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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$32.3K -961 -8%
MCM
202
MAI Capital Management
Ohio
$334K +$52.5K +1,561 +18%
DAS
203
Dynamic Advisor Solutions
Arizona
$333K +$351K +10,430 New
SIC
204
Sterling Investment Counsel
New York
$332K
TM
205
TigerOak Management
New Mexico
$332K
CTWM
206
Cherry Tree Wealth Management
Minnesota
$332K -$6.63K -197 -2%
CGH
207
Crossmark Global Holdings
Texas
$331K +$349K +10,366 New
CWP
208
Cyndeo Wealth Partners
Florida
$328K
BFW
209
Brady Family Wealth
Missouri
$325K
NS
210
NBC Securities
Alabama
$323K +$340K +10,107 +101,070%
ASN
211
Advisory Services Network
Georgia
$316K -$17.9K -532 -5%
PSF
212
Pacific Sun Financial
California
$314K
PI
213
PFG Investments
New York
$312K -$26.9K -799 -8%
GFA
214
Gallagher Fiduciary Advisors
Illinois
$310K +$1.65K +49 +0.5%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$310K +$26.9K +800 +9%
BMD
216
Better Money Decisions
New Mexico
$306K +$15K +446 +5%
CICC
217
Capital Investment Counsel (Colorado)
Colorado
$300K -$45.8K -1,362 -13%
PT
218
Plimoth Trust
Massachusetts
$298K -$1.34K -40 -0.4%
MWP
219
Moller Wealth Partners
$290K
RA
220
Rockingstone Advisors
Massachusetts
$290K -$33.6K -1,000 -10%
HA
221
Huntleigh Advisors
Missouri
$284K +$168 +5 +0.1%
Invesco
222
Invesco
Georgia
$278K -$5.82K -173 -2%
SFC
223
Strategic Financial Concepts
Texas
$275K +$2.79K +83 +1%
SEP
224
Southland Equity Partners
Missouri
$265K -$6.79K -202 -2%
WCP
225
Wick Capital Partners
Pennsylvania
$252K +$265K +7,888 New