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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
201
Mirador Capital Partners
California
$248K +$260K +8,693 New
GWM
202
Gray Wealth Management
Maine
$245K -$150 -5 -0.1%
PI
203
PFG Investments
New York
$237K +$248K +8,291 New
EFS
204
Essex Financial Services
Connecticut
$232K -$1.08K -36 -0.4%
BFG
205
Berger Financial Group
Minnesota
$230K -$10.8K -362 -4%
GWM
206
Geneos Wealth Management
Colorado
$230K -$19K -635 -7%
AF
207
Allworth Financial
California
$228K -$70.9K -2,369 -23%
VW
208
Vance Wealth
California
$221K
JWBC
209
John W. Brooker & Co
California
$220K +$60 +2 +0%
CA
210
Claro Advisors
Massachusetts
$215K +$226K +7,535 New
MWP
211
Moller Wealth Partners
$204K +$214K +7,141 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$181K +$33.3K +1,111 +21%
MA
213
MCF Advisors
Kentucky
$171K +$70.9K +2,367 +65%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$168K +$61.9K +2,067 +54%
OIA
215
Optimum Investment Advisors
Illinois
$162K
HI
216
Harbour Investments
Wisconsin
$160K +$79.1K +2,642 +89%
CT
217
Caldwell Trust
Florida
$157K
CT
218
Colonial Trust
South Carolina
$149K -$6.2K -207 -4%
CSPIA
219
Cary Street Partners Investment Advisory
Virginia
$145K +$4.49K +150 +3%
BBHC
220
Brown Brothers Harriman & Co
New York
$138K
AA
221
AlphaMark Advisors
Kentucky
$129K
BONH
222
Bank of New Hampshire
New Hampshire
$124K
HGERS
223
Householder Group Estate & Retirement Specialist
Arizona
$121K +$126K +4,222 New
AWM
224
Avior Wealth Management
Nebraska
$120K +$125K +4,185 New
EWM
225
Evermay Wealth Management
Virginia
$117K