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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oakworth Capital
Alabama
$353K
PSF
152
Pacific Sun Financial
California
$338K +$341K +12,460 New
AT
153
Arden Trust
Delaware
$336K -$219 -8 -0.1%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$326K -$215K -7,851 -39%
NFG
155
Next Financial Group
Texas
$325K +$327K +11,973 New
WWM
156
Western Wealth Management
Colorado
$322K +$273 +10 +0.1%
CCM
157
Colorado Capital Management
Colorado
$322K +$7.9K +289 +2%
FAAS
158
First Allied Advisory Services
California
$311K +$313K +11,456 New
PAMG
159
Patton Albertson Miller Group
Tennessee
$298K +$313K +11,455 New
WKWM
160
Walter & Keenan Wealth Management
Indiana
$294K +$54.7K +2,000 +23%
WP
161
WealthSource Partners
California
$268K -$139K -5,100 -34%
FNBOSM
162
First National Bank of South Miami
Florida
$266K +$94.6K +3,460 +55%
AAS
163
Avantax Advisory Services
Texas
$263K +$265K +9,693 New
MA
164
MCF Advisors
Kentucky
$257K
VAS
165
Vestmark Advisory Solutions
Massachusetts
$256K +$4.46K +163 +2%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$253K +$9.79K +358 +4%
RI
167
Rudd International
Florida
$252K +$1.31K +48 +0.5%
TCOV
168
Trust Company of Vermont
Vermont
$249K -$3.28K -120 -1%
CF
169
Centaurus Financial
California
$248K +$239K +8,754 +2,280%
NL
170
NVWM LLC
Pennsylvania
$247K -$7.76K -284 -3%
MFS
171
Madrona Financial Services
Washington
$245K +$247K +9,040 New
FG
172
Fiduciary Group
Georgia
$240K
SPC
173
Sigma Planning Corp
Michigan
$238K -$16.7K -612 -7%
JPLA
174
Joseph P. Lucia & Associates
New York
$234K -$6.2M -226,882 -96%
CWM
175
Circle Wealth Management
New Jersey
$229K +$1.15K +42 +0.5%