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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Destination Wealth Management
California
$517K +$164K +6,891 +46%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$490K -$59.1K -2,484 -11%
FG
78
Fiduciary Group
Georgia
$464K +$470K +19,773 New
SC
79
Scotia Capital
Ontario, Canada
$453K – – –
FIM
80
Freedom Investment Management
Connecticut
$436K +$34.5K +1,452 +8%
SAM
81
SignalPoint Asset Management
Missouri
$419K – – –
EWM
82
Empirical Wealth Management
Washington
$414K +$4.42K +186 +1%
LIA
83
LBMC Investment Advisors
Tennessee
$406K +$1.57K +66 +0.4%
HFS
84
HL Financial Services
Kentucky
$401K +$37.7K +1,584 +10%
PLFAM
85
Pineno Levin & Ford Asset Management
Virginia
$400K +$21.4K +900 +6%
OC
86
Oarsman Capital
Wisconsin
$394K – – –
FWM
87
Frontier Wealth Management
Missouri
$392K -$500K -21,006 -56%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$387K – – –
AA
89
Advisory Alpha
Michigan
$363K -$41.1K -1,728 -10%
EWM
90
Evermay Wealth Management
Virginia
$360K -$89.2K -3,750 -20%
FAAS
91
First Allied Advisory Services
California
$358K -$15.9K -669 -4%
YP
92
Yellowstone Partners
Idaho
$336K +$46.5K +1,956 +16%
MIH
93
Madison Investment Holdings
Wisconsin
$331K +$20.1K +846 +6%
BTS
94
BB&T Securities
Virginia
$330K -$83.9K -3,528 -20%
SPC
95
Sigma Planning Corp
Michigan
$319K -$38.7K -1,626 -11%
BW
96
Bison Wealth
Georgia
$293K +$22.2K +933 +8%
Mariner
97
Mariner
Kansas
$292K +$296K +12,453 New
GLRA
98
Gerald L. Ray & Associates
Texas
$270K – – –
WPP
99
Whalerock Point Partners
Rhode Island
$260K – – –
OC
100
Oppenheimer & Co
New York
$255K -$3.57K -150 -1%