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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Chemical Bank
Michigan
$751K +$19.9K +733 +2%
WP
102
WealthPLAN Partners
Nebraska
$747K -$189K -6,955 -21%
CASB
103
Cape Ann Savings Bank
Massachusetts
$717K -$6.8K -250 -1%
CA
104
Cetera Advisors
Colorado
$697K +$97.6K +3,589 +15%
HA
105
Harborview Advisors
Maine
$692K -$65.5K -2,407 -8%
Invesco
106
Invesco
Georgia
$691K -$70.2K -2,580 -8%
HCM
107
Hengehold Capital Management
Ohio
$658K -$13.7K -502 -2%
FFA
108
Fragasso Financial Advisors
Pennsylvania
$636K +$62.2K +2,288 +10%
SWP
109
Stratos Wealth Partners
Ohio
$582K -$4.24K -156 -0.7%
PSG
110
Planning Solutions Group
Maryland
$582K +$645K +23,736 New
ONST
111
Old North State Trust
North Carolina
$581K -$14K -516 -2%
AA
112
AlphaMark Advisors
Kentucky
$571K -$83.6K -3,074 -12%
PA
113
Pinnacle Associates
New York
$569K -$284K -10,451 -31%
FAIM
114
Financial Advocates Investment Management
Washington
$560K -$19.3K -708 -3%
APA
115
American Portfolios Advisors
New York
$559K -$94.1K -3,460 -13%
WIA
116
Wealthstreet Investment Advisors
Texas
$558K -$342K -12,574 -38%
AI
117
Atria Investments
North Carolina
$544K +$367K +13,503 +155%
FWCM
118
Ferguson Wellman Capital Management
Oregon
$542K +$600K +22,076 New
BSW
119
Buckingham Strategic Wealth
Missouri
$536K – – –
JP Morgan Chase
120
JP Morgan Chase
New York
$526K -$455K -16,739 -44%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$515K +$2.45K +90 +0.4%
JFA
122
JNBA Financial Advisors
Minnesota
$496K +$550K +20,227 New
BFPW
123
BOK Financial Private Wealth
Colorado
$495K – – –
JMPWA
124
JP Morgan Private Wealth Advisors
California
$488K -$14.5K -534 -3%
Mariner
125
Mariner
Kansas
$487K +$5.25K +193 +1%