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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Colorado Capital Management
Colorado
$307K
WT
152
Whittier Trust
California
$305K
SAM
153
SignalPoint Asset Management
Missouri
$301K -$10.7K -536 -4%
PCS
154
Personal CFO Solutions
New Jersey
$296K -$15.9K -800 -5%
DWT
155
Dorsey & Whitney Trust
South Dakota
$294K
JMPWA
156
JP Morgan Private Wealth Advisors
California
$291K +$273K +13,749 New
Truist Financial
157
Truist Financial
North Carolina
$280K -$732K -36,816 -74%
SG
158
StoneX Group
New York
$275K -$154K -7,728 -37%
OIA
159
Optimum Investment Advisors
Illinois
$272K -$257K -12,928 -50%
SB
160
Simmons Bank
Arkansas
$264K -$183K -9,210 -43%
CIAS
161
Capital Investment Advisory Services
North Carolina
$263K +$934 +47 +0.4%
William Blair & Company
162
William Blair & Company
Illinois
$253K -$35.8K -1,801 -13%
NA
163
NewEdge Advisors
Louisiana
$252K -$507K -25,504 -68%
FWCM
164
Ferguson Wellman Capital Management
Oregon
$248K -$3.38K -170 -1%
IAN
165
Integrated Advisors Network
Texas
$235K -$4.81K -242 -2%
ACWM
166
Adams Chetwood Wealth Management
North Carolina
$230K
CASB
167
Cape Ann Savings Bank
Massachusetts
$230K +$216K +10,870 New
GWM
168
Gray Wealth Management
Maine
$225K -$11.5K -580 -5%
MWP
169
Moller Wealth Partners
$223K -$426K -21,437 -67%
HCM
170
Hengehold Capital Management
Ohio
$223K
IA
171
IFG Advisory
Georgia
$221K -$37.1K -1,865 -15%
AWCI
172
Alpine Woods Capital Investors
New York
$212K
AT
173
Arden Trust
Delaware
$209K -$9.76K -491 -5%
NFG
174
Next Financial Group
Texas
$205K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$201K