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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HW
201
Hancock Whitney
Mississippi
$446K -$24.9K -646 -6%
AIA
202
Ally Invest Advisors
North Carolina
$440K +$40.3K +1,046 +11%
PRI
203
Prepared Retirement Institute
Pennsylvania
$422K -$20.4K -529 -5%
BFW
204
Brady Family Wealth
Missouri
$414K – – –
NWA
205
Navis Wealth Advisors
New York
$412K -$68.6K -1,779 -15%
GFA
206
Gallagher Fiduciary Advisors
Illinois
$409K +$2.5K +65 +0.7%
TM
207
TigerOak Management
New Mexico
$408K +$69.4K +1,802 +22%
PA
208
Pinnacle Associates
New York
$408K -$6.17K -160 -2%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$407K +$385K +10,000 New
CWM
210
Collaborative Wealth Management
Florida
$403K +$848 +22 +0.2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$400K – – –
HI
212
Harbour Investments
Wisconsin
$395K +$3.93K +102 +1%
NIWA
213
New Insight Wealth Advisors
California
$393K +$34.5K +896 +10%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$389K -$6.28K -163 -2%
SFG
215
SNS Financial Group
Minnesota
$385K +$364K +9,454 New
VA
216
VestGen Advisors
Illinois
$370K – – –
PWA
217
Perspective Wealth Advisors
Colorado
$369K +$350K +9,075 New
JWCA
218
J.W. Cole Advisors
Florida
$359K +$7.78K +202 +2%
PSF
219
Pacific Sun Financial
California
$359K -$3.85K -100 -1%
RSWA
220
Robinson Smith Wealth Advisors
Maine
$354K -$6.36K -165 -2%
PCA
221
Prosperity Capital Advisors
Ohio
$351K +$333K +8,638 New
DAS
222
Dynamic Advisor Solutions
Arizona
$350K -$6.51K -169 -2%
AI
223
Atria Investments
North Carolina
$350K -$104K -2,706 -24%
WANY
224
Wealthspire Advisors (New York)
New York
$349K +$86.7K +2,250 +36%
VCA
225
Verdence Capital Advisors
Maryland
$349K -$1.2K -31 -0.4%