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WisdomTree US SmallCap Dividend Fund

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