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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Sterling Investment Counsel
New York
$357K
TM
202
TigerOak Management
New Mexico
$357K +$368K +10,392 New
CWP
203
Cyndeo Wealth Partners
Florida
$352K +$363K +10,254 New
BFW
204
Brady Family Wealth
Missouri
$349K
OIA
205
OneDigital Investment Advisors
Kansas
$348K -$60.1K -1,699 -14%
RA
206
Rockingstone Advisors
Massachusetts
$346K +$88.4K +2,500 +33%
SOS
207
Silver Oak Securities
Tennessee
$345K +$357K +10,090 New
AA
208
Armis Advisers
Georgia
$342K +$353K +9,969 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$341K +$28.9K +817 +9%
GVAG
210
Great Valley Advisor Group
Delaware
$340K +$7.67K +217 +2%
PSF
211
Pacific Sun Financial
California
$338K -$8.49K -240 -2%
GFA
212
Gallagher Fiduciary Advisors
Illinois
$332K +$2.55K +72 +0.8%
PT
213
Plimoth Trust
Massachusetts
$322K
BMD
214
Better Money Decisions
New Mexico
$314K +$323K +9,134 New
MWP
215
Moller Wealth Partners
$312K -$42.5K -1,202 -12%
MFS
216
McNamara Financial Services
Massachusetts
$311K -$104K -2,953 -25%
MCM
217
MAI Capital Management
Ohio
$306K -$354 -10 -0.1%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$306K
HA
219
Huntleigh Advisors
Missouri
$305K +$315K +8,892 New
Invesco
220
Invesco
Georgia
$305K -$3.11K -88 -1%
SFC
221
Strategic Financial Concepts
Texas
$293K -$6.58K -186 -2%
SEP
222
Southland Equity Partners
Missouri
$292K -$11.2K -318 -4%
BFG
223
Berger Financial Group
Minnesota
$270K
WPC
224
Wedmont Private Capital
Pennsylvania
$269K +$35 +1 +0%
CASB
225
Cape Ann Savings Bank
Massachusetts
$268K -$4.42K -125 -2%