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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
PBMares Wealth Management
Virginia
-$341K -11,885 Closed
PAMG
277
Patton Albertson Miller Group
Tennessee
-$332K -11,573 Closed
JMPWA
278
JP Morgan Private Wealth Advisors
California
-$319K -11,112 Closed
WP
279
WealthSource Partners
California
-$282K -9,830 Closed
RI
280
Rudd International
Florida
-$260K -9,096 Closed
MFS
281
Madrona Financial Services
Washington
-$260K -9,065 Closed
AI
282
Atria Investments
North Carolina
-$257K -8,967 Closed
I
283
IberiaBank
Louisiana
-$253K -8,822 Closed
FG
284
Fiduciary Group
Georgia
-$252K -8,787 Closed
CWM
285
Circle Wealth Management
New Jersey
-$248K -8,650 Closed
FLPIM
286
F.L. Putnam Investment Management
Massachusetts
-$242K -8,436 Closed
WPP
287
Whalerock Point Partners
Rhode Island
-$226K -7,872 Closed
SMG
288
Smart Money Group
Texas
-$226K -7,848 Closed
TWM
289
Titus Wealth Management
California
-$219K -7,633 Closed
CBN
290
Cadence Bank NA
Texas
-$212K -7,407 Closed
OC
291
Oarsman Capital
Wisconsin
-$211K -7,356 Closed
QPWM
292
Quadrant Private Wealth Management
Pennsylvania
-$211K -7,352 Closed
EH
293
Equitable Holdings
New York
-$207K -7,230 Closed
FAIM
294
Financial Advocates Investment Management
Washington
-$206K -7,167 Closed
VFA
295
Voya Financial Advisors
Connecticut
-$203K -7,087 Closed
DAS
296
Dynamic Advisor Solutions
Arizona
-$201K -7,017 Closed
IFWM
297
Institute for Wealth Management
Colorado
-$145K -5,053 Closed
CAAS
298
Capital Asset Advisory Services
Michigan
-$85K -3,089 Closed
PA
299
PSI Advisors
Florida
-$68K -2,390 Closed
MWP
300
MYCIO Wealth Partners
Pennsylvania
-$69K -2,389 Closed