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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Equitable Holdings
176
Equitable Holdings
New York
$354K -$311K -10,390 -46%
NHT
177
New Hampshire Trust
New Hampshire
$340K -$3.44K -115 -1%
Advisory Services Network
178
Advisory Services Network
Georgia
$335K +$90 +3 +0%
MBT
179
Montecito Bank & Trust
California
$330K -$22K -735 -6%
LPT
180
Legacy Private Trust
Wisconsin
$327K -$1.19M -39,619 -78%
OneDigital Investment Advisors
181
OneDigital Investment Advisors
Kansas
$324K -$6.79K -227 -2%
Perigon Wealth Management
182
Perigon Wealth Management
California
$320K +$778 +26 +0.2%
CASB
183
Cape Ann Savings Bank
Massachusetts
$319K – – –
D
184
Diversified
Delaware
$314K -$6.29K -210 -2%
SIC
185
Sterling Investment Counsel
New York
$311K – – –
AIA
186
Ally Invest Advisors
North Carolina
$306K +$321K +10,717 New
MGO One Seven
187
MGO One Seven
Ohio
$303K +$40.8K +1,362 +15%
SEP
188
Southland Equity Partners
Missouri
$299K -$688 -23 -0.2%
Raymond James Trust
189
Raymond James Trust
Florida
$299K +$54.7K +1,827 +21%
HB Wealth Management
190
HB Wealth Management
Georgia
$296K – – –
William Blair & Company
191
William Blair & Company
Illinois
$291K +$120 +4 +0%
Integrated Wealth Concepts
192
Integrated Wealth Concepts
Massachusetts
$287K +$46.5K +1,553 +18%
CCM
193
Colorado Capital Management
Colorado
$284K -$66.7K -2,229 -18%
BFW
194
Brady Family Wealth
Missouri
$283K -$4.37K -146 -1%
MFS
195
Madrona Financial Services
Washington
$280K +$37.4K +1,248 +15%
VCA
196
Verdence Capital Advisors
Maryland
$280K – – –
PCS
197
Personal CFO Solutions
New Jersey
$280K +$293K +9,790 New
ADL
198
Asset Dedication LLC
California
$275K – – –
BRWA
199
B. Riley Wealth Advisors
Florida
$256K +$42.3K +1,413 +19%
Silvercrest Asset Management
200
Silvercrest Asset Management
New York
$254K – – –