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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WW
101
Waterfront Wealth
Kansas
$1.15M
PTP
102
Platform Technology Partners
New York
$1.14M
CWM
103
Connecticut Wealth Management
Connecticut
$1.14M -$39.2K -1,310 -3%
SPC
104
Sigma Planning Corp
Michigan
$1.12M -$56.5K -1,887 -5%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.08M +$50K +1,671 +5%
FFN
106
Focus Financial Network
Minnesota
$1.03M +$1.08M +36,205 New
FVCM
107
F&V Capital Management
Florida
$1.01M +$343K +11,450 +48%
RWA
108
Rooted Wealth Advisors
Illinois
$978K +$49.2K +1,644 +5%
GDP
109
Great Diamond Partners
Maine
$971K -$17K -568 -2%
RRA
110
Round Rock Advisors
Connecticut
$968K -$7.6K -254 -0.7%
HHGA
111
Halbert Hargrove Global Advisors
California
$966K -$1.32K -44 -0.1%
IA
112
IFP Advisors
Florida
$916K -$89.7K -2,998 -9%
WB
113
WesBanco Bank
West Virginia
$910K +$5.24K +175 +0.6%
OCG
114
Opus Capital Group
Ohio
$901K +$4.82K +161 +0.5%
AWS
115
Atria Wealth Solutions
New York
$895K +$35.4K +1,182 +4%
GFS
116
GYL Financial Synergies
Connecticut
$885K +$210 +7 +0%
APCM
117
Alaska Permanent Capital Management
Alaska
$885K -$270K -9,027 -23%
WA
118
Wambolt & Associates
Colorado
$882K -$2.72K -91 -0.3%
BF
119
BOK Financial
Oklahoma
$860K +$79.8K +2,665 +10%
MML Investors Services
120
MML Investors Services
Massachusetts
$849K -$8.41K -281 -0.9%
BA
121
Bristlecone Advisors
Washington
$826K +$38.5K +1,285 +5%
BWM
122
Baystate Wealth Management
Massachusetts
$826K +$26K +869 +3%
IA
123
IFG Advisory
Georgia
$824K -$25.1K -840 -3%
OC
124
Oppenheimer & Co
New York
$788K -$52.9K -1,768 -6%
MMA
125
Miracle Mile Advisors
California
$774K +$811K +27,105 New