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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
$330K
TM
202
TigerOak Management
New Mexico
$330K
CTWM
203
Cherry Tree Wealth Management
Minnesota
$330K
SC
204
Savant Capital
Illinois
$329K +$319K +10,364 New
PI
205
PFG Investments
New York
$327K +$16.4K +532 +5%
PWMAG
206
Pinnacle Wealth Management Advisory Group
New Jersey
$325K -$7.7K -250 -2%
UPS
207
UHLMANN PRICE SECURITIES
Illinois
$324K -$143K -4,645 -31%
BFW
208
Brady Family Wealth
Missouri
$323K
MCM
209
MAI Capital Management
Ohio
$322K -$10K -326 -3%
DWM
210
Dakota Wealth Management
Florida
$317K -$31.9K -1,035 -9%
NS
211
NBC Securities
Alabama
$312K -$8.44K -274 -3%
GFA
212
Gallagher Fiduciary Advisors
Illinois
$311K +$2.46K +80 +0.8%
BMD
213
Better Money Decisions
New Mexico
$306K +$2.09K +68 +0.7%
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$303K -$4.93K -160 -2%
PSF
215
Pacific Sun Financial
California
$302K -$9.86K -320 -3%
FNT
216
First National Trust
Pennsylvania
$299K -$41K -1,331 -12%
MWP
217
Moller Wealth Partners
$289K
RA
218
Rockingstone Advisors
Massachusetts
$288K
AQR Capital Management
219
AQR Capital Management
Connecticut
$286K +$277K +8,995 New
PT
220
Plimoth Trust
Massachusetts
$283K -$13.3K -431 -5%
SFC
221
Strategic Financial Concepts
Texas
$267K -$5.73K -186 -2%
Invesco
222
Invesco
Georgia
$258K -$18.2K -592 -7%
CGH
223
Crossmark Global Holdings
Texas
$253K -$74.4K -2,415 -23%
WCP
224
Wick Capital Partners
Pennsylvania
$251K +$299K +9,722 +123%
BFG
225
Berger Financial Group
Minnesota
$250K