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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$747K -$189K -6,955 -21%
CASB
102
Cape Ann Savings Bank
Massachusetts
$717K -$6.8K -250 -1%
CA
103
Cetera Advisors
Colorado
$697K +$97.6K +3,589 +15%
HA
104
Harborview Advisors
Maine
$692K -$65.5K -2,407 -8%
Invesco
105
Invesco
Georgia
$691K -$70.2K -2,580 -8%
HCM
106
Hengehold Capital Management
Ohio
$658K -$13.7K -502 -2%
FFA
107
Fragasso Financial Advisors
Pennsylvania
$636K +$62.2K +2,288 +10%
SWP
108
Stratos Wealth Partners
Ohio
$582K -$4.24K -156 -0.7%
PSG
109
Planning Solutions Group
Maryland
$582K +$645K +23,736 New
ONST
110
Old North State Trust
North Carolina
$581K -$14K -516 -2%
AA
111
AlphaMark Advisors
Kentucky
$571K -$83.6K -3,074 -12%
PA
112
Pinnacle Associates
New York
$569K -$284K -10,451 -31%
FAIM
113
Financial Advocates Investment Management
Washington
$560K -$19.3K -708 -3%
APA
114
American Portfolios Advisors
New York
$559K -$94.1K -3,460 -13%
WIA
115
Wealthstreet Investment Advisors
Texas
$558K -$342K -12,574 -38%
AI
116
Atria Investments
North Carolina
$544K +$367K +13,503 +155%
FWCM
117
Ferguson Wellman Capital Management
Oregon
$542K +$600K +22,076 New
BSW
118
Buckingham Strategic Wealth
Missouri
$536K
JP Morgan Chase
119
JP Morgan Chase
New York
$526K -$455K -16,739 -44%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$515K +$2.45K +90 +0.4%
JFA
121
JNBA Financial Advisors
Minnesota
$496K +$550K +20,227 New
BFPW
122
BOK Financial Private Wealth
Colorado
$495K
JMPWA
123
JP Morgan Private Wealth Advisors
California
$488K -$14.5K -534 -3%
Mariner
124
Mariner
Kansas
$487K +$5.25K +193 +1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$485K +$163 +6 +0%