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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
Sunbelt Securities
Texas
$681K -$29.6K -1,010 -4%
Sigma Planning Corp
127
Sigma Planning Corp
Michigan
$667K -$26.3K -897 -4%
FCA
128
FinTrust Capital Advisors
South Carolina
$652K -$65.5K -2,233 -9%
WP
129
WealthShield Partners
North Carolina
$645K -$25.6K -871 -4%
Mather Group
130
Mather Group
Illinois
$640K +$318K +10,833 +91%
Chicago Partners Investment Group
131
Chicago Partners Investment Group
Illinois
$629K -$4.52K -154 -0.7%
Steward Partners Investment Advisory
132
Steward Partners Investment Advisory
New York
$627K -$24.3K -827 -4%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$622K +$168K +5,719 +35%
Pinnacle Associates
134
Pinnacle Associates
New York
$620K -$20.6K -701 -3%
Atria Wealth Solutions
135
Atria Wealth Solutions
New York
$603K -$258K -8,800 -29%
CCA
136
Clearwater Capital Advisors
Illinois
$598K -$38.8K -1,323 -6%
Wilbanks Smith & Thomas Asset Management
137
Wilbanks Smith & Thomas Asset Management
Virginia
$593K – – –
Buckingham Strategic Wealth
138
Buckingham Strategic Wealth
Missouri
$588K – – –
BFPW
139
BOK Financial Private Wealth
Colorado
$582K -$9.66K -329 -2%
MSA
140
Marino Stram & Associates
Massachusetts
$566K +$793 +27 +0.1%
HCM
141
Hengehold Capital Management
Ohio
$560K – – –
PWP
142
Principle Wealth Partners
Connecticut
$549K – – –
IA
143
Insight Advisors
Pennsylvania
$543K -$1.17K -40 -0.2%
JSL
144
JT Stratford LLC
Georgia
$498K -$136K -4,643 -21%
SMC
145
Smith, Moore & Co
Missouri
$498K – – –
RCAG
146
Rehmann Capital Advisory Group
Michigan
$489K – – –
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$481K -$9.72K -331 -2%
CTWM
148
Cherry Tree Wealth Management
Minnesota
$479K -$28.5K -971 -5%
AGA
149
Arkos Global Advisors
Texas
$479K +$107K +3,630 +27%
HIA
150
Harbor Investment Advisory
Maryland
$468K – – –