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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Partnervest Advisory Services
California
$201K +$203K +6,760 New
Citigroup
177
Citigroup
New York
$198K +$17.2K +570 +9%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$153K +5,089 +438%
US Bancorp
179
US Bancorp
Minnesota
$176K – – –
APP
180
Avantax Planning Partners
Iowa
$152K +$154K +5,102 New
AA
181
Ancora Advisors
Ohio
$121K +$123K +4,071 New
TRCT
182
Tower Research Capital (TRC)
New York
$113K -$162K -5,375 -59%
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$109K -$10.1K -334 -8%
SBL
184
Sargent Bickham Lagudis
Colorado
$107K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$103K +$105K +3,477 New
ASN
186
Advisory Services Network
Georgia
$98K +$60 +2 +0.1%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$97K – – –
NWM
188
Northwest Wealth Management
Iowa
$95K – – –
KJWM
189
Kiley Juergens Wealth Management
Washington
$95K +$572 +19 +0.6%
TIM
190
Tortoise Investment Management
New York
$89K – – –
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
PCG
192
Private Capital Group
Connecticut
$84K -$7.76K -258 -8%
BWM
193
BerganKDV Wealth Management
Minnesota
$82K – – –
ADL
194
Asset Dedication LLC
California
$81K – – –
GP
195
Girard Partners
Pennsylvania
$81K +$82.5K +2,741 New
JFGIW
196
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K – – –
IFAM
197
Institutional & Family Asset Management
Colorado
$76K – – –
CMBA
198
C.M. Bidwell & Associates
Hawaii
$74K -$62.6K -2,080 -45%
SWP
199
Strategic Wealth Partners
Ohio
$74K – – –
SF
200
Synovus Financial
Georgia
$64K – – –