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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FG
176
Fiduciary Group
Georgia
$259K +$215K +8,843 New
NFG
177
Next Financial Group
Texas
$257K
FCA
178
FinTrust Capital Advisors
South Carolina
$256K -$261K -10,746 -53%
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$238K +$217K +8,942 New
ASN
180
Advisory Services Network
Georgia
$234K -$6.14K -253 -3%
OIA
181
Optimum Investment Advisors
Illinois
$228K -$87.2K -3,594 -30%
MWP
182
Moller Wealth Partners
$227K -$45.1K -1,858 -18%
GWM
183
Gray Wealth Management
Maine
$225K -$39.7K -1,635 -16%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$213K +$194K +8,006 New
AFP
185
Ausdal Financial Partners
Iowa
$210K -$73K -3,011 -28%
NA
186
NewEdge Advisors
Louisiana
$210K +$191K +7,884 New
ADL
187
Asset Dedication LLC
California
$209K
EH
188
Equitable Holdings
New York
$206K +$188K +7,734 New
BRWA
189
B. Riley Wealth Advisors
Florida
$205K -$89.9K -3,705 -33%
FFA
190
Fragasso Financial Advisors
Pennsylvania
$204K -$238K -9,825 -56%
JPLA
191
Joseph P. Lucia & Associates
New York
$203K +$185K +7,635 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$201K
BW
193
Bison Wealth
Georgia
$194K +$1.63K +67 +0.9%
DWMG
194
DB Wealth Management Group
California
$184K +$168K +6,914 New
OC
195
Oakworth Capital
Alabama
$171K
CT
196
Caldwell Trust
Florida
$146K
MCC
197
Money Concepts Capital
Florida
$140K +$128K +5,275 New
FCB
198
First Command Bank
Texas
$133K -$14.6K -600 -11%
FCFS
199
First Command Financial Services
Texas
$133K -$14.6K -600 -11%
SFS
200
Sowell Financial Services
Arkansas
$133K +$41.9K +1,726 +53%