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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$165K
ASN
152
Advisory Services Network
Georgia
$149K -$207K -7,722 -58%
PFO
153
Pathstone Family Office
New Jersey
$149K
CAL
154
Capital Advisors Ltd
Ohio
$135K +$48.4K +1,803 +56%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$132K
EWM
156
Evercore Wealth Management
New York
$127K
PFPT
157
Pinnacle Financial Partners (Tennessee)
Tennessee
$114K +$114K +4,233 New
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$111K
MA
159
MCF Advisors
Kentucky
$97K
SBL
160
Sargent Bickham Lagudis
Colorado
$97K
Citigroup
161
Citigroup
New York
$91K +$10.9K +408 +14%
GRP
162
Global Retirement Partners
California
$84K +$29.8K +1,110 +55%
SPIA
163
Steward Partners Investment Advisory
New York
$82K +$161 +6 +0.2%
WEC
164
Winslow Evans & Crocker
Massachusetts
$80.5K -$24.2K -900 -23%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$80K
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$30.1K -1,122 -30%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$322 +12 +0.5%
NA
168
NewEdge Advisors
Louisiana
$53.2K +$53.6K +1,998 New
US Bancorp
169
US Bancorp
Minnesota
$52K +$16.9K +630 +47%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$22.5K +837 +82%
ADL
171
Asset Dedication LLC
California
$48K +$48K +1,788 New
PMFA
172
Plante Moran Financial Advisors
Michigan
$45K +$4.51K +168 +11%
PWM
173
Perigon Wealth Management
California
$44K
TWA
174
TCI Wealth Advisors
Arizona
$44K +$12.2K +453 +38%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1K