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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
201
Southland Equity Partners
Missouri
$319K -$4.88K -168 -2%
EWA
202
EP Wealth Advisors
California
$315K -$14.8K -509 -5%
GFA
203
Gallagher Fiduciary Advisors
Illinois
$302K +$2.12K +73 +0.8%
BRWA
204
B. Riley Wealth Advisors
Florida
$298K +$47.9K +1,651 +22%
SPC
205
Sigma Planning Corp
Michigan
$297K -$419K -14,420 -61%
JWCA
206
J.W. Cole Advisors
Florida
$288K +$46.7K +1,607 +22%
FPAS
207
Focus Partners Advisor Solutions
Missouri
$287K +$52.7K +1,814 +26%
PWMA
208
Pension & Wealth Management Advisors
Massachusetts
$285K +$56.4K +1,942 +28%
CCM
209
Colorado Capital Management
Colorado
$279K -$4.07K -140 -2%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$276K +$249K +8,573 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$269K -$16.9K -583 -7%
BFG
212
Berger Financial Group
Minnesota
$259K
CASB
213
Cape Ann Savings Bank
Massachusetts
$255K -$42.2K -1,452 -15%
GWM
214
Gray Wealth Management
Maine
$254K -$4.65K -160 -2%
VW
215
Vance Wealth
California
$249K
JWBC
216
John W. Brooker & Co
California
$248K -$465 -16 -0.2%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$245K +$8.34K +287 +4%
RJT
218
Raymond James Trust
Florida
$232K
SC
219
Savant Capital
Illinois
$230K +$208K +7,153 New
MFS
220
Madrona Financial Services
Washington
$230K -$40.3K -1,386 -16%
RA
221
Rockingstone Advisors
Massachusetts
$225K +$203K +7,000 New
AF
222
Allworth Financial
California
$221K +$33.4K +1,151 +20%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$219K +$58.3K +2,009 +42%
SF
224
Synovus Financial
Georgia
$218K +$197K +6,784 New
FG
225
Fiduciary Group
Georgia
$217K +$196K +6,740 New