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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
$1.03M -$31K -1,079 -3%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$1.01M +$280K +9,752 +38%
IA
103
IFP Advisors
Florida
$1.01M -$461K -16,061 -32%
GDP
104
Great Diamond Partners
Maine
$983K -$5.2K -181 -0.5%
RRA
105
Round Rock Advisors
Connecticut
$971K +$58.7K +2,045 +6%
HHGA
106
Halbert Hargrove Global Advisors
California
$963K +$1.9K +66 +0.2%
RWA
107
Rooted Wealth Advisors
Illinois
$937K +$946K +32,944 New
WB
108
WesBanco Bank
West Virginia
$902K +$103K +3,577 +13%
OCG
109
Opus Capital Group
Ohio
$892K +$8.39K +292 +0.9%
GFS
110
GYL Financial Synergies
Connecticut
$881K +$21.7K +757 +3%
WA
111
Wambolt & Associates
Colorado
$881K +$574 +20 +0.1%
AWS
112
Atria Wealth Solutions
New York
$858K -$70.9K -2,468 -8%
MML Investors Services
113
MML Investors Services
Massachusetts
$853K -$68.8K -2,395 -7%
PA
114
Pinnacle Associates
New York
$847K -$62.3K -2,170 -7%
IA
115
IFG Advisory
Georgia
$844K
OC
116
Oppenheimer & Co
New York
$835K +$137K +4,769 +19%
CPIG
117
Chicago Partners Investment Group
Illinois
$804K +$21.1K +734 +3%
BWM
118
Baystate Wealth Management
Massachusetts
$798K +$806K +28,054 New
BA
119
Bristlecone Advisors
Washington
$786K +$58.2K +2,025 +8%
BF
120
BOK Financial
Oklahoma
$780K +$18.7K +650 +2%
CCA
121
Clearwater Capital Advisors
Illinois
$764K -$8.62K -300 -1%
Mariner
122
Mariner
Kansas
$760K +$532K +18,529 +226%
PFA
123
Petra Financial Advisors
Colorado
$757K +$764K +26,600 New
ST
124
Spinnaker Trust
Maine
$751K -$4.85K -169 -0.6%
DWM
125
Dakota Wealth Management
Florida
$732K -$74.6K -2,598 -9%