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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
201
Rockbridge Investment Management
New York
$261K +$257K +7,952 New
WI
202
Wintrust Investments
Illinois
$255K -$3.23K -100 -1%
JWBC
203
John W. Brooker & Co
California
$254K +$129 +4 +0.1%
VW
204
Vance Wealth
California
$254K +$250K +7,728 New
NFG
205
Next Financial Group
Texas
$244K -$4.01K -124 -2%
SC
206
Siena Capital
Ohio
$243K +$239K +7,404 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$239K +$58.6K +1,813 +33%
EGA
208
Eagle Global Advisors
Texas
$237K
MOS
209
MGO One Seven
Ohio
$236K +$17.8K +550 +8%
BMD
210
Better Money Decisions
New Mexico
$231K +$78.8K +2,436 +53%
AFP
211
Ausdal Financial Partners
Iowa
$230K -$8.8K -272 -4%
SB
212
Strategic Blueprint
Georgia
$229K +$6.21K +192 +3%
XF
213
XML Financial
Maryland
$226K -$66.3K -2,050 -23%
MWP
214
Moller Wealth Partners
$224K
EWA
215
Exencial Wealth Advisors
Oklahoma
$222K +$218K +6,751 New
Jones Financial Companies
216
Jones Financial Companies
Missouri
$218K -$12.8K -396 -6%
IF
217
Intrua Financial
Texas
$217K +$4.92K +152 +2%
JPLA
218
Joseph P. Lucia & Associates
New York
$215K
AF
219
Allworth Financial
California
$213K -$99.3K -3,070 -32%
IFG
220
Independent Financial Group
California
$212K +$208K +6,446 New
VAS
221
Vestmark Advisory Solutions
Massachusetts
$211K +$207K +6,412 New
PCM
222
Passive Capital Management
Maryland
$210K +$206K +6,385 New
CBFP
223
Cedar Brook Financial Partners
Ohio
$207K +$203K +6,290 New
OIA
224
Optimum Investment Advisors
Illinois
$206K +$194 +6 +0.1%
CT
225
Caldwell Trust
Florida
$180K