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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$366K +$259 +8 +0.1%
SEP
177
Southland Equity Partners
Missouri
$365K +$1.46K +45 +0.4%
SFS
178
Sowell Financial Services
Arkansas
$358K +$353K +10,902 New
Mariner
179
Mariner
Kansas
$351K -$13.8K -426 -4%
William Blair & Company
180
William Blair & Company
Illinois
$348K +$194 +6 +0.1%
ADL
181
Asset Dedication LLC
California
$337K +$25.3K +783 +8%
MFS
182
McNamara Financial Services
Massachusetts
$337K +$43.4K +1,342 +15%
DC
183
Davenport & Co
Virginia
$332K
MWM
184
Marion Wealth Management
Pennsylvania
$332K +$327K +10,114 New
VCA
185
Verdence Capital Advisors
Maryland
$320K -$22.2K -688 -7%
FG
186
Fiduciary Group
Georgia
$319K +$14.5K +449 +5%
BFG
187
Berger Financial Group
Minnesota
$317K
OIA
188
OneDigital Investment Advisors
Kansas
$315K -$98K -3,031 -24%
AA
189
AlphaMark Advisors
Kentucky
$314K -$32.3K -1,000 -9%
FVCM
190
F&V Capital Management
Florida
$312K +$15.8K +490 +5%
1IA
191
1834 Investment Advisors
Wisconsin
$304K +$7.76K +240 +3%
MFS
192
Madrona Financial Services
Washington
$303K +$14.1K +435 +5%
BA
193
Bristlecone Advisors
Washington
$302K +$23K +712 +8%
PWM
194
Perigon Wealth Management
California
$291K +$287K +8,869 New
Truist Financial
195
Truist Financial
North Carolina
$288K -$11.4K -351 -4%
SB
196
Simmons Bank
Arkansas
$287K -$35.6K -1,100 -11%
RIA
197
Regal Investment Advisors
Michigan
$285K
NC
198
NewSquare Capital
Pennsylvania
$275K +$85.9K +2,655 +46%
GWM
199
Gray Wealth Management
Maine
$264K
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$261K