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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Titus Wealth Management
California
$219K -$19.7K -705 -8%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$217K – – –
OIA
203
OneDigital Investment Advisors
Kansas
$213K +$207K +7,426 New
CBN
204
Cadence Bank NA
Texas
$212K – – –
CT
205
Caldwell Trust
Florida
$212K +$206K +7,380 New
OC
206
Oarsman Capital
Wisconsin
$211K – – –
QPWM
207
Quadrant Private Wealth Management
Pennsylvania
$211K +$1.42K +51 +0.7%
EH
208
Equitable Holdings
New York
$207K +$202K +7,230 New
FAIM
209
Financial Advocates Investment Management
Washington
$206K +$200K +7,167 New
IAN
210
Integrated Advisors Network
Texas
$204K +$199K +7,129 New
VFA
211
Voya Financial Advisors
Connecticut
$203K +$198K +7,087 New
AA
212
Ancora Advisors
Ohio
$203K +$202K +7,242 New
DAS
213
Dynamic Advisor Solutions
Arizona
$201K -$107K -3,847 -35%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$201K – – –
OPS
215
Orion Portfolio Solutions
Nebraska
$199K +$193K +6,928 New
BFEC
216
Benjamin F. Edwards & Company
Missouri
$191K -$3.88K -139 -2%
IBOK
217
Independence Bank of Kentucky
Kentucky
$187K – – –
BW
218
Bison Wealth
Georgia
$179K -$37.7K -1,351 -18%
Citigroup
219
Citigroup
New York
$173K +$11.8K +423 +8%
MA
220
MUFG Americas
New York
$146K – – –
IFWM
221
Institute for Wealth Management
Colorado
$145K +$141K +5,053 New
FCB
222
First Command Bank
Texas
$135K +$35.7K +1,279 +37%
FCFS
223
First Command Financial Services
Texas
$135K +$35.7K +1,279 +37%
ADL
224
Asset Dedication LLC
California
$132K +$5.47K +196 +4%
US Bancorp
225
US Bancorp
Minnesota
$131K – – –