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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
276
Panoramic Capital Partners
Oregon
$217K +$206K +5,346 New
RWP
277
Revolve Wealth Partners
New Jersey
$216K +$204K +5,299 New
CI
278
CX Institutional
Indiana
$215K -$76.5K -1,985 -27%
FWCM
279
Ferguson Wellman Capital Management
Oregon
$214K +$203K +5,266 New
RDFA
280
Ritter Daniher Financial Advisory
Ohio
$212K +$1.23K +32 +0.6%
TWA
281
TCI Wealth Advisors
Arizona
$208K +$197K +5,110 New
HAG
282
HighPoint Advisor Group
Illinois
$207K +$196K +5,095 New
WETS
283
Wealth Enhancement Trust Services
South Dakota
$206K – – –
First Trust Advisors
284
First Trust Advisors
Illinois
$204K +$193K +5,012 New
AWM
285
AE Wealth Management
Kansas
$204K +$54.9K +1,424 +40%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$203K +$94.1K +2,442 +95%
CIAS
287
Capital Investment Advisory Services
North Carolina
$203K +$101K +2,633 +111%
WWM
288
Western Wealth Management
Colorado
$203K +$192K +4,981 New
SLWA
289
San Luis Wealth Advisors
California
$201K +$190K +4,936 New
RSA
290
River Street Advisors
Illinois
$193K +$182K +4,734 New
VCM
291
Versant Capital Management
Arizona
$180K +$95.9K +2,488 +128%
CA
292
Continuum Advisory
Idaho
$164K +$155K +4,034 New
IFWM
293
Institute for Wealth Management
Colorado
$150K +$142K +3,684 New
AAS
294
Ameritas Advisory Services
Nebraska
$149K -$250K -6,485 -64%
EWM
295
Evolution Wealth Management
Florida
$141K -$3.51K -91 -3%
MFT
296
Moisand Fitzgerald Tamayo
Florida
$132K – – –
CCM
297
Chilton Capital Management
Texas
$131K +$124K +3,220 New
CT
298
Colonial Trust
South Carolina
$128K – – –
IAS
299
IMA Advisory Services
Colorado
$122K +$116K +3,009 New
AUB
300
Atlantic Union Bankshares
Virginia
$122K +$116K +3,000 New