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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$695K -$671K -33,762 -50%
DWM
102
Dakota Wealth Management
Florida
$682K -$6.62K -333 -1%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$654K -$303K -15,273 -33%
VC
104
Vicus Capital
Pennsylvania
$630K +$153K +7,699 +35%
GFS
105
GYL Financial Synergies
Connecticut
$605K +$596 +30 +0.1%
CAN
106
Cetera Advisor Networks
California
$593K +$695 +35 +0.1%
PAS
107
Park Avenue Securities
New York
$569K +$534K +26,872 New
LPT
108
Legacy Private Trust
Wisconsin
$556K -$145K -7,294 -22%
FAAS
109
First Allied Advisory Services
California
$556K +$75K +3,772 +17%
Invesco
110
Invesco
Georgia
$537K -$19K -958 -4%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$532K -$8.13K -409 -2%
FCA
112
FinTrust Capital Advisors
South Carolina
$527K -$33.4K -1,682 -6%
HA
113
Harborview Advisors
Maine
$525K +$47.3K +2,380 +11%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$500K -$71.1K -3,578 -13%
SFG
115
StrategIQ Financial Group
Indiana
$496K -$94K -4,730 -17%
EWA
116
EP Wealth Advisors
California
$493K -$463K -23,284 Closed
CAC
117
Certified Advisory Corp
Florida
$492K -$141K -7,116 -23%
OC
118
Oppenheimer & Co
New York
$484K +$13.9K +698 +3%
HIS
119
Harvest Investment Services
Illinois
$482K +$37.2K +1,874 +9%
WKWM
120
Walter & Keenan Wealth Management
Indiana
$474K +$445K +22,400 New
1IA
121
1834 Investment Advisors
Wisconsin
$454K +$128K +6,454 +43%
FIM
122
Freedom Investment Management
Connecticut
$450K +$52.2K +2,626 +14%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$443K -$161K -8,097 -28%
BCMO
124
Buckingham Capital Management (Ohio)
Ohio
$443K +$5.58K +281 +1%
HHGA
125
Halbert Hargrove Global Advisors
California
$437K +$31.1K +1,563 +8%