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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$508K +$500K +15,463 New
IA
152
Insight Advisors
Pennsylvania
$504K +$3.69K +114 +0.7%
AWC
153
Adamsbrown Wealth Consultants
Kansas
$502K +$494K +15,271 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$501K +$226 +7 +0%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$476K -$870K -26,908 -65%
WT
156
Whittier Trust
California
$473K
TWM
157
Titus Wealth Management
California
$468K +$149K +4,615 +48%
BSW
158
Buckingham Strategic Wealth
Missouri
$452K
SFG
159
StrategIQ Financial Group
Indiana
$444K +$194 +6 +0%
PSF
160
Pacific Sun Financial
California
$422K
LSPW
161
Lake Street Private Wealth
Illinois
$422K +$416K +12,852 New
DWT
162
Dorsey & Whitney Trust
South Dakota
$419K +$111K +3,420 +37%
MFW
163
Meristem Family Wealth
Minnesota
$417K
ACWM
164
Adams Chetwood Wealth Management
North Carolina
$416K
IWC
165
Integrated Wealth Concepts
Massachusetts
$415K -$21.3K -660 -5%
SC
166
Scotia Capital
Ontario, Canada
$408K -$7.31K -226 -2%
CCM
167
Colorado Capital Management
Colorado
$408K -$6.6K -204 -2%
IA
168
IFG Advisory
Georgia
$407K -$7.15K -221 -2%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$407K
IAN
170
Integrated Advisors Network
Texas
$400K +$291 +9 +0.1%
Invesco
171
Invesco
Georgia
$397K -$69.8K -2,157 -15%
CASB
172
Cape Ann Savings Bank
Massachusetts
$393K -$13.1K -405 -3%
MBT
173
Montecito Bank & Trust
California
$389K
RJT
174
Raymond James Trust
Florida
$372K +$16.1K +499 +5%
PCS
175
Personal CFO Solutions
New Jersey
$366K -$35.6K -1,100 -9%