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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
Moller Wealth Partners
$622K
MBT
102
Montecito Bank & Trust
California
$614K
RCAG
103
Rehmann Capital Advisory Group
Michigan
$609K +$13K +457 +2%
APP
104
Avantax Planning Partners
Iowa
$603K +$35.8K +1,255 +6%
BF
105
BOK Financial
Oklahoma
$598K +$92.1K +3,231 +19%
BFPW
106
BOK Financial Private Wealth
Colorado
$592K
CASB
107
Cape Ann Savings Bank
Massachusetts
$584K +$573K +20,093 New
EWF
108
Epstein & White Financial
California
$567K +$556K +19,494 New
PAG
109
Private Advisor Group
New Jersey
$564K -$958K -33,625 -63%
GWM
110
Geneos Wealth Management
Colorado
$555K +$14.7K +517 +3%
CPIG
111
Chicago Partners Investment Group
Illinois
$541K +$77.2K +2,710 +17%
WP
112
WealthSource Partners
California
$539K +$239K +8,372 +82%
RJT
113
Raymond James Trust
Florida
$525K -$101K -3,540 -16%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$517K +$45K +1,580 +10%
SAM
115
SignalPoint Asset Management
Missouri
$503K +$2.17K +76 +0.4%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$495K +$8.98K +315 +2%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$487K -$967K -33,915 -67%
PLFAM
118
Pineno Levin & Ford Asset Management
Virginia
$480K -$9.83K -345 -2%
Mariner
119
Mariner
Kansas
$478K -$16.7K -586 -3%
JFA
120
JNBA Financial Advisors
Minnesota
$476K +$7.72K +271 +2%
AT
121
Arden Trust
Delaware
$468K -$1.8K -63 -0.4%
CCM
122
Canal Capital Management
Virginia
$460K -$68.7K -2,410 -13%
CCM
123
Colorado Capital Management
Colorado
$445K -$14.7K -517 -3%
Goldman Sachs
124
Goldman Sachs
New York
$444K +$56.8K +1,992 +15%
FNBT
125
FineMark National Bank & Trust
Florida
$423K -$32.4K -1,137 -7%