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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$334K -$84.4K -2,938 -20%
OIA
177
OneDigital Investment Advisors
Kansas
$329K +$52.2K +1,818 +19%
PSF
178
Pacific Sun Financial
California
$323K -$45.4K -1,580 -12%
SFG
179
StrategIQ Financial Group
Indiana
$319K -$66.1K -2,300 -17%
D
180
Diversified
Delaware
$319K +$46.8K +1,630 +17%
PWM
181
Perigon Wealth Management
California
$318K +$67.3K +2,342 +26%
CASB
182
Cape Ann Savings Bank
Massachusetts
$318K -$1.87K -65 -0.6%
SIC
183
Sterling Investment Counsel
New York
$309K -$57.8K -2,013 -16%
EWA
184
EP Wealth Advisors
California
$309K -$4.74K -165 -1%
SEP
185
Southland Equity Partners
Missouri
$299K -$3.85K -134 -1%
HWM
186
HB Wealth Management
Georgia
$295K
AF
187
Allworth Financial
California
$294K -$209K -7,261 -41%
William Blair & Company
188
William Blair & Company
Illinois
$290K +$144 +5 +0%
PA
189
Parallel Advisors
California
$289K +$289K +10,062 +10,062%
BFW
190
Brady Family Wealth
Missouri
$286K +$289K +10,072 New
Invesco
191
Invesco
Georgia
$284K +$31.8K +1,108 +12%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$280K +$45.3K +1,576 +19%
VCA
193
Verdence Capital Advisors
Maryland
$279K
MA
194
Mutual Advisors
Nebraska
$277K +$280K +9,741 New
ADL
195
Asset Dedication LLC
California
$273K +$35.7K +1,242 +15%
MOS
196
MGO One Seven
Ohio
$263K +$266K +9,252 New
SAM
197
Silvercrest Asset Management
New York
$253K +$255K +8,891 New
FG
198
Fiduciary Group
Georgia
$249K
GWM
199
Geneos Wealth Management
Colorado
$247K +$27.1K +944 +12%
RJT
200
Raymond James Trust
Florida
$246K