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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
201
Verdence Capital Advisors
Maryland
$282K
MOS
202
MGO One Seven
Ohio
$281K -$23.8K -852 -8%
ADL
203
Asset Dedication LLC
California
$277K
BRWA
204
B. Riley Wealth Advisors
Florida
$270K +$11.2K +400 +4%
IWC
205
Integrated Wealth Concepts
Massachusetts
$267K -$21.2K -759 -8%
Lido Advisors
206
Lido Advisors
California
$256K +$248K +8,900 New
NA
207
NewEdge Advisors
Louisiana
$254K -$133K -4,760 -35%
MCP
208
Mirador Capital Partners
California
$254K +$3.4K +122 +1%
LPT
209
Legacy Private Trust
Wisconsin
$252K -$75.5K -2,708 -24%
MFS
210
Madrona Financial Services
Washington
$246K -$35.9K -1,288 -13%
GWM
211
Gray Wealth Management
Maine
$243K -$4.32K -155 -2%
BFG
212
Berger Financial Group
Minnesota
$232K
JWCA
213
J.W. Cole Advisors
Florida
$226K -$193K -6,921 -47%
JWBC
214
John W. Brooker & Co
California
$223K -$446 -16 -0.2%
VW
215
Vance Wealth
California
$222K
FPAS
216
Focus Partners Advisor Solutions
Missouri
$218K +$211K +7,559 New
AF
217
Allworth Financial
California
$207K -$21.4K -769 -10%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$206K +$22.5K +806 +13%
RA
219
Rockingstone Advisors
Massachusetts
$202K +$195K +7,000 New
SWP
220
Stratos Wealth Partners
Ohio
$201K +$195K +6,985 New
RJT
221
Raymond James Trust
Florida
$201K -$97.6K -3,500 -33%
GWM
222
Geneos Wealth Management
Colorado
$189K -$41K -1,471 -18%
HI
223
Harbour Investments
Wisconsin
$173K +$10.6K +382 +7%
OIA
224
Optimum Investment Advisors
Illinois
$163K
CT
225
Caldwell Trust
Florida
$158K