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WisdomTree International SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PO
126
Private Ocean
California
$263K -$22.2K -399 -8%
MG
127
Mather Group
Illinois
$257K
RJFSA
128
Raymond James Financial Services Advisors
Florida
$241K +$1K +18 +0.4%
BAM
129
Belpointe Asset Management
Nevada
$240K -$38.1K -686 -14%
CA
130
Calton & Associates
Florida
$239K +$229K +4,120 New
MWM
131
Modera Wealth Management
New Jersey
$232K -$101K -1,810 -31%
CPO
132
Cerity Partners OCIO
New York
$225K -$83.5K -1,503 -28%
JP Morgan Chase
133
JP Morgan Chase
New York
$219K +$210K +3,774 New
CA
134
Claro Advisors
Massachusetts
$219K +$210K +3,773 New
TWA
135
TCI Wealth Advisors
Arizona
$217K
WS
136
Wedbush Securities
California
$212K +$204K +3,666 New
CCM
137
Coldstream Capital Management
Washington
$211K +$203K +3,646 New
MLA
138
My Legacy Advisors
Oregon
$210K +$186K +3,352 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$208K
RIM
140
Rockbridge Investment Management
New York
$204K +$196K +3,523 New
Cerity Partners
141
Cerity Partners
New York
$204K +$195K +3,515 New
CRWM
142
Castle Rock Wealth Management
California
$203K -$127K -2,290 -41%
IA
143
IFP Advisors
Florida
$190K -$18.8K -338 -12%
PA
144
Parallel Advisors
California
$162K +$151K +2,722 +3,446%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$156K
PGAM
146
Princeton Global Asset Management
New Jersey
$145K +$111 +2 +0.1%
William Blair & Company
147
William Blair & Company
Illinois
$136K -$115K -2,077 -47%
MBFW
148
Morton Brown Family Wealth
Pennsylvania
$116K
HCM
149
Hollencrest Capital Management
California
$104K +$99.4K +1,789 New
MCC
150
Money Concepts Capital
Florida
$97.7K +$93.6K +1,685 New