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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$262K -$523 -24 -0.2%
OPS
152
Orion Portfolio Solutions
Nebraska
$262K +$70K +3,214 +35%
IA
153
IFG Advisory
Georgia
$260K +$42.2K +1,936 +19%
OIA
154
Optimum Investment Advisors
Illinois
$256K -$15.2K -699 -5%
HIA
155
Harbor Investment Advisory
Maryland
$253K +$79K +3,627 +43%
William Blair & Company
156
William Blair & Company
Illinois
$252K +$109 +5 +0%
SB
157
Simmons Bank
Arkansas
$242K -$21.8K -1,000 -8%
BRWA
158
B. Riley Wealth Advisors
Florida
$241K +$248K +11,396 New
IAN
159
Integrated Advisors Network
Texas
$234K +$152 +7 +0.1%
AFP
160
Ausdal Financial Partners
Iowa
$230K +$238K +10,907 New
ACWM
161
Adams Chetwood Wealth Management
North Carolina
$229K
HCM
162
Hengehold Capital Management
Ohio
$222K
DWT
163
Dorsey & Whitney Trust
South Dakota
$220K -$74.5K -3,420 -25%
MWP
164
Moller Wealth Partners
$219K -$2.46K -113 -1%
COF
165
Capital One Financial
Virginia
$215K -$540K -24,812 -71%
GWM
166
Gray Wealth Management
Maine
$212K -$13.5K -621 -6%
AWCI
167
Alpine Woods Capital Investors
New York
$211K
FWCM
168
Ferguson Wellman Capital Management
Oregon
$208K -$39.2K -1,800 -15%
AT
169
Arden Trust
Delaware
$207K -$1.04K -48 -0.5%
NFG
170
Next Financial Group
Texas
$204K
FNBOSM
171
First National Bank of South Miami
Florida
$203K +$69.9K +3,209 +50%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$201K
ASN
173
Advisory Services Network
Georgia
$191K +$197K +9,046 New
ADL
174
Asset Dedication LLC
California
$165K
GWM
175
Geneos Wealth Management
Colorado
$161K +$11.5K +526 +7%