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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Intercontinental Wealth Advisors
Texas
$1.03M +$509K +19,707 +111%
GLRA
77
Gerald L. Ray & Associates
Texas
$984K +$2.25K +87 +0.2%
FFA
78
Fragasso Financial Advisors
Pennsylvania
$909K -$89.1K -3,450 -9%
HFS
79
HL Financial Services
Kentucky
$885K +$143K +5,544 +21%
Invesco
80
Invesco
Georgia
$839K +$63.7K +2,466 +9%
CAN
81
Cetera Advisor Networks
California
$834K +$96.1K +3,720 +14%
WP
82
WealthSource Partners
California
$822K +$23.6K +912 +3%
FIM
83
Freedom Investment Management
Connecticut
$780K +$38.1K +1,476 +6%
CWM
84
Concert Wealth Management
California
$743K +$130K +5,022 +23%
Goldman Sachs
85
Goldman Sachs
New York
$739K -$2.82M -109,095 -80%
CASB
86
Cape Ann Savings Bank
Massachusetts
$736K -$47.9K -1,854 -6%
JP Morgan Chase
87
JP Morgan Chase
New York
$734K +$40.6K +1,572 +6%
VA
88
Valmark Advisers
Ohio
$710K +$66.6K +2,577 +11%
FAAS
89
First Allied Advisory Services
California
$681K +$72.2K +2,796 +13%
BFPW
90
BOK Financial Private Wealth
Colorado
$649K -$246K -9,507 -29%
1GA
91
1st Global Advisors
Texas
$616K -$38.3K -1,482 -6%
MWP
92
Moller Wealth Partners
$590K
NFG
93
Next Financial Group
Texas
$540K +$7.75K +300 +2%
GWM
94
Geneos Wealth Management
Colorado
$538K -$1.71K -66 -0.3%
HHGA
95
Halbert Hargrove Global Advisors
California
$528K
TCOV
96
Trust Company of Vermont
Vermont
$513K +$53.2K +2,058 +12%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$508K +$9.15K +354 +2%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$499K -$17.9K -693 -4%
PLFAM
99
Pineno Levin & Ford Asset Management
Virginia
$499K
JFA
100
JNBA Financial Advisors
Minnesota
$492K +$461K +17,850 New