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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
101
Legacy Private Trust
Wisconsin
$605K -$283K -11,443 -25%
APW
102
Austin Private Wealth
Texas
$596K +$161K +6,511 +24%
DWM
103
Dakota Wealth Management
Florida
$587K -$27.8K -1,123 -3%
MWP
104
Moller Wealth Partners
$576K -$75.7K -3,062 -9%
AF
105
Apexium Financial
Texas
$575K +$240K +9,711 +44%
WP
106
WealthPLAN Partners
Nebraska
$568K -$179K -7,219 -19%
CAC
107
Certified Advisory Corp
Florida
$547K +$22.9K +927 +3%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$523K -$396K -16,000 -36%
IWP
109
IAG Wealth Partners
Wisconsin
$521K +$715K +28,908 New
GFS
110
GYL Financial Synergies
Connecticut
$515K -$361K -14,580 -34%
FIM
111
Freedom Investment Management
Connecticut
$509K +$461K +18,623 New
SFG
112
StrategIQ Financial Group
Indiana
$507K +$173 +7 +0%
BF
113
BOK Financial
Oklahoma
$507K +$51.6K +2,085 +8%
CAN
114
Cetera Advisor Networks
California
$504K -$126K -5,091 -15%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$496K +$225K +9,100 +49%
TNBTD
116
Trustmark National Bank Trust Department
Mississippi
$490K -$124K -5,028 -16%
FCA
117
FinTrust Capital Advisors
South Carolina
$479K +$199K +8,028 +43%
Invesco
118
Invesco
Georgia
$474K +$4.4K +178 +0.7%
OIA
119
Optimum Investment Advisors
Illinois
$465K -$667K -26,961 -51%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$460K -$425K -17,171 -40%
B
121
Brightworth
Georgia
$455K +$625K +25,249 New
BA
122
Bristlecone Advisors
Washington
$437K +$599K +24,237 New
EWA
123
EP Wealth Advisors
California
$420K +$140K +5,652 +32%
FAAS
124
First Allied Advisory Services
California
$405K +$213K +8,607 +62%
HA
125
Harborview Advisors
Maine
$404K +$26.1K +1,055 +5%