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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$326K -$12.3K -408 -4%
DAS
152
Dynamic Advisor Solutions
Arizona
$311K +$27.7K +921 +10%
MWP
153
Moller Wealth Partners
$309K
GRP
154
Global Retirement Partners
California
$306K +$26.7K +888 +9%
LFAS
155
Level Four Advisory Services
Texas
$305K -$9.81K -326 -3%
RWM
156
Raffa Wealth Management
District of Columbia
$297K +$301K +10,000 New
FANJ
157
Financial Architects (New Jersey)
New Jersey
$285K
TCOV
158
Trust Company of Vermont
Vermont
$279K -$3.25K -108 -1%
SPC
159
Sigma Planning Corp
Michigan
$274K +$271 +9 +0.1%
CAC
160
Certified Advisory Corp
Florida
$274K +$40.4K +1,342 +17%
FG
161
Fiduciary Group
Georgia
$263K
AI
162
Atria Investments
North Carolina
$258K +$1.75K +58 +0.7%
CWM
163
Circle Wealth Management
New Jersey
$248K +$251K +8,353 New
VC
164
Vicus Capital
Pennsylvania
$240K +$9.03K +300 +4%
FIM
165
Fernwood Investment Management
Massachusetts
$236K +$27K +898 +13%
WPP
166
Whalerock Point Partners
Rhode Island
$234K
CAL
167
Capital Advisors Ltd
Ohio
$233K +$14.4K +478 +6%
CBN
168
Cadence Bank NA
Texas
$232K
TCM
169
Traynor Capital Management
Pennsylvania
$229K -$18.6K -617 -7%
BW
170
Bison Wealth
Georgia
$228K -$8.61K -286 -4%
VFA
171
Voya Financial Advisors
Connecticut
$222K +$225K +7,489 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$221K +$224K +7,434 New
EWM
173
Evermay Wealth Management
Virginia
$219K -$49.7K -1,650 -18%
OC
174
Oarsman Capital
Wisconsin
$213K
PAS
175
Partnervest Advisory Services
California
$201K +$203K +6,760 New