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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$222K -$705K -25,789 -75%
TCM
177
Traynor Capital Management
Pennsylvania
$216K +$5.3K +194 +2%
FIM
178
Fernwood Investment Management
Massachusetts
$215K
MCP
179
Mirador Capital Partners
California
$215K +$217K +7,935 New
WPP
180
Whalerock Point Partners
Rhode Island
$213K
FANJ
181
Financial Architects (New Jersey)
New Jersey
$205K -$45.2K -1,655 -18%
JIC
182
Johnson Investment Counsel
Ohio
$205K +$207K +7,563 New
BW
183
Bison Wealth
Georgia
$204K +$984 +36 +0.5%
FAIM
184
Financial Advocates Investment Management
Washington
$203K -$350K -12,820 -63%
CBN
185
Cadence Bank NA
Texas
$201K -$11.4K -416 -5%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$201K
BFEC
187
Benjamin F. Edwards & Company
Missouri
$183K +$83K +3,035 +82%
ESB
188
Essex Savings Bank
Connecticut
$181K +$82.7K +3,024 +83%
US Bancorp
189
US Bancorp
Minnesota
$160K -$44.9K -1,644 -22%
Citigroup
190
Citigroup
New York
$148K -$14.2K -520 -9%
APCM
191
Alaska Permanent Capital Management
Alaska
$141K +$143K +5,230 New
MA
192
MUFG Americas
New York
$138K
PO
193
Private Ocean
California
$122K
ONST
194
Old North State Trust
North Carolina
$111K -$20.1K -735 -15%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K
POIA
196
Pin Oak Investment Advisors
Texas
$99K +$100K +3,670 New
HWA
197
Heritage Wealth Advisors
Virginia
$94K
PCG
198
Private Capital Group
Connecticut
$92K +$26.7K +978 +46%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$89K +$4.84K +177 +6%
MFT
200
Moisand Fitzgerald Tamayo
Florida
$88K