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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$570K -$6.28K -189 -1%
CAG
152
Csenge Advisory Group
Florida
$559K
IFG
153
Independent Financial Group
California
$559K +$116K +3,500 +27%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$557K -$43.6K -1,312 -7%
SC
155
Savant Capital
Illinois
$550K +$198K +5,957 +57%
CCM
156
Collar Capital Management
Wisconsin
$548K +$9.13K +275 +2%
PWMA
157
Pension & Wealth Management Advisors
Massachusetts
$546K -$31.4K -944 -6%
EAM
158
Empirical Asset Management
Massachusetts
$544K -$399 -12 -0.1%
CI
159
CX Institutional
Indiana
$521K +$514K +15,480 New
UPS
160
UHLMANN PRICE SECURITIES
Illinois
$512K +$167K +5,026 +49%
CWL
161
Causey Wealth LLC
Colorado
$510K -$85.2K -2,566 -14%
MSA
162
Marino Stram & Associates
Massachusetts
$503K +$864 +26 +0.2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$501K +$105K +3,152 +27%
SS
164
Sunbelt Securities
Texas
$494K -$262K -7,893 -35%
AWC
165
Abundance Wealth Counselors
Pennsylvania
$490K
RRA
166
Round Rock Advisors
Connecticut
$489K -$10.1K -305 -2%
AQR Capital Management
167
AQR Capital Management
Connecticut
$486K +$180K +5,433 +60%
IAN
168
Integrated Advisors Network
Texas
$480K
BRWM
169
Blue Rock Wealth Management
North Carolina
$480K -$284K -8,555 -38%
AGA
170
Arkos Global Advisors
Texas
$475K -$864 -26 -0.2%
SPC
171
Sigma Planning Corp
Michigan
$474K -$72.6K -2,187 -13%
MFS
172
McNamara Financial Services
Massachusetts
$473K +$9.4K +283 +2%
CPIG
173
Chicago Partners Investment Group
Illinois
$471K -$8.47K -255 -2%
EH
174
Equitable Holdings
New York
$468K +$36.6K +1,102 +9%
FFN
175
Focus Financial Network
Minnesota
$450K +$11.6K +349 +3%