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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$208K -$6.5K -240 -3%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$188K -$78.5K -2,898 -29%
GT
153
Glenmede Trust
Pennsylvania
$165K
CPIG
154
Chicago Partners Investment Group
Illinois
$153K +$81.3K +3,000 +111%
PFO
155
Pathstone Family Office
New Jersey
$149K +$150K +5,550 New
FANJ
156
Financial Architects (New Jersey)
New Jersey
$132K
EWM
157
Evercore Wealth Management
New York
$128K +$129K +4,749 New
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$112K +$113K +4,155 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$105K +$106K +3,900 New
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K +$101K +3,732 New
MA
161
MCF Advisors
Kentucky
$97K
SBL
162
Sargent Bickham Lagudis
Colorado
$97K
AWMS
163
Advocacy Wealth Management Services
Georgia
$96K
CAL
164
Capital Advisors Ltd
Ohio
$86K +$77K +2,841 +764%
SPIA
165
Steward Partners Investment Advisory
New York
$82K +$83.1K +3,066 New
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$81K
Citigroup
167
Citigroup
New York
$81K +$49.5K +1,827 +156%
SF
168
Synovus Financial
Georgia
$70K -$1.38K -51 -2%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$9.27K +342 +18%
GRP
170
Global Retirement Partners
California
$54K -$244 -9 -0.4%
PWM
171
Perigon Wealth Management
California
$44K
PMFA
172
Plante Moran Financial Advisors
Michigan
$40K +$1.71K +63 +4%
CG
173
Cutler Group
California
$39K +$39.3K +1,452 New
US Bancorp
174
US Bancorp
Minnesota
$36K
TWA
175
TCI Wealth Advisors
Arizona
$32K