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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$284K -$84.6K -2,921 -21%
Truist Financial
177
Truist Financial
North Carolina
$278K -$93K -3,210 -23%
SEP
178
Southland Equity Partners
Missouri
$274K -$12K -414 -4%
HWM
179
HB Wealth Management
Georgia
$267K +$300K +10,368 New
FG
180
Fiduciary Group
Georgia
$262K – – –
William Blair & Company
181
William Blair & Company
Illinois
$262K +$145 +5 +0%
VCA
182
Verdence Capital Advisors
Maryland
$252K +$2.2K +76 +0.8%
OIA
183
OneDigital Investment Advisors
Kansas
$251K +$1.33K +46 +0.5%
D
184
Diversified
Delaware
$246K +$277K +9,574 New
AF
185
Apexium Financial
Texas
$244K +$275K +9,494 New
WWM
186
Western Wealth Management
Colorado
$238K +$269K +9,274 New
MFS
187
Madrona Financial Services
Washington
$231K -$7.53K -260 -3%
Invesco
188
Invesco
Georgia
$229K -$27.4K -944 -10%
PWM
189
Perigon Wealth Management
California
$228K +$1.22K +42 +0.5%
SB
190
Simmons Bank
Arkansas
$225K – – –
RJT
191
Raymond James Trust
Florida
$223K -$83.6K -2,886 -25%
OPS
192
Orion Portfolio Solutions
Nebraska
$223K – – –
GWM
193
Gray Wealth Management
Maine
$222K +$5.79K +200 +2%
ADL
194
Asset Dedication LLC
California
$217K -$59.7K -2,061 -20%
BFG
195
Berger Financial Group
Minnesota
$217K -$23.2K -801 -9%
EFS
196
Essex Financial Services
Connecticut
$215K +$377 +13 +0.2%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$213K +$240K +8,283 New
Mariner
198
Mariner
Kansas
$211K +$237K +8,187 New
JWBC
199
John W. Brooker & Co
California
$199K +$87 +3 +0%
GWM
200
Geneos Wealth Management
Colorado
$198K -$101K -3,502 -31%