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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$446K -$112K -3,375 -20%
AAP
177
Arax Advisory Partners
Colorado
$440K
PA
178
Pinnacle Associates
New York
$439K -$27.2K -819 -6%
IWC
179
Infinity Wealth Counsel
Ohio
$434K +$7.64K +230 +2%
NHT
180
New Hampshire Trust
New Hampshire
$434K -$46.8K -1,408 -10%
RSWA
181
Robinson Smith Wealth Advisors
Maine
$422K -$58K -1,746 -12%
VC
182
Vicus Capital
Pennsylvania
$418K -$248K -7,453 -38%
DE
183
Diversified Enterprises
Delaware
$415K -$4.62K -139 -1%
UCFA
184
United Capital Financial Advisors
Texas
$412K -$14.9K -448 -4%
PRI
185
Prepared Retirement Institute
Pennsylvania
$407K -$113K -3,401 -22%
FFS
186
Founders Financial Securities
Maryland
$400K -$111K -3,332 -22%
FFA
187
Founders Financial Alliance
North Carolina
$400K -$21K -633 -5%
CWM
188
Collaborative Wealth Management
Florida
$397K +$5.58K +168 +1%
JSL
189
JT Stratford LLC
Georgia
$393K -$9.77K -294 -2%
HW
190
Hancock Whitney
Mississippi
$393K -$18.3K -550 -5%
IIA
191
Integral Investment Advisors
California
$390K
LAM
192
LOM Asset Management
$370K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$370K
EWA
194
Exencial Wealth Advisors
Oklahoma
$366K -$4.62K -139 -1%
VCA
195
Verdence Capital Advisors
Maryland
$356K -$14.9K -450 -4%
FNT
196
First National Trust
Pennsylvania
$354K +$37K +1,115 +12%
PI
197
PFG Investments
New York
$351K +$4.32K +130 +1%
CTWM
198
Cherry Tree Wealth Management
Minnesota
$350K
BFW
199
Brady Family Wealth
Missouri
$343K
GFA
200
Gallagher Fiduciary Advisors
Illinois
$332K +$2.42K +73 +0.7%