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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
201
Invesco
Georgia
$253K -$33.7K -1,125 -11%
MCP
202
Mirador Capital Partners
California
$248K +$260K +8,693 New
GWM
203
Gray Wealth Management
Maine
$245K -$150 -5 -0.1%
PI
204
PFG Investments
New York
$237K +$248K +8,291 New
EFS
205
Essex Financial Services
Connecticut
$232K -$1.08K -36 -0.4%
BFG
206
Berger Financial Group
Minnesota
$230K -$10.8K -362 -4%
Geneos Wealth Management
207
Geneos Wealth Management
Colorado
$230K -$19K -635 -7%
Allworth Financial
208
Allworth Financial
California
$228K -$70.9K -2,369 -23%
VW
209
Vance Wealth
California
$221K – – –
JWBC
210
John W. Brooker & Co
California
$220K +$60 +2 +0%
CA
211
Claro Advisors
Massachusetts
$215K +$226K +7,535 New
MWP
212
Moller Wealth Partners
$204K +$214K +7,141 New
O'Shaughnessy Asset Management
213
O'Shaughnessy Asset Management
Connecticut
$181K +$33.3K +1,111 +21%
MCF Advisors
214
MCF Advisors
Kentucky
$171K +$70.9K +2,367 +65%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$168K +$61.9K +2,067 +54%
OIA
216
Optimum Investment Advisors
Illinois
$162K – – –
Harbour Investments
217
Harbour Investments
Wisconsin
$160K +$79.1K +2,642 +89%
CT
218
Caldwell Trust
Florida
$157K – – –
CT
219
Colonial Trust
South Carolina
$149K -$6.2K -207 -4%
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$145K +$4.49K +150 +3%
Brown Brothers Harriman & Co
221
Brown Brothers Harriman & Co
New York
$138K – – –
AA
222
AlphaMark Advisors
Kentucky
$129K – – –
BONH
223
Bank of New Hampshire
New Hampshire
$124K – – –
HGERS
224
Householder Group Estate & Retirement Specialist
Arizona
$121K +$126K +4,222 New
Avior Wealth Management
225
Avior Wealth Management
Nebraska
$120K +$125K +4,185 New