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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
126
Principle Wealth Partners
Connecticut
$658K -$123K -3,856 -16%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$657K -$189K -5,923 -21%
BF
128
BOK Financial
Oklahoma
$647K +$63.6K +1,993 +11%
HW
129
Hancock Whitney
Mississippi
$638K +$3.45K +108 +0.5%
GFS
130
GYL Financial Synergies
Connecticut
$638K +$51.7K +1,618 +9%
HIA
131
Harbor Investment Advisory
Maryland
$635K +$18K +564 +3%
JWCA
132
J.W. Cole Advisors
Florida
$624K -$5.84K -183 -0.9%
BFS
133
Bickling Financial Services
Massachusetts
$604K -$1.15K -36 -0.2%
NB
134
NBT Bank
New York
$603K +$22.4K +702 +4%
PT
135
Plimoth Trust
Massachusetts
$588K +$287 +9 +0%
EWA
136
EP Wealth Advisors
California
$584K -$45.6K -1,428 -7%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$568K
IA
138
Insight Advisors
Pennsylvania
$563K +$74.3K +2,327 +15%
AI
139
Accredited Investors
Minnesota
$562K +$9.1K +285 +2%
Bessemer Group
140
Bessemer Group
New Jersey
$557K
HCM
141
Hengehold Capital Management
Ohio
$554K -$16K -500 -3%
SIC
142
Sterling Investment Counsel
New York
$538K -$67.4K -2,111 -11%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$531K +$39.2K +1,226 +8%
SWP
144
Stratos Wealth Partners
Ohio
$528K +$4.89K +153 +0.9%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$515K -$210K -6,588 -29%
UL
146
Unionview LLC
Washington
$513K -$13.7K -430 -3%
GWM
147
Geneos Wealth Management
Colorado
$494K -$76.3K -2,390 -13%
F
148
F3Logic
Minnesota
$487K -$301K -9,425 -38%
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
$470K -$239K -7,474 -34%
LPT
150
Legacy Private Trust
Wisconsin
$454K -$163K -5,093 -26%