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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$542K -$15.3K -560 -3%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$534K -$73.1K -2,676 -12%
RJT
128
Raymond James Trust
Florida
$497K -$1.91K -70 -0.4%
GWM
129
Geneos Wealth Management
Colorado
$485K -$19.1K -700 -4%
CL
130
CPWM LLC
Washington
$485K +$481K +17,605 New
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$478K +$214K +7,840 +82%
AF
132
Advisornet Financial
Minnesota
$477K -$47.6K -1,741 -9%
Goldman Sachs
133
Goldman Sachs
New York
$463K +$929 +34 +0.2%
PFO
134
Pathstone Family Office
New Jersey
$459K +$455K +16,650 New
TWM
135
Titus Wealth Management
California
$458K +$186K +6,791 +69%
BFPW
136
BOK Financial Private Wealth
Colorado
$453K -$102K -3,733 -19%
FHA
137
Flagship Harbor Advisors
Massachusetts
$446K +$46.2K +1,692 +12%
1IA
138
1834 Investment Advisors
Wisconsin
$445K +$2.84K +104 +0.6%
PLFAM
139
Pineno Levin & Ford Asset Management
Virginia
$440K -$8.33K -305 -2%
BTS
140
BB&T Securities
Virginia
$437K +$24.5K +898 +6%
SFS
141
Sowell Financial Services
Arkansas
$432K -$33.2K -1,214 -7%
SC
142
Scotia Capital
Ontario, Canada
$429K – – –
WP
143
WealthSource Partners
California
$413K – – –
WT
144
Whittier Trust
California
$396K – – –
VC
145
Vicus Capital
Pennsylvania
$386K +$140K +5,111 +57%
TF
146
TIAA FSB
Florida
$385K -$59.3K -2,172 -13%
CF
147
Centaurus Financial
California
$384K -$1.37K -50 -0.4%
DWT
148
Dorsey & Whitney Trust
South Dakota
$383K – – –
William Blair & Company
149
William Blair & Company
Illinois
$360K +$35.2K +1,290 +11%
OC
150
Oakworth Capital
Alabama
$359K – – –