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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Apexium Financial
Texas
$636K +$618K +22,177 New
MBT
127
Montecito Bank & Trust
California
$620K +$28 +1 +0%
HA
128
Harborview Advisors
Maine
$612K -$63.4K -2,272 -10%
FFA
129
Fragasso Financial Advisors
Pennsylvania
$605K +$18.7K +672 +3%
DADC
130
D.A. Davidson & Co
Montana
$584K -$142K -5,095 -20%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$581K -$3.21K -115 -0.6%
WIA
132
Wealthstreet Investment Advisors
Texas
$574K +$558K +20,012 New
RJT
133
Raymond James Trust
Florida
$573K +$20.1K +720 +4%
SPC
134
Sigma Planning Corp
Michigan
$573K +$311K +11,166 +127%
VC
135
Vicus Capital
Pennsylvania
$571K +$14.1K +505 +3%
AA
136
AlphaMark Advisors
Kentucky
$566K -$69.7K -2,500 -11%
Mariner
137
Mariner
Kansas
$548K -$19.2K -690 -3%
IA
138
IFG Advisory
Georgia
$545K – – –
Citadel Advisors
139
Citadel Advisors
Florida
$541K +$526K +18,866 New
FCA
140
FinTrust Capital Advisors
South Carolina
$531K +$162K +5,825 +46%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$530K -$2.51K -90 -0.5%
CL
142
CPWM LLC
Washington
$514K +$8.78K +315 +2%
PCS
143
Personal CFO Solutions
New Jersey
$509K +$131K +4,700 +36%
EWA
144
EP Wealth Advisors
California
$506K +$492K +17,632 New
WKWM
145
Walter & Keenan Wealth Management
Indiana
$483K +$55.8K +2,000 +13%
GRP
146
Global Retirement Partners
California
$469K -$52.1K -1,869 -10%
FHA
147
Flagship Harbor Advisors
Massachusetts
$468K – – –
SC
148
Scotia Capital
Ontario, Canada
$466K +$19.1K +685 +4%
LA
149
LexAurum Advisors
Kansas
$460K +$49.1K +1,759 +12%
HCM
150
Hengehold Capital Management
Ohio
$455K -$8.78K -315 -2%