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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$222K -$3.49K -125 -2%
TWM
202
Titus Wealth Management
California
$219K -$19.7K -705 -8%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$217K
OIA
204
OneDigital Investment Advisors
Kansas
$213K +$207K +7,426 New
CBN
205
Cadence Bank NA
Texas
$212K
CT
206
Caldwell Trust
Florida
$212K +$206K +7,380 New
OC
207
Oarsman Capital
Wisconsin
$211K
QPWM
208
Quadrant Private Wealth Management
Pennsylvania
$211K +$1.42K +51 +0.7%
EH
209
Equitable Holdings
New York
$207K +$202K +7,230 New
FAIM
210
Financial Advocates Investment Management
Washington
$206K +$200K +7,167 New
IAN
211
Integrated Advisors Network
Texas
$204K +$199K +7,129 New
VFA
212
Voya Financial Advisors
Connecticut
$203K +$198K +7,087 New
AA
213
Ancora Advisors
Ohio
$203K +$202K +7,242 New
DAS
214
Dynamic Advisor Solutions
Arizona
$201K -$107K -3,847 -35%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$201K
OPS
216
Orion Portfolio Solutions
Nebraska
$199K +$193K +6,928 New
BFEC
217
Benjamin F. Edwards & Company
Missouri
$191K -$3.88K -139 -2%
IBOK
218
Independence Bank of Kentucky
Kentucky
$187K
BW
219
Bison Wealth
Georgia
$179K -$37.7K -1,351 -18%
Citigroup
220
Citigroup
New York
$173K +$11.8K +423 +8%
MA
221
MUFG Americas
New York
$146K
IFWM
222
Institute for Wealth Management
Colorado
$145K +$141K +5,053 New
FCB
223
First Command Bank
Texas
$135K +$35.7K +1,279 +37%
FCFS
224
First Command Financial Services
Texas
$135K +$35.7K +1,279 +37%
ADL
225
Asset Dedication LLC
California
$132K +$5.47K +196 +4%