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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
151
Pineno Levin & Ford Asset Management
Virginia
$270K -$3.71K -150 -1%
1IA
152
1834 Investment Advisors
Wisconsin
$270K +$139K +5,637 +60%
Renaissance Technologies
153
Renaissance Technologies
New York
$268K +$369K +14,900 New
PCS
154
Personal CFO Solutions
New Jersey
$266K -$74.2K -3,000 -17%
SAM
155
SignalPoint Asset Management
Missouri
$266K +$37.7K +1,523 +12%
CCM
156
Colorado Capital Management
Colorado
$261K +$65.4K +2,645 +22%
WT
157
Whittier Trust
California
$259K
DWT
158
Dorsey & Whitney Trust
South Dakota
$251K
JIC
159
Johnson Investment Counsel
Ohio
$250K
William Blair & Company
160
William Blair & Company
Illinois
$247K +$15K +605 +5%
CFO
161
CVA Family Office
Colorado
$246K -$44.5K -1,800 -12%
CIAS
162
Capital Investment Advisory Services
North Carolina
$223K +$306K +12,384 New
IA
163
IFG Advisory
Georgia
$221K -$166K -6,717 -35%
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$217K +$25 +1 +0%
FWCM
165
Ferguson Wellman Capital Management
Oregon
$214K -$69K -2,790 -19%
IAN
166
Integrated Advisors Network
Texas
$204K +$104K +4,203 +59%
GWM
167
Gray Wealth Management
Maine
$203K +$278K +11,258 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$201K
HIA
169
Harbor Investment Advisory
Maryland
$200K +$37.1K +1,500 +16%
AW
170
ACG Wealth
Georgia
$198K +$7.77K +314 +3%
TFS
171
Thoroughbred Financial Services
Tennessee
$191K -$7.52K -304 -3%
WWM
172
Western Wealth Management
Colorado
$191K
HCM
173
Hengehold Capital Management
Ohio
$190K -$132K -5,333 -34%
OIA
174
OneDigital Investment Advisors
Kansas
$190K +$77.8K +3,144 +42%
BSW
175
Buckingham Strategic Wealth
Missouri
$188K -$294K -11,898 -53%