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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Independent Financial Group
California
$416K -$116K -3,776 -22%
AAP
177
Arax Advisory Partners
Colorado
$415K +$403K +13,070 New
FFN
178
Focus Financial Network
Minnesota
$413K +$9.61K +312 +2%
EH
179
Equitable Holdings
New York
$407K +$52K +1,687 +15%
UCFA
180
United Capital Financial Advisors
Texas
$402K -$44.7K -1,451 -10%
IWC
181
Infinity Wealth Counsel
Ohio
$402K +$47.1K +1,530 +14%
FFA
182
Founders Financial Alliance
North Carolina
$397K +$369K +11,991 +2,374%
DE
183
Diversified Enterprises
Delaware
$396K -$22.9K -743 -6%
IWP
184
Invenio Wealth Partners
Florida
$390K -$370K -12,010 -49%
HW
185
Hancock Whitney
Mississippi
$388K -$5.39K -175 -1%
FFA
186
Farther Finance Advisors
California
$384K +$319K +10,347 +590%
JSL
187
JT Stratford LLC
Georgia
$380K +$4.19K +136 +1%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$372K -$109K -3,526 -23%
NIWA
189
New Insight Wealth Advisors
California
$370K -$125K -4,057 -26%
CWM
190
Collaborative Wealth Management
Florida
$369K -$23.6K -767 -6%
IIA
191
Integral Investment Advisors
California
$368K
Jane Street
192
Jane Street
New York
$357K +$346K +11,249 New
EWA
193
Exencial Wealth Advisors
Oklahoma
$350K -$9.58K -311 -3%
VCA
194
Verdence Capital Advisors
Maryland
$349K +$185 +6 +0.1%
LAM
195
LOM Asset Management
$349K +$339K +11,000 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$349K -$38.3K -1,245 -10%
HP
197
Hilltop Partners
Indiana
$345K
SOS
198
Silver Oak Securities
Tennessee
$339K -$5.54K -180 -2%
PAS
199
Park Avenue Securities
New York
$337K +$327K +10,621 New
DAS
200
Dynamic Advisor Solutions
Arizona
$332K +$400 +13 +0.1%