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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
NVWM LLC
Pennsylvania
$150K -$26K -900 -15%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$136K
APSP
178
Asset Planning Services (Pennsylvania)
Pennsylvania
$123K
SBL
179
Sargent Bickham Lagudis
Colorado
$107K
AWA
180
Acorn Wealth Advisors
Michigan
$107K +$317 +11 +0.3%
ASN
181
Advisory Services Network
Georgia
$99K -$36.9K -1,278 -28%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$96K
NWM
183
Northwest Wealth Management
Iowa
$95K +$13.5K +469 +17%
KJWM
184
Kiley Juergens Wealth Management
Washington
$94K +$92.1K +3,194 New
PCG
185
Private Capital Group
Connecticut
$91K -$2.37K -82 -3%
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$89K
TIM
187
Tortoise Investment Management
New York
$89K +$86.5K +3,000 New
BWM
188
BerganKDV Wealth Management
Minnesota
$82K +$80K +2,772 New
ADL
189
Asset Dedication LLC
California
$81K
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K
IFAM
191
Institutional & Family Asset Management
Colorado
$76K
SWP
192
Strategic Wealth Partners
Ohio
$73K +$1.76K +61 +3%
FFW
193
Fusion Family Wealth
New York
$69K -$2.34K -81 -3%
SF
194
Synovus Financial
Georgia
$64K -$779 -27 -1%
SEI Investments
195
SEI Investments
Pennsylvania
$61K +$9.98K +346 +20%
WEC
196
Winslow Evans & Crocker
Massachusetts
$56K
KCPG
197
Kavar Capital Partners Group
Kansas
$53K
AIM
198
Anchor Investment Management
South Carolina
$50.6K
TWA
199
TCI Wealth Advisors
Arizona
$50K
LFG
200
LifePlan Financial Group
Ohio
$48K