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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NHT
176
New Hampshire Trust
New Hampshire
$340K -$3.44K -115 -1%
ASN
177
Advisory Services Network
Georgia
$335K +$90 +3 +0%
MBT
178
Montecito Bank & Trust
California
$330K -$22K -735 -6%
LPT
179
Legacy Private Trust
Wisconsin
$327K -$1.19M -39,619 -78%
OIA
180
OneDigital Investment Advisors
Kansas
$324K -$6.79K -227 -2%
PWM
181
Perigon Wealth Management
California
$320K +$778 +26 +0.2%
CASB
182
Cape Ann Savings Bank
Massachusetts
$319K
D
183
Diversified
Delaware
$314K -$6.29K -210 -2%
SIC
184
Sterling Investment Counsel
New York
$311K
AIA
185
Ally Invest Advisors
North Carolina
$306K +$321K +10,717 New
MOS
186
MGO One Seven
Ohio
$303K +$40.8K +1,362 +15%
SEP
187
Southland Equity Partners
Missouri
$299K -$688 -23 -0.2%
RJT
188
Raymond James Trust
Florida
$299K +$54.7K +1,827 +21%
HWM
189
HB Wealth Management
Georgia
$296K
William Blair & Company
190
William Blair & Company
Illinois
$291K +$120 +4 +0%
IWC
191
Integrated Wealth Concepts
Massachusetts
$287K +$46.5K +1,553 +18%
CCM
192
Colorado Capital Management
Colorado
$284K -$66.7K -2,229 -18%
BFW
193
Brady Family Wealth
Missouri
$283K -$4.37K -146 -1%
MFS
194
Madrona Financial Services
Washington
$280K +$37.4K +1,248 +15%
VCA
195
Verdence Capital Advisors
Maryland
$280K
PCS
196
Personal CFO Solutions
New Jersey
$280K +$293K +9,790 New
ADL
197
Asset Dedication LLC
California
$275K
BRWA
198
B. Riley Wealth Advisors
Florida
$256K +$42.3K +1,413 +19%
SAM
199
Silvercrest Asset Management
New York
$254K
Invesco
200
Invesco
Georgia
$253K -$33.7K -1,125 -11%