +2,679 +64%
WG
232
Wealth Group
North Carolina
$223K +$214K +6,827 New
FG
233
Fiduciary Group
Georgia
$220K
SCA
234
Snowden Capital Advisors
New York
$219K +$210K +6,698 New
CL
235
COWA LLC
Oklahoma
$217K +$208K +6,641 New
NWA
236
Navis Wealth Advisors
New York
$216K +$206K +6,598 New
GWM
237
Geneos Wealth Management
Colorado
$215K
BRWA
238
B. Riley Wealth Advisors
Florida
$214K -$51.7K -1,651 -18%
NPT
239
National Philanthropic Trust
Pennsylvania
$212K
AC
240
Anson Capital
Georgia
$207K +$2.53K +81 +1%
CBFP
241
Cedar Brook Financial Partners
Ohio
$206K +$197K +6,303 New
LPT
242
Legacy Private Trust
Wisconsin
$205K
HI
243
Harbour Investments
Wisconsin
$185K +$188 +6 +0.1%
OIA
244
Optimum Investment Advisors
Illinois
$185K
CT
245
Caldwell Trust
Florida
$179K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$167K -$45.5K -1,455 -22%
CT
247
Colonial Trust
South Carolina
$160K
BBHC
248
Brown Brothers Harriman & Co
New York
$158K
GWSG
249
GPS Wealth Strategies Group
Colorado
$150K -$5.35K -171 -4%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$146K +$140K +4,478 New