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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Insight Advisors
Pennsylvania
$612K -$6.88K -237 -1%
RSWA
152
Robinson Smith Wealth Advisors
Maine
$603K +$544K +18,741 New
CPIG
153
Chicago Partners Investment Group
Illinois
$598K -$123K -4,227 -18%
MMA
154
Miracle Mile Advisors
California
$584K -$416K -14,337 -44%
IBOK
155
Independence Bank of Kentucky
Kentucky
$576K +$480K +16,525 +1,206%
IPAM
156
Investment Partners Asset Management
New Jersey
$564K +$510K +17,547 New
RCAG
157
Rehmann Capital Advisory Group
Michigan
$559K +$1.19K +41 +0.2%
EH
158
Equitable Holdings
New York
$544K +$87.8K +3,023 +22%
JSL
159
JT Stratford LLC
Georgia
$537K -$27.8K -957 -5%
Brown Advisory
160
Brown Advisory
Maryland
$527K
AGA
161
Arkos Global Advisors
Texas
$513K -$29.5K -1,017 -6%
BTI
162
Blue Trust Inc
Georgia
$509K +$524K +18,037 +1,803,700%
CAG
163
Csenge Advisory Group
Florida
$502K -$29 -1 -0%
AI
164
Accredited Investors
Minnesota
$490K
SFG
165
StrategIQ Financial Group
Indiana
$483K
PWMAG
166
Pinnacle Wealth Management Advisory Group
New Jersey
$473K -$67.5K -2,325 -14%
CTWM
167
Cherry Tree Wealth Management
Minnesota
$468K -$71.2K -2,451 -14%
IAN
168
Integrated Advisors Network
Texas
$465K +$40.7K +1,400 +11%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$460K -$46.9K -1,616 -10%
EWA
170
Exencial Wealth Advisors
Oklahoma
$456K +$31K +1,067 +8%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$452K -$69.6K -2,398 -15%
CWM
172
Collaborative Wealth Management
Florida
$452K -$2.5K -86 -0.6%
NHT
173
New Hampshire Trust
New Hampshire
$443K
MFS
174
McNamara Financial Services
Massachusetts
$439K +$2.9K +100 +0.7%
SAG
175
SageView Advisory Group
California
$431K -$75.8K -2,610 -16%