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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Collaborative Wealth Management
Florida
$747K +$735K +22,727 New
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$730K +$3.88K +120 +0.5%
PAS
128
Park Avenue Securities
New York
$728K -$10.8K -335 -1%
SPIA
129
Steward Partners Investment Advisory
New York
$717K +$130K +4,025 +23%
BCMO
130
Buckingham Capital Management (Ohio)
Ohio
$714K -$2.75K -85 -0.4%
ASN
131
Advisory Services Network
Georgia
$679K +$7.6K +235 +1%
HW
132
Hancock Whitney
Mississippi
$655K +$18.9K +585 +3%
EWA
133
EP Wealth Advisors
California
$649K -$61.4K -1,900 -9%
JWCA
134
J.W. Cole Advisors
Florida
$649K +$639K +19,754 New
HIA
135
Harbor Investment Advisory
Maryland
$636K +$107K +3,308 +21%
LPT
136
Legacy Private Trust
Wisconsin
$635K +$12.9K +400 +2%
BFS
137
Bickling Financial Services
Massachusetts
$624K -$65 -2 -0%
SIC
138
Sterling Investment Counsel
New York
$624K +$614K +18,989 New
PT
139
Plimoth Trust
Massachusetts
$606K +$12.3K +380 +2%
GFS
140
GYL Financial Synergies
Connecticut
$605K +$9.7K +300 +2%
BF
141
BOK Financial
Oklahoma
$602K -$14.4K -446 -2%
NB
142
NBT Bank
New York
$599K -$4.82K -149 -0.8%
HCM
143
Hengehold Capital Management
Ohio
$588K -$291 -9 -0.1%
GWM
144
Geneos Wealth Management
Colorado
$588K +$35.2K +1,087 +6%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$586K -$5.4K -167 -0.9%
Bessemer Group
146
Bessemer Group
New Jersey
$574K
AI
147
Accredited Investors
Minnesota
$570K +$327K +10,125 +140%
UL
148
Unionview LLC
Washington
$544K +$535K +16,541 New
SWP
149
Stratos Wealth Partners
Ohio
$539K -$4.27K -132 -0.8%
PLFAM
150
Pineno Levin & Ford Asset Management
Virginia
$521K