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WisdomTree International SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$530K -$19.2K -274 -3%
MMA
102
Miracle Mile Advisors
California
$512K +$1.9K +27 +0.4%
CPO
103
Cerity Partners OCIO
New York
$501K -$71.5K -1,019 -12%
BEAM
104
Baker Ellis Asset Management
Washington
$501K +$512K +7,300 New
EFS
105
Essex Financial Services
Connecticut
$491K
IRC
106
Investors Research Corp
Georgia
$482K +$471K +6,710 +2,151%
LNWTC
107
Laird Norton Wetherby Trust Company
Washington
$479K
GW
108
GW & Wade
Massachusetts
$475K +$211 +3 +0%
EH
109
Equitable Holdings
New York
$457K +$175K +2,497 +60%
VCM
110
Viewpoint Capital Management
Washington
$444K
SAM
111
SignalPoint Asset Management
Missouri
$439K +$19K +271 +4%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$419K +$35.8K +510 +9%
BFG
113
Berger Financial Group
Minnesota
$405K -$34K -485 -8%
ASN
114
Advisory Services Network
Georgia
$403K +$31K +442 +8%
JIC
115
Joel Isaacson & Co
New York
$397K
SF
116
Summit Financial
New Jersey
$358K -$34.1K -486 -9%
TWM
117
Tradition Wealth Management
Minnesota
$350K -$2.6K -37 -0.7%
CCM
118
Coldstream Capital Management
Washington
$347K
PO
119
Private Ocean
California
$339K
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$338K +$106K +1,510 +44%
BAM
121
Belpointe Asset Management
Nevada
$329K -$24.1K -344 -7%
MFP
122
Meridian Financial Partners
Virginia
$329K -$7.3K -104 -2%
AWS
123
Atria Wealth Solutions
New York
$327K +$335K +4,770 New
1WM
124
1900 Wealth Management
Texas
$326K -$591K -8,424 -64%
Invesco
125
Invesco
Georgia
$317K -$33.2K -473 -9%