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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$297K +$284K +10,448 +623%
WWM
152
Western Wealth Management
Colorado
$292K +$323K +11,871 New
William Blair & Company
153
William Blair & Company
Illinois
$289K +$16.3K +601 +5%
CCM
154
Colorado Capital Management
Colorado
$284K -$71.1K -2,615 -18%
AT
155
Arden Trust
Delaware
$283K -$81.7K -3,006 -21%
DAS
156
Dynamic Advisor Solutions
Arizona
$265K -$19.1K -704 -7%
RWM
157
Raffa Wealth Management
District of Columbia
$246K +$925 +34 +0.3%
TWM
158
Titus Wealth Management
California
$241K +$268K +9,853 New
FANJ
159
Financial Architects (New Jersey)
New Jersey
$235K – – –
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$234K -$245K -9,001 -49%
CAC
161
Certified Advisory Corp
Florida
$234K +$9.03K +332 +4%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$88.4K +3,249 +52%
MA
163
MCF Advisors
Kentucky
$232K -$85.2K -3,132 -25%
SPC
164
Sigma Planning Corp
Michigan
$231K +$4.43K +163 +2%
TCOV
165
Trust Company of Vermont
Vermont
$230K – – –
LFAS
166
Level Four Advisory Services
Texas
$226K -$29K -1,068 -10%
RI
167
Rudd International
Florida
$226K +$251K +9,241 New
NL
168
NVWM LLC
Pennsylvania
$225K -$167K -6,148 -40%
VC
169
Vicus Capital
Pennsylvania
$219K +$23K +846 +10%
FG
170
Fiduciary Group
Georgia
$217K – – –
SPIA
171
Steward Partners Investment Advisory
New York
$214K -$61.1K -2,246 -20%
CWM
172
Circle Wealth Management
New Jersey
$207K +$1.85K +68 +0.8%
AWS
173
AJ Wealth Strategies
New York
$206K -$107K -3,917 -32%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$204K -$117K -4,287 -34%
GRP
175
Global Retirement Partners
California
$186K -$73.8K -2,715 -26%