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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
151
Pacific Sun Financial
California
$290K -$35.5K -1,630 -11%
CIAS
152
Capital Investment Advisory Services
North Carolina
$262K -$523 -24 -0.2%
Orion Portfolio Solutions
153
Orion Portfolio Solutions
Nebraska
$262K +$70K +3,214 +35%
IFG Advisory
154
IFG Advisory
Georgia
$260K +$42.2K +1,936 +19%
OIA
155
Optimum Investment Advisors
Illinois
$256K -$15.2K -699 -5%
HIA
156
Harbor Investment Advisory
Maryland
$253K +$79K +3,627 +43%
William Blair & Company
157
William Blair & Company
Illinois
$252K +$109 +5 +0%
SB
158
Simmons Bank
Arkansas
$242K -$21.8K -1,000 -8%
BRWA
159
B. Riley Wealth Advisors
Florida
$241K +$248K +11,396 New
IAN
160
Integrated Advisors Network
Texas
$234K +$152 +7 +0.1%
AFP
161
Ausdal Financial Partners
Iowa
$230K +$238K +10,907 New
ACWM
162
Adams Chetwood Wealth Management
North Carolina
$229K – – –
HCM
163
Hengehold Capital Management
Ohio
$222K – – –
DWT
164
Dorsey & Whitney Trust
South Dakota
$220K -$74.5K -3,420 -25%
MWP
165
Moller Wealth Partners
$219K -$2.46K -113 -1%
COF
166
Capital One Financial
Virginia
$215K -$540K -24,812 -71%
GWM
167
Gray Wealth Management
Maine
$212K -$13.5K -621 -6%
AWCI
168
Alpine Woods Capital Investors
New York
$211K – – –
Ferguson Wellman Capital Management
169
Ferguson Wellman Capital Management
Oregon
$208K -$39.2K -1,800 -15%
AT
170
Arden Trust
Delaware
$207K -$1.04K -48 -0.5%
NFG
171
Next Financial Group
Texas
$204K – – –
FNBOSM
172
First National Bank of South Miami
Florida
$203K +$69.9K +3,209 +50%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
Advisory Services Network
174
Advisory Services Network
Georgia
$191K +$197K +9,046 New
ADL
175
Asset Dedication LLC
California
$165K – – –