Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
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Biogeography and relationships within the Melanthera alliance:
A pan-tropical lineage (Compositae: Heliantheae: Ecliptinae)
Robert D. Edwards,1 Jason T. Cantley,2 Marian M. Chau,3 Sterling C. Keeley3 & Vicki A. Funk1
1 Department of Botany, National Museum of Natural History, Smithsonian Institution, Washington, 10th and Constitution Ave.,
Washington, D.C. 20560-0166, U.S.A.
2 Department of Biology, San Francisco State University, 1600 Holloway Ave., San Francisco, California 94132, U.S.A.
3 Department of Botany, University of Hawai‘i, Mānoa, 3190 Maile Way, Honolulu, Hawaii 96822, U.S.A.
Author for correspondence: Robert D. Edwards, bortedwards@gmail.com
DOI https://doi.org/10.12705/673.6
Abstract The taxonomic history of the Melanthera alliance is long and convoluted with many generic name changes and
requires a robust phylogeny to clarify taxonomic concepts within the group and to begin asking questions of its evolutionary
history. For a time, prevailing classifications placed all species in the genus Melanthera except for a handful of tetraploids
from the Hawaiian Islands being recognized as a distinct genus: Lipochaeta. Recent morphological revision has reopened
debate by proposing six genera: Apowollastonia, Echinocephalum, Lipotriche, and Melanthera, and two Pacific Island genera representing diploids (Wollastonia) and tetraploids (Lipochaeta), plus four closely related genera expected to fall outside
the alliance (Acunniana, Indocypraea, Lipoblepharis, Quadribractea). Here, we present the most comprehensive molecular
phylogeny to date of the taxa variously associated with Melanthera in order to test these competing generic limits and explore
the biogeographic history of this pan-tropical lineage. The data are consistent with six segregate genera, including the sinking of Hawaiian Islands members of Wollastonia (Melanthera) back into a broader concept of Lipochaeta, although there is
currently no recognized morphological synapomorphy to distinguish Lipochaeta s.l. from Wollastonia. Our results suggest
that the Melanthera alliance originated some time during the Pliocene or Pleistocene and a strong contemporary presence of
the alliance and closely related Ecliptinae outgroups in the Americas suggests that this region may have been the center of
origin with subsequent dispersal. We illustrate the difficulty of reconstructing the dispersal history of the remaining genera
and present the most parsimonious colonization hypotheses.
Keywords Apowollastonia; Asteraceae; Compositae; Echinocephalum; Ecliptinae; Hawaiian Islands; Lipochaeta; Lipotriche;
Pacific biogeography; Wedelia; Wollastonia
Supplementary Material The Electronic Supplement (Figs. S1 & S2) is available from https://doi.org/10.12705/673.6.S; files
for MCC tree and alignment matrix were deposited at TreeBase (http://purl.org/phylo/treebase/phylows/study/TB2:S22771)
INTRODUCTION
Although the integrity of the Compositae Giseke (= Asteraceae Bercht. & J.Presl.) has not been called into question since
its initial circumscription (Adanson, 1763, see Funk & al., 2009
chapter 1 for details), there have been numerous disagreements
about generic limits within the family. While some have been resolved, many remain unclear or in dispute, including relationships
within the subtribe Ecliptinae Less.—a monophyletic group of
48 genera and more than 420 species within the tribe Heliantheae
Cass. (Panero, 2007). The monophyly of the Ecliptinae is robust,
but relationships within and among genera remain poorly resolved (Panero & al., 1999), notably the limits and relationships
among taxa representing the informal Melanthera Rohr alliance
and their relationship to the closely related genera Blainvillea
Cass., Lipotriche R.Br., and Wedelia Jacq. (including taxa previously recognized as Aspilia Thouars). A review of taxonomic
concepts within the alliance can be found in both Wagner &
Robinson (2002) and Orchard (2013), and as it currently stands
these two studies represent the two primary competing morphologically based taxonomic hypotheses for the group:
H1: Two sister genera sensu Wagner & Robinson (2002)
(Lipochaeta DC. + Melanthera).
H2: Five smaller genera sensu Ochard (2013) (Apowollastonia Orchard + Echinocephalum Gardner + Lipochaeta + Lipotriche + Melanthera + Wollastonia DC. ex
Decne.).
The first hypothesis (Wagner & Robinson, 2002) takes
a simple approach in sinking all but the tetraploid Hawaiian
Islands species (Lipochaeta s.str.) into one large genus,
Melanthera. This amalgamates species from South, Central,
and North America, as well as Asia and the Pacific in an
unwieldy and rather uninformative framework. The second
hypothesis is the result of more recent work of Orchard (2013)
that, although primarily focused on Australian taxa, resulted in
broader generic implications and divisions across the alliance:
Melanthera was reduced to a few white-flowered species in
southeastern U.S.A., the Caribbean Islands, and the east coast
Article history: Received: 29 Jan 2018 | returned for (first) revision: 10 Mar 2018 | (last) revision received: 10 Apr 2018 | accepted: 11 Apr 2018 |
published: online fast track, 4 Jun 2018 ; in print and online issues, 6 Jul 2018 || Associate Editor: Alfonso Susanna || Published online “open-access”
under the terms of the Creative Commons Attribution 4.0 (CC-BY 4.0) License || © International Association for Plant Taxonomy (IAPT) 2018,
all rights reserved
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Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
of Mesoamerica and South America, while several small genera
were resurrected, being distributed widely from India through
the Indo-Pacific Islands to Japan. The tetraploid Hawaiian
Islands taxa were maintained as Lipochaeta per Wagner &
Robinson (2002), while all other Pacific taxa were placed in
Wollastonia. The novel genus Apowollastonia was created for
eight Australian taxa, and Wedelia, a sister genus to the alliance, was restricted to only taxa from the Americas and Africa.
In this paper we test both of these hypotheses, but for clarity
use the five-genus nomenclature of Orchard (2013) for the remainder of the introduction as it allows greater resolution for
discussion.
Work addressing these taxa is understandably difficult
with widespread dispersal across the tropics and many recent
local and endemic radiations. The taxonomic concepts outlined
above have been based on traditional morphological data and
address a number of species that are opportunistic colonizers and pioneers with high phenotypic plasticity yet poorly
divergent general morphologies (Panero & al., 1999) (Fig. 1).
These are all factors that have proven challenging to traditional
taxonomy and there is an expectation of non-monophyly or recircumscription when tested with molecular data. Some genetic
work has attempted to resolve regional subsets of these genera
(e.g., Panero & al., 1999) but species from the Pacific and the
Americas have been largely neglected as the work was based
on a limited taxonomic sampling (approximately one representative species from each genus) and several chloroplast loci.
While these data suggest a well-supported sister relationship
between Lipochaeta and Wollastonia, there is only weak support for Melanthera as sister to these, and for the placement of
these three genera in relation to the rest of the subtribe (nested
between a well-supported clade including Wedelia plus five
other genera, and the rest of the group). Poor resolution has
restricted our ability to adequately address generic limits across
the entire subtribe or understand the pan-tropical biogeographical connections within the group.
Hawaiian Islands Lipochaeta. — Of particular interest beyond the lump-or-split alternatives posed by the two
competing hypotheses outlined above is one commonality:
the restriction of the genus Lipochaeta to only tetraploid
Hawaiian Islands taxa. As currently understood, there are
16 endemic taxa with representatives on all eight of the main
islands and the Northwest Islands. They occupy a range of
habitats from coastal strand through dry shrubland/forests
to mesic forests or hanging valleys up to 1800 m elevation.
Seven are listed as endangered and an additional four species
are believed to have become extinct since the mid-twentieth
century (L. degeneri Sherff, Wollastonia bryanii (Sherff)
Orchard, W. perdita (Sherff) Orchard, W. populafolia (Sherff)
Orchard—Wagner & al., 1999). Traditionally all 16 species
have been placed in the genus Lipochaeta based both on morphological (Gardner, 1979) and secondary plant chemistry data
(Gardner & LaDuke, 1978). However, cytology, morphology,
and biochemistry has been also used to separate the taxa into
two groups: L. sect. Lipochaeta being tetraploids (n = 26),
with four corolla lobes, flavonols plus flavones; and sect.
Aphanopappus (Endl.) Benth. & Hook.f. being diploids (n =
15), with five corolla lobes and only flavonols. The combinations of these characters along with successful hybridization
experiments led to the hypothesis (H3) that tetraploid taxa
(L. sect. Lipochaeta) arose from hybridization between an
unknown Wollastonia-like (n = 15) ancestor and an unknown
Wedelia-like (n = 11) ancestor (Rabakonandrianina & Carr,
1981). Citing this suspected recent shared ancestry between
the tetraploid Lipochaeta and Wollastonia Wagner & Robinson
(2002) combined them, and in the process merged them into a
larger pan-tropical Melanthera genus. The competing concept
of Orchard (2013) retains the merging of diploid Hawaiian taxa
into Wollastonia s.str., but recognizes this as a genus distinct
from Melanthera. There is still uncertainty as to whether
the two Hawaiian Islands cytological groups should be represented as distinct genera or not, and until now this has not
been tested using molecular data.
Other taxa. — Orchard (2013) not only placed the diploid
Hawaiian Islands taxa in Wollastonia but also included four
narrowly distributed species of the Pacific and Pacific Rim
(Orchard, 2013), plus Wollastonia biflora (L.) DC. which is
widespread across islands and coastal areas in the Indo-Pacific
and Asia-Pacific regions. As relationships within the group
are unclear, these taxa may be closely related to any of a number of genera, most likely Apowollastonia, Echinocephalum,
Lipoblepharis Orchard, Lipotriche, or Melanthera. Of these,
two genera (previously considered Melanthera by Wagner &
Robinson, 2002) were described as distinct by Orchard (2013):
Apowollastonia with eight taxa restricted to Australia, and
Lipoblepharis with five species ranging from India to Indonesia,
China and Japan. Of the remaining taxa, Echinocephalum is a
monospecific genus (sensu Orchard, 2013) with E. latifolium
Gardner found in open damp savannas in Paraguay and Brazil,
Lipotriche includes 12 species found in mostly tropical areas
throughout Africa (Hind, 2014), and Melanthera s.str. contains
only three species all found in the southeastern United States,
one of which also occurs in the Caribbean and east coasts of
Central and South America. Orchard (2013) also detailed three
new monotypic Ecliptinae genera with close affinities to the
Melanthera alliance: Quadribractea Orchard from Malesia,
Acunniana Orchard from Australia, and Indocypraea Orchard
from Southeast Asia and India. Of these only Indocypraea is included in this study due to a lack of material for the other genera.
Dispersal. — Distributional patterns within the Ecliptinae
vary from narrowly endemic to widespread, and conspecifics or populations within species can be separated by large
distances. Achenes in some species of Wollastonia and
Lipochaeta are clearly water-dispersed and are associated with
beach and sea-cliff habitats across the Hawaiian Islands. For
example, Fig. 1J shows a dissected achene of L. integrifolia
(Nutt.) A.Gray with a well-developed light brown periderm
consisting of layers of cells enclosing large gas filled vacuoles
that facilitate buoyancy. Experiments conducted on the widespread W. biflora show that similarly buoyant achenes allow
for flotation for at least 90 days in seawater while retaining
30% viability (Nakanishi, 1988). Such viability suggests that
W. biflora (and perhaps other species in the alliance, e.g.,
L. integrifolia) could disperse over considerable distances
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and establish new populations. This ability has the potential to allow repeated dispersals, with divergence followed
by re-dispersal of taxa confounding simple reconstruction
of biogeographic origins and making the treatment of local
insular floras in isolation difficult. An unstable grasp of
phylogeny within the Ecliptinae, coupled with the diasporic
TAXON 67 (3) • June 2018: 552–564
distribution of the group has made inferring biogeographical
patterns difficult, especially within the Pacific where relationships are unclear (notably Lipochaeta and Wollastonia). As
currently understood, the closest relatives of these taxa are
North American (Panero & al., 1999), rather than from the
Australasian region.
Fig. 1. Photos of Pacific Ecliptinae taxa. A, Coastal limestone habitat in Guam of Wollastonia biflora showing B, Typical opposite-leaved phyllotaxy and ribbed stem; C, W. uniflora of New Caledonia of sand and lithified sand dune habitats; D, Lipochaeta integrifolia and E, L. rockii of
coastal sea cliffs on the Hawaiian Island of Moloka‘i; F, L. remyi of O‘ahu Island showing red involucral bracts; G, L. succulenta of Kaua‘i
Island; H, L. lobata of O‘ahu Island; I, L. kamolensis of Maui Island; J, A fruit cross-section of L. integrifolia, widespread across many Hawaiian
Islands, highlighting the outermost buoyant light-brown fruit tissue; K, An infructescence with prominent receptacular bracts each surrounding
a developing fruit/flower, and L, Typical coastal habitat, here from O‘ahu Island; M, Sphagneticola trilobata, is naturalized across the Hawaiian
archipelago and distantly related within the subtribe Ecliptinae. — Photos by J.T. Cantley, except C, which is used with permission from Gildas
Gâteblé. Scale bars: A, D & E: 10 cm; B, I & L: 3 cm; C, F–H, K & M: 2 cm; J = 0.5.
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Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
Aims. — In this study, we seek to address the generic
boundaries of the Pacific and North American taxa by closing
the gaps from previous studies and testing the two prevailing
taxonomic hypotheses (Hypotheses 1 and 2). This will allow
us to answer questions central to the origin of the Hawaiian
Islands and Pacific Ecliptinae Lipochaeta, Melanthera, and
Wollastonia including the hybrid origin of the tetraploid
Lipochaeta (Hypothesis 3) and the biogeographic origins of
Pacific taxa.
MATERIALS AND METHODS
Sampling and sequencing. — Plant material was obtained
from field collections in the early 1990s or between 2011 and
2013, and herbarium specimens (US, PTBG). Voucher specimens, when collected, were deposited at US, PTBG, and/or
HAW. DNA was extracted from 33 specimens representing
all 16 extant Hawaiian Islands species (including coverage
across some varieties), with a further 25 specimens representing all Asia, Pacific, and Neotropical species and some
African species of the alliance. Only two of eight Australian
Apowollastonia taxa were included. In addition, 28 specimens
representing 14 outgroup Ecliptinae genera were included
to better understand the position of the alliance within the
Ecliptinae. Two species of Montanoa Cerv. (Montanoinae)
were used as outgroups beyond the subtribe. Details of the
tissue collections are provided in Appendix 1. Vouchers for
all samples are indicated, but for many of the Hawaiian material no “direct voucher” was collected at the time of tissue
sampling. In some cases, these are rare or endangered species where there is insufficient material to permit the collection of a full herbarium sheet. Similar circumstances can
occur when full vouchers are destroyed during sampling,
lost, or are logistically impossible to obtain or transport. In
these instances, we have retrospectively designated “indirect
vouchers” (Funk & al., 2018). Here, if an herbarium voucher
specimen has been previously collected from the same locality
and authoritatively identified as the species corresponding to
the tissue sample then it is nominated as an indirect voucher.
Of the 33 Hawaiian Islands samples, 22 have been indirectly
vouchered, with 4 unable to be even indirectly validated. The
identification and designation of many of these is convoluted
(details are presented in Appendix 1) and the process behind
establishing indirect vouchers for this study and the general
need for nominating vouchers even when primary material is
unavailable is presented in Funk & al. (2018).
DNA samples were prepared by hand with leaves ground
in a mortar and pestle with liquid nitrogen, followed by extraction using a DNeasy Plant Mini Kit (Qiagen, Valencia,
California, U.S.A.). Samples older than 1990 and specimens
for which DNA preservation protocol was poor at the time
of collection were extracted using the QiaAmp DNA Stool
Mini Kit (Qiagen), following the manufacturer’s protocols with
modified volumes and a lengthened initial incubation period
of 2 hours at 70°C. Samples processed immediately after their
collection in the 1990s were extracted using a standard CTAB
protocol (Doyle & Dickson, 1987). DNA was sequenced for
two nuclear (ITS, ETS) and two chloroplast (trnH-psbA, trnQrps16) non-coding regions. The ITS and ETS markers have
relatively rapid rates of evolution and have been found to be
useful for phylogenetic studies in general, and in particular for
Asteraceae (Baldwin, 1992; Baldwin & Markos, 1998). The
full internal transcribed spacers 1 and 2 and the 5.8S nuclear
ribosomal DNA gene region (ITS) were amplified using the
primers ITS4 and ITS5 (after Markos & Baldwin, 2001; White
& al., 1990). The external transcribed spacer nuclear ribosomal
DNA gene region (ETS) was amplified using the primers ETShel-1 and 18S-ETS, which were specifically designed for the
ETS region in the Heliantheae (Baldwin & Markos, 1998).
The plastid psbA intron plus spacer was amplified using primers psbA and trnH, after Oxelman & al. (1997). trnQ-rps16
intergenic spacer was amplified using primers trnQ and rps16,
after Shaw & al. (2007).
All PCR reactions were performed with 25 µl of reaction
cocktail containing 12.75 µl of sterilized H 2O, 2.0 µl of 20 mM
dNTPs (Pharmacia Biotech, Piscataway, New Jersey, U.S.A.)
in an equimolar solution, 2.5 µl of 10× PCR reaction Buffer
A (Promega, Madison, Wisconsin, U.S.A.), 1.25 µl of 25 mM
MgCl2, 0.5 µl 10 mg/ml Bovine Serum Albumin (Sigma, St.
Louis, Missouri, U.S.A.), 1 µl of 10 mM of each of the two
primers, 0.5 µl Biolase Red Taq DNA polymerase enzyme
(Bioline, Taunton, Massachusetts, U.S.A.) and 4 µl of DNA
template. The final amount of DNA template and PCR reaction
cocktail and Taq was adjusted as necessary to generate sufficient PCR products for DNA sequencing. ITS amplifications
were performed on a Bio-Rad thermal cycler c1000 (Bio-Rad,
Hercules, California, U.S.A.) using an initial denaturing step
of 94°C, 2 min; followed by 35 cycles of (94°C, 1 min; 50°C,
1 min; 72°C, 2 min), then a final 72°C, 7 min elongation step.
Amplification of the ETS region was achieved using the same
PCR cycling program as the ITS region with a raised annealing temperature of 62°C. For the plastid trnQ-rps16 intergenic
spacer and psbA-trnH spacer the amplification program was an
initial denaturing step of 95°C, 2 min, followed by 35 cycles of
(95°C, 0.5 min; 57°C, 1 min; 72°C, 2 min) and a final elongation
step of 72˚C, 7 min. Samples were purified prior to sequencing using an Exo-Sap enzymatic PCR product pre-sequencing
protocol (USB) for 45 min.
A final volume of 8.2 µl was used for sequencing reactions. This consisted of 2.0 µl of sterilized H 2O, 3.2 µl of 1
mM primer and 3.0 µl of purified DNA template. Sequencing
was conducted at the Advanced Studies of Genomics,
Proteomics and Bioinformatics facility at the University of
Hawai‘i at Mānoa. All four loci were sequenced for all taxa
except Apowollastonia hirbernica (Kel930) which failed to
amplify for ITS. Sequences were edited using Sequencher
v.3.1.10 (Gene Codes, 1999) and aligned by MUSCLE (Edgar,
2004) using default parameters as implemented in MEGA
v.7 (Tamura & al., 2011). Alignments were then manually
inspected by eye and adjusted where necessary. Several indels
appeared potentially informative, but due to a lack of understanding of indel evolution and concerns about potential bias
in coding, all were left uncoded.
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Phylogenetic analyses. — A best-fit model (GTR + I + Γ)
was identified for all individual gene regions as well as the
combined nuclear dataset using the Akaike information criterion (AIC) in jModelTest v.2 (Posada & Crandall, 1998; Posada
& Buckley, 2004). To test for any significant conflict between
genes, trees for each individual gene as well as separate analyses for nuclear-only and chloroplast-only markers were constructed under a Bayesian model (BI) implemented in MrBayes
(Hueselenbeck & Ronquist, 2001) via the Cyber Infrastructure
for Phylogenetic Research (CIPRES) online portal (http://www.
phylo.org/). Comparison of topologies (Electr. Suppl.: Fig.
S1A–F) showed some unsupported incongruence between chloroplast loci. The concatenated ncDNA (faster evolving) is most
strongly congruent with the full combined analysis, recovering
monophyly of all ingroup genera (but with Apowollastonia
placed sister to Lipochaeta). Concatenated cpDNA shows less
resolution, and the unlikely placement of several outgroup taxa
(e.g., Blainvillea cunninghamii (DC.) Orchard, B. tenuicaulis
(Hook.f.) Benth & Hook.f. and Wedelia goyazensis Gardner)
within the ingroup, as well as the pushing of Echinocephalum +
Lipotriche outside the expected ingroup. These differences are
reflective of the individual loci, with both ncDNA markers returning similar relationships to the full dataset (with differences
between the two markers being the placement of Wollastonia inside or outside Echinocephalum + Lipotriche and Melanthera).
Individual cpDNA loci lack much resolution within Lipochaeta,
and the shuffling of clades and non-monophyly is especially
apparent in trnQ when compared to the other markers. Constant
across all partitions is the monophyly of Lipochaeta s.l., and the
two sections within it are recovered as monophyletic by both
ncDNA loci, with the exception of the placement of L. fauriei
H.Lév. This taxon (diploid, and sister to the polyploidy group in
the combined analysis) is conflicted between nuclear markers,
being nested deeply inside the diploid clade in ITS but within
the polyploid group for ETS, while sister to diploid taxon for
both ncDNA markers. Overall, recovery of five monophyletic
ingroup clades was generally consistent across all markers,
and with the concatenated dataset representing shared patterns from across these loci, it was used for further analyses.
Estimation of phylogeny under a maximum likelihood (ML)
model was implemented in RAxML v.7.0.4 (Stamatakis, 2006)
with nonparametric bootstrap replicates (1000) calculated with
the thorough bootstrap replicate option selected and allowing
all free model parameters to be estimated. For BI analysis in
MrBayes the concatenated dataset was subjected to Markov
Chain Monte Carlo (MCMC) sampling performed with two
replicates of four chains (one hot, three cold) each with a heating temperature of 0.2. Twenty-five million generations were
completed with sampling occurring every 1000 generations. A
discarded burn-in period was estimated by visually inspecting
plotted log likelihood values versus generation time to determine the point at which convergence had been reached using
Tracer v.1.5 (Rambaut & Drummond, 2009). The remaining
trees were combined in FigTree v.1.3.1 (Rambaut, 2009) to construct a consensus tree where Bayesian posterior probabilities
(PP) were calculated for internal node support of the resulting
phylogenetic reconstruction.
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Molecular clock analyses. — Divergence times were estimated using BEAST v.2.4.5 (Drummond & al., 2006; Bouckaert
& al., 2014) under two scenarios: (i) an analysis with all taxa,
and (ii) an analysis without the tetraploid Hawaiian Islands
Lipochaeta taxa. Tetraploid taxa were removed to assess the
potential effect of reticulate evolution on the inferred phylogenetic reconstructions and divergence times under a hypothesis
of a hybrid origin of these taxa. Two African taxa Lipotriche
richardsiae (Wild) D.J.N.Hind and L. scandens (Schumach.)
Orchard were removed from the BEAST analyses as when
they were included the topologies recovered were highly discordant from those using MrBayes and RAxML. Reasons for
this are unclear, but removal of these two taxa rectified the
issue, returning a topology consistent with the other methods.
Analyses both with and without Hawaiian polyploid taxa used
a fossil constraint and information on the ages of island in the
Hawaiian Archipelago for time calibration. The Compositae
generally lack trustworthy macrofossils that are useful for dating the family and its subdivisions, but an appropriate dated
macrofossil is available that dates the root of our tree to younger
than 0.5–45.0 Ma (Macphail & Hill, 1994; Martínez-Millán,
2010). The node representing all Hawaiian Islands taxa was
loosely constrained between 0.0 and 29.0 Ma based on the
estimated age of continuous emergent land suitable for colonization (Clague & al., 2010). For both analyses an .xml file
was generated with BEAUti v.2.4.5 (Bouckaert & al., 2014) and
edited allowing parameters to be estimated for each partition.
All sequence evolution priors were set as default except for the
tree shape, which was set to follow a birth-death speciation
process, and the parameters relating to a relaxed clock. The
substitution model was the same as used in MrBayes (GTR +
I + Γ) and an uncorrelated lognormal molecular clock with a
Yule prior was used for branch lengths. Several short runs
were performed to examine the optimal performance of the
prior and a final run of 30 million Markov Chain Monte Carlo
(MCMC) generations (sampled every 1000) was completed
for each analysis. Convergence of the stationary distribution
and effective sample sizes were checked by visual inspection
of plotted posterior estimates using the software Tracer v.1.5
(Rambaut & Drummond, 2009). After discarding the first 7500
trees as burn-in, the samples were summarized as a maximum
clade credibility tree using TreeAnnotator v.1.6.1 (Rambaut &
Drummond, 2009) with the posterior probability limit set to
0.5 and summarizing mean node heights. The results for both
runs were visualized using FigTree v.1.3.1 (Rambaut, 2009).
RESULTS
The phylogenetic reconstructions estimated under BI and
ML analyses showed significant topological congruence for
nodes with posterior probability (PP) > 0.5 and bootstrap (BS)
values > 50% so we present just the BI topology and indicate PP
values > 0.90 and BS values > 70 (Fig. 2A). Similarly, the two
BEAST molecular clock analyses (all taxa or with tetraploid
Hawaiian Islands taxa removed) were largely congruent in topology and estimated node ages, and showed only minor topological
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differences from the BI and ML analyses. The two dated analyses did not differ from each other in topology, but there were
minor differences in HPD node estimates. Differences between
the BEAST (dated) and BI/ML reconstructions include the positioning of the outgroup Eclipta L., which is nested considerably
deeper into the phylogeny in the dated analysis.
Broadly, the data show strong support for the monophyly of
subtribe Ecliptinae, and for much of the backbone of the phylogeny. Some of the relationships between the outgroup genera
have not previously been suggested, and there is also evidence
that Wedelia is polyphyletic as currently recognized: Wedelia
calycina Rich. falls into a clade that is the sister group of its
congeners along with species from a number of other genera,
and W. reticulata DC. nested even further away from these (Fig.
2A). Given the tortured history of Wedelia (Orchard, 2013), this
non-monophyly is not surprising. It should be noted that four
taxa previously considered Aspilia but currently considered
Wedelia sensu Orchard (W. subpetiolata (Baker) B.L.Turner,
W. kotschyi (Sch.Bip.) Soldano, and two unidentifiable to species level), form a distinct clade suggesting further investigation
of these relationships may support previous taxonomies. The
two other outgroup genera with multiple accessions form wellsupported monophyletic clades (Blainvillea, Lundellianthus
H.Rob.). The Melanthera alliance as a whole is sister clade
to the genus Perymenium Schrad. of western North America,
similar to the relationship recovered by Panero & al. (1999)
who found Perymenium + Lundellianthus to be the sister group,
but Lundellianthus is more distantly placed in our phylogeny.
Four main clades were recovered within the alliance:
(a) Echinocephalum + Lipotriche, (b) Lipochaeta + Hawaiian
Islands Wollastonia, (c) non-Hawaiian Islands Wollastonia,
and (d) Melanthera, with all but the relationship between
Lipochaeta and Wollastonia (BS of 64) well supported. These
results are not favourable for the ongoing recognition of a twogenus taxonomy (Hypothesis 1; Wagner & Robinson, 2002)
being more (but not entirely) consistent with the alternative
five-genus hypothesis of Orchard (2013). Contrary to both competing taxonomies, all Hawaiian Islands taxa are recovered as
a single well-supported lineage with tetraploids (Lipochaeta)
nested within the diploid clade (Wollastonia). The remaining
Pacific & Indian Ocean Wollastonia form a clade that is the sister group of the Hawaiian Islands species, with these two clades
sharing a most recent common ancestor with the white-flowered
North American Melanthera (Fig. 2A). African Lipotriche and
South American Echinocephalum form a well-supported clade
that is the sister group of the rest of the alliance. Of note is that
Indocypraea, a newly erected monotypic genus is nested well
within Wollastonia, the genus within which this taxon was
previously recognized.
The molecular clock analyses recovered the stem age of
all taxa from the Hawaiian Island as 0.73–1.79 million years,
Wollastonia s.l. (including Lipochaeta) as 1.19–1.79 million
years (Electr. Suppl: Fig. S2). The divergences that established
African Lipotriche + South American Echinocephalum and
southeast North American Melanthera are estimated to have
occurred 0.97–2.01 Ma and 0.58–2.01 Ma, and indicate that
Pacific lineages arose during the Pliocene or Pleistocene. Dates
for deeper divergences have considerably wider error margins,
with the emergence of the Ecliptinae estimated as sometime
during the mid to late Miocene.
DISCUSSION
Taxonomy within the alliance. — Our results do not favour
Hypothesis 1 and the broader generic concepts of Wagner &
Robinson (2002), with well-supported and well-defined clades
corresponding to previously recognized genera within their concept of Melanthera s.l. (Fig. 2B). Instead, relationships are more
closely congruent with those of Orchard (2013; Hypothesis 2)
with the exception that Hawaiian Islands members of the complex, currently recognized as belonging to two distinct genera
(Lipochaeta, Wollastonia), form a well-supported monophyletic group, but with one (Lipochaeta) rendering the other
(Wollastonia) paraphyletic (see below). Otherwise, members
of the alliance fall into five clearly recognisable and wellsupported clades: Hawaiian Wollastonia + Lipochaeta are the
sister group of the Pacific and Asian members of Wollastonia—
if all the Hawaiian members of Wollastonia are returned to
Lipochaeta then both genera are monophyletic. These clades
are diagnosable molecularly and geographically, with the
Hawaiian Island clade following a distinct evolutionary trajectory in isolation. Morphological diagnostics for Lipochaeta
and Wollastonia under this concept are not currently available, and further work addressing this would be useful for
field identification. The alternative—a sinking of Lipochaeta
into Wollastonia—results in a more readily diagnosable taxon
morphologically, however obscures molecular and geographic
resolution. While non-monophyletic relationships are acknowledged to be a property of early cladogenesis, decisions on assigning taxon rank above species are ultimately subjective. As
genera are an artificial construct, decisions on at what point
a lineage is sufficiently distinct are largely philosophical, and
the argument that morphological differences between the diploid and polyploidy taxa here (4-merous vs. 5-merous florets)
indicate a sufficient degree of differentiation for generic status is hard to support. Our data show little genetic difference
between the two groups, with separation clearly very recent,
and while isolation can be predicted by degree of molecular
divergence (Orr, 2005), no such rule exists for morphological differences. Similarly, while karyotypic differentiation
has certainly greatly reduced fertility between the two ploidy
groups, crosses are still possible (Rabakonandrianina, 1980),
and similar instances of recent isolation between other species of different ploidy within the tribe (e.g., the Helianthus
annuus L. complex; Kantar & al. 2014) are not considered worthy of generic status. The molecular data presented here support
the recognition of a combined genus of diploid plus polyploid
species, equivalent in divergence to their sister genera. We
take this, in combination with geographic unity and minimal
internal divergence, as evidence to refer to all the Hawaiian
Island taxa as Lipochaeta from here on. If distinction between
diploid and polyploid groups is desired, informal infra-generic
names already exist (diploid = sect. Aphanopappus; polyploid
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Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
monophyletic group, it renders Orchard’s broad concept of
Wollastonia s.l. paraphyletic with little advantage in erecting
additional genera in order to retain recognition. Even attempting to recognize the diploid Hawaiian Islands taxa alone as a
novel genus is problematic as our 4-locus and combined ncDNA
data suggest that Lipochaeta fauriei is more closely related to
the tetraploid taxa than the rest of the diploid group (although
there is conflict in this relationship between individual loci).
A return to a more inclusive classification and rejection of the
ploidy-based separation of Hawaiian Islands taxa requires no
nomenclatural changes and best represents the evolutionary
origins of the lineage as currently understood. These results do
not confirm a hybrid Lipochaeta (n = 15)-Wollastonia (n = 11)
origin for the tetraploid Lipochaeta (n = 26), with no obvious
phylogenetic conflict that would be consistent with divergent
parental origins. Any allopolyploid event would appear to have
likely involved members from within the Hawaiian Islands
Lipochaeta and their immediate ancestors, or be the result of
an autopolyploidization event with subsequent chromosome
loss. Polyploidy followed by descending dysploidy is welldocumented in the Compositae, including Heliantheae (Baldwin
& al., 2002; Watanabe & al., 2007; Semple & Watanabe, 2009).
Our data are based on a relatively modest set of loci and signatures of hybrid origin may well have been largely ameliorated
through multigenerational backcrossing to a Lipochaeta-like
lineage or concerted evolution of the markers sampled (Fuertes
Aguilar & al., 1999). Further investigation of hybrid origins
would benefit from high-throughput deep-sequencing methods.
The placement of diploid Lipochaeta fauriei as the sister taxon
to the tetraploid clade is intriguing and exploring the ancestry
of this relationship could prove fruitful. It should be noted that
L. fauriei is represented by an “indirect voucher” (Funk & al.,
2018) in our dataset and there is no way to definitively check
its identity.
At a finer scale, sampling of multiple individuals per
species reveals what appears to be non-monophyly in three
Hawaiian taxa, Lipochaeta lavarum (Gaudich) DC., L. lobata
(Gaudich.) DC., and L. succulenta (Hook. & Arn.) DC., with
each accession having a sister-relationship to a different species. Similarly, Wollastonia biflora is represented by four lineages that do not share a most recent common ancestor, and
geographic variation has previously been indicated in each
of these species with the recognition of distinct varieties. It
is possible that each lineage represents a parallel evolution of
a common morphotype in response to similar environmental
conditions resulting in non-sister cryptic species. This would
not be unlike the evolution of analogous morphotypes in response to similar niches during the process of adaptive radiation inferred in the related Silversword group, also found on
Fig. 2. A, Bayesian phylogenetic reconstruction for the informal Melanthera alliance and Ecliptinae outgroups. Circles above nodes represent
BI posterior probability (PP) and those below nodes are ML bootstrap support (BS), values are: black circles ≥ 0.95(PP)/95%(BS); dark grey
circles ≥ 0.85/85%; light grey circles ≥ 0.75/75%; white circles ≥ 0.70/70%. Taxonomy follows Orchard (2013) except for diploid Hawaiian Island
taxa which are recognized as Lipochaeta. Colored circles indicate polyphyletic taxa. B, Diagrammatic representations of the phylogeny under
the two competing taxonomic hypotheses tested are also presented. C, Map of the distribution of species colored according to the phylogeny.
D, Simplified phylogeny for Lipochaeta, Wollastonia, Apowollastonia, and Melanthera showing the four equally parsimonious dispersal hypotheses (H1–4 in text) with 3 dispersal events each denoted by red stars. Color of branches indicates region of occupation per the map in B. H =
Hawaiian Islands; A/P = Asia-Pacific; AU = Australia; AM = the Americas.
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= sect. Lipochaeta). As such, Lipochaeta (all Hawaiian Islands
taxa) is the sister taxon of Wollastonia, and the two are in turn
the sister clade to the Australian genus Apowollastonia, thus
forming a large well-defined Asia-Pacific clade. This AsiaPacific clade is the sister group of the white-flowered North
and Central American Melanthera clade. The earliest-diverging
clade of the alliance contains two monophyletic genera, the
monospecific Echinocephalum (South America) and Lipotriche
(Africa) and is the sister group of the rest of the Melanthera
alliance. Despite geographic separation, the close relationship
between the South American and African genera is perhaps
not surprising given a number of shared similarities in habitat
preference (open savannas) and close association with fresh
water. The placement of Indocypraea well within Wollastonia
is also not entirely surprising given that it has traditionally been
recognized in this genus, but is at odds with the findings of Ren
(2016) where, while other relationships are broadly congruent
with ours (e.g., a Wollastonia /Lipochaeta /Melanthera clade),
representatives of Indocypraea fall well outside the ingroup
as considered here.
The use of chloroplast loci only in the previous study
makes it hard to lend much weight to this less intuitive relationship, especially given the confused and possibly reticulate
origins of these genera, which would require nuclear data to
unravel. Further work on this taxon may help resolve this
conflict, but our results, combining both nuclear and plastid
loci, indicate that Wollastonia montana is best treated as a
morphologically anomalous species not warranting generic
status. Although we were unable to sample the two remaining genera described by Orchard (2013), a strong signal of
geographic regionalization predicts Acunniana to be closely
related to Apowollastonia with which it is partly sympatric,
while Lipoblepharis and Quadribractea could be expected
to align with Asian members of Wollastonia, the genus from
which they were recently separated. Other relationships across
outgroups representing the Ecliptinae subtribe are mostly
straightforward except for Wedelia where taxa fall into four
distinct clades rendering the genus highly paraphyletic. That
Wedelia may represent another complex taxonomic knot is not
unexpected (Wagner & Robinson, 2002; Orchard, 2012) and
it is hoped that increased sampling and representation of taxa
in future studies will be able to properly address relationships
within this group.
Pacific and Hawaiian islands taxa. — The recovery of a
well-supported monophyletic clade representing the Hawaiian
Islands members of the Ecliptinae (see above) is consistent
with a traditionally recognized single genus (Lipochaeta
sensu Gardner, 1979). While the tetraploid Lipochaeta appear
to have a single origin and form a moderately well supported
TAXON 67 (3) • June 2018: 552–564
TAXON 67 (3) • June 2018: 552–564
C.
D.
Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
(M08) Lipochaeta integrifolia Kaua‘i
(M11) Lipochaeta integrifolia Lana‘i
(M01) Lipochaeta integrifolia O‘ahu
(M02) Lipochaeta lavarum Lana‘i
(M09) Lipochaeta integrifolia Moloka‘i
(M15) Lipochaeta lavarum var. ovata Maui
(M100) Lipochaeta lavarum Kaho‘olawe
Hawaiian Islands
(M05) Lipochaeta subcordata Hawai‘i
(diploid)
(M13) Lipochaeta lavarum Maui
(M14) Lipochaeta lavaraum var. hillebrandiana Maui
(M21) Lipochaeta venosa Hawai‘i
(M12) Lipochaeta kamolensis East Maui
(M26) Lipochaeta subcordata Hawai‘i
(M10) Lipochaeta integrifolia Hawai‘i
(M22) Lipochaeta waimeaensis Kaua‘i
(M03) Lipochaeta micrantha var. exigua Kaua‘i
Lipochaeta
(M06) Lipochaeta tenuis O‘ahu
(M19) Lipochaeta tenuifolia O‘ahu
(M20) Lipochaeta tenuis O‘ahu
(M04) Lipochaeta remyi O‘ahu
(M39) Lipochaeta succulenta Hawai‘i
(M40) Lipochaeta succulenta Maui
(M31) Lipochaeta heterophylla Lana‘i
(M33) Lipochaeta lobata Maui
(M27) Lipochaeta connata var. acris Maui
(M29) Lipochaeta connata var. connata Kaua‘i
(M30) Lipochaeta heterophylla Moloka‘i
(M37) Lipochaeta rockii Moloka‘i
Hawaiian Islands
(M28) Lipochaeta connata var. acris Kaua‘i
(polyploid)
(M36) Lipochaeta rockii var. dissecta Maui
(M41) Lipochaeta succulenta Kaua‘i
(M32) Lipochaeta lobata O‘ahu
(M44) Lipochaeta fauriei Kaua‘i
(M23) Wollastonia biflora Japan
(M48) Wollastonia biflora Taiwan
Asia
(M82) Wollastonia dentata Taiwan
(M83) Wollastonia (Indocypraea) montana China
(M102) Wollastonia biflora Rapa Iti
Wollastonia
(M81) Wollastonia biflora PNG
(M103) Wollastonia biflora Marshall Islands
(M104) Wollastonia biflora Pohnpei
South Pacific
(M24) Wollastonia biflora var. canescens Guam
(M51) Wollastonia lifuana New Caledonia
(M101) Wollastonia lifuana New Caledonia
(Kel931) Apowollastonia stirlingii subsp. fontaliciana Apowollastonia
(Kel930) Apowollastonia hirbernica
Australia
(M47) Melanthra angustifolia Florida
(M54) Melanthera parvifolia Florida
Melanthera
(M53) Melanthera nivea Georgia
North America & Caribbean
(M52) Melanthera nivea Florida
(M69) Lipotriche scandens Uganda
(M73) Lipotriche scandens Madagascar
(M70) Lipotriche scandens Ghana
Lipotriche
(M72) Lipotriche triternata Namibia
Africa
(M79) Lipotriche rhombifolia Mali
(M80) Lipotriche scandens subsp. dregei Guinea
(M49) Echinocephalum latifolium Uruguay South America
(M50) Echinocephalum latifolium Brazil Echinocephalum
A.
H
A/P
H1
AU
AM
H
A/P
H2
AU
AM
H
A/P
H3
AU
AM
H
A/P
H4
AU
AM
sensu
Orchard (2013)
(M59) Perymenium berlandieri Mexico
(M66) Wedelia reticulata Puerto Rico
(M110) Wedelia reticulata Puerto Rico
(M67) Tilesia macrocephala Ecuador
(M60) Perymeniopsis ovalifolia Mexico
(M61) Riencourtia latifolia Brazil
(M87) Blainvillea gayana Botswana
(M88) Blainvillea acmella India
(M84) Blainvillea rhomboidea Africa
(M85) Blainvillea tenuicaulis Ecuador
(M86) Blainvillea cunninghamii Australia
(M55) Wedelia subpetiolata Brazil
(M71) Wedelia kotschyi Namibia
ex-Aspilia
(M75) Wedelia sp. Tanzania
(M76) Wedelia sp. Tanzania
(M58) Oyedaea boliviana Bolivia
(M63) Steiractinia sodiroi Ecuador
(M65) Wedelia calycina DR
(M109) Elaphandra patentipilis Colombia
(M68) Zexmenia virgulta Costa Rica
(M90) Wedelia brachylepis Brazil
(M91) Wedelia buphtalnifolia Argentina
(M89) Wedelia goyazensis Brazil
(M64) Wedelia acapulcensis Mexico
(M106) Lundellianthus guatemalensis Guatemala
(M107) Lundellianthus salvinii Guatemala
(M62) Sphagneticola trilobata O‘ahu
B.
sensu
Wagner &
Robinson
(2002)
Ecliptinae
outgroups
(naturalized from Central America)
(M57) Eclipta prostrata Virginia
M94 Montanoa hibiscifolia Kaua‘i
(naturalized from Mexico)
M95 Montanoa karwinskii Mexico
Montanoinae outgroups
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Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
the Hawaiian Islands (Baldwin, 2006). Alternatively, recent
island colonisation could lead to the nesting of distinct peripatric species in a phylogenetic reconstruction where gene
trees are incompletely sorted, or in a third scenario, where
there is gene exchange between a wide-ranging species and
local taxa via hybridization and potentially speciation with
gene-flow. All three possibilities would not be unexpected
given the nature of these species, but plausibility for the local
hybridization hypothesis is particularly strong in W. biflora, a
cosmopolitan and highly variable species with multiple accessions from across its geographic range clustering more closely
with other geographically proximal species than with each
other (Fig. 2C). Considerably more sampling and data are
required for any implications to be drawn here and one must
keep in mind that a number of the samples used in this study
do not have “direct vouchers” thus their species designation
could be questioned (Funk & al., 2018). Exploring which of
these processes may be at play in the Hawaiian Island taxa and
whether inter-species introgression explains regional paraphyly
in an otherwise widely distributed species such as W. biflora
would be of considerable interest from an evolutionary perspective while assisting in refining species level taxonomy
within the group, and the treatment of Indocyprea.
Biogeographic implications. — Our phylogenetic data
supports a strong biogeographic pattern of dispersal events
followed by localized radiations, with each genus within the
Melanthera alliance largely confined to a discrete region without overlapping distributions. Our data also shows that dates
for divergences between clades fall within the ages of all of the
land-masses under consideration, including currently emergent
Hawaiian Islands (< 6 Ma; Lim & Marshall, 2017) making any
region a plausible sink or source. It should be noted that one
of the two calibration points for the analysis was derived from
the age of the islands, although very loosely constrained. The
large number of Ecliptinae outgroups from the Americas gives
weight to the hypothesis that this was the centre of origin from
which the alliance arose, however resolving dispersal patterns
is problematic in any group with high long-distance dispersal
potential, without a good fossil record, and with no relevant
biogeographic calibration points (e.g., verifiable vicariance
events) especially when coupled with the possibility of extinction confounding correct ancestral reconstruction, or high
asymmetrical dispersal probability (Cook & Crisp, 2005).
Assuming an American origin for the group, the most parsimonious reconstruction for the history of Lipotriche, nested
between American clades, is the dispersal of an ancestor from
the Americas to Africa 0.72–0.97 Ma. While it is impossible to
rule out two separate instances of dispersal from Africa to the
Americas, or concurrent dispersal to Africa and South America
from another location where the group has subsequently become extinct, these scenarios require additional steps (although
see Crisp & al., 2011 for problems in assumption of parsimony
in biogeographic reconstruction). For the remaining colonization events, there are four most phylogenetically parsimonious
hypotheses each requiring three dispersal events (Fig. 2D), and
each with greater or lesser plausibility given what we know
about biogeography of the regions from other groups:
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TAXON 67 (3) • June 2018: 552–564
● H1 reconstructs dispersal from the Americas to
Australia, back through the Asia-Pacific and ultimately to the
Hawaiian Islands. Direct east-west dispersal from the Americas
to Australia is highly unusual (Cook & Crisp, 2005) requiring the traversal of long distances despite the direction being
generally favourable for equatorial ocean currents. Movement
from Australia into the Asia-Pacific is relatively frequent (Crisp
& al., 2009), and dispersal from Asia-Pacific to the Hawaiian
Islands is also consistent with the majority of Hawaiian Island
plant colonisations (Wagner & al., 1999; Keely & Funk, 2011).
● H2 also requires an initial dispersal to Australia and
then a subsequent colonization of the Hawaiian Islands followed by movement out into the Asia-Pacific region. This scenario suffers both from the low probability of a dispersal from
Australia directly to the Hawaiian Islands (approximately 5%
of studied dispersals—Wagner in prep.) and an extremely rare
dispersal event out of the Hawaiian Islands (fewer than a dozen
lineages—Baldwin & Wagner, 2010; Keeley & Funk, 2011).
Poor dispersal of endemic Hawaiian Island taxa may often be
the result of a loss of dispersal mechanisms (common to island
species), something that does not seem to have happened to
many members of the Melanthera alliance, including some
Hawaiian Island species (Lipochaeta) which have retained their
seed buoyancy chambers.
● H3 proposes an initial Americas to the Asia-Pacific
dispersal with subsequent colonisation of both Australia and the
Hawaiian Islands from there. This scenario benefits from individual movements of relatively short distances (South America
to Rapa Iti is almost half the distance of South America to
Australia), including the potential for island hopping through
the Pacific as a means of distribution to other regions, and is
the more common pathway in to the Hawaiian Islands as noted
in H2 above.
● H4 reconstructs dispersal directly from the Americas
to the Hawaiian Islands with two subsequent dispersal events
from there to Australia and to Asia-Pacific. This pathway requires shorter dispersal distances, and an initial movement
from the Americas to the Hawaiian Islands is consistent with
several other Compositae lineages most notably Bidens L.
(Ganders & al., 2000; Knope & al., 2012) and the Silversword
alliance (Baldwin & Wagner, 2010) where ancestry and dates
of divergence unequivocally support direct colonization from
the continent. But, the overall proportions of dispersal events
from the Americas to the Hawaiian Islands is relatively low
(North Temperate ~9%; Neotropical ~13%) (Wagner, in prep.)
and as with H2 this scenario suffers from the rarity of dispersal
events out of the Hawaiian Islands.
Even with the addition of supporting information and what
is known from other plant groups, any of the four hypotheses
outlined above are plausible. The authors are divided on whether
to favour H1 or H3, but in agreement that H4 is unlikely and
H2 is least probable. Clearly long-distance dispersal has happened multiple times, but without knowing the probability of
each hypothesized event, determining the most likely scenario
can be subjective. Developing probabilistic mathematical models for dispersal events from data across plant groups, taking
into account direction, time-frame, size of sinks and sources,
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Edwards & al. • Melanthera alliance biogeography and relationships (Compositae)
and hypothesized dispersal mechanisms would be valuable
for predicting or reconstructing movement across regions for
these taxa and other lineages. Additionally, it should be noted
that recently described taxa (Orchard, 2013) not sampled in this
study—namely Acunniana (Australia), Lipoblepharis (India
to Japan) and Quadribractea (Malesia) plus the seven nonsampled taxa of Apowollastonia (Australia) could further confuse or help clarify any current interpretation of the dispersal
patterns if included in future studies.
CONCLUSIONS
A stable taxonomy is beginning to emerge for the
Melanthera alliance at a generic level, with progress toward a
better understanding of the Ecliptinae as a whole. We support
the recognition of five genera: Lipochaeta as a genus of all
species endemic to the Hawaiian Islands, Wollastonia including
the Asia, Indian Ocean and southern Pacific taxa, Melanthera
from southeastern U.S.A. and coastal areas of the Caribbean,
southern and meso-America, Lipotriche from Africa, and
Echinocephalum from South America. We can neither support
nor reject a hybrid origin for the tetraploid Lipochaeta from
any ancestor outside the Hawaiian Islands Lipochaeta group.
Even with good phylogenetic resolution we encounter difficulty
in reconstructing biogeographic origins for highly dispersed
taxa with few lines of complimentary evidence, although an
American origin for the alliance as a whole appears most likely.
Numerous non-monophyletic species suggest that establishing a
completely stable taxonomy may continue to prove problematic,
but further research into these species has the potential to derive
many interesting questions about gene flow and species identity
in a highly mobile group spread across geographic regions. The
framework we provide is important both for identifying areas
that require improved sampling, and for refining and testing
hypotheses of the biogeography and evolution of this complex
and dynamic group of plants.
AUTHOR CONTRIBUTIONS
VAF conceived, designed and funded the project. Fieldwork was conducted by VAF, SCK, JTC, and MMC, lab work by SCK, and data
alignment and analysis by JTC and RDE. The manuscript was written
by RDE and JTC with contributions from VAF. — RDE, http://orcid.
org/0000-0002-4993-2453: SCK, http://orcid.org/0000-0003-1581-6478;
VAF, http://orcid.org/0000-0002-7975-1450
ACKNOWLEDGEMENTS
The authors thank Gildas Gâteblé (Jardin de IAC St.-Louis, New
Caledonia), Jun Wen (Smithsonian Institution) and Kuo-Fang Chung
(National Taiwan University, Taiwan) for providing field collections, Peter C. Jobson (Northern Territory Herbarium [NT], Alice
Springs, Australia) and Christopher T. Martine (Bucknell University,
Lewisburg, Pennsylvania, U.S.A.) for assisting in and support of
Apowollastonia collections, Raymund Chan and Carol Kelloff
(Smithsonian Institution) for the Apowollastonia sequencing work,
Warren Wagner (Smithsonian Institution) for insightful comments
and discussion of the manuscript, and two anonymous reviewers for
their time.
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Appendix 1. Taxa and GenBank accession numbers for specimens studied.
Voucher data are in the following format: taxon name, extraction number (for reference across studies), country, locality, collector and collection number
(with asterisk if indirect voucher), original collection information if indirect voucher was required, ITS, ETS, trnH-psbA, trnQ-rps16 GenBank accession
number. All sequences were newly obtained for this study.
Apowollastonia hirbernica Orchard, Kel930, Australia, Northern Territory: Limmen National Park, J. Cantley & al. 1117 (US), N/A, –, MH151956,
MH152044, MH152219; Apowollastonia stirlingii subsp. fontaliciana Orchard, Kel931, Australia, Northern Territory: Standley Chasm Trail, J. Cantley
& al. 1118 (US), N/A, MH152132, MH151957, MH152045, MH152220; Blainvillea acmella (L.) Philipson, M88, India, Punjab: Topi Park, R.R. Stewart
15114 (US), N/A, MH152213, MH152038, MH152126, MH152301; Blainvillea cunninghamii (DC.) Orchard, M86, Australia, Queensland: Roko Island,
B.M. Waterhouse 6351 (US), N/A, MH152211, MH152036, MH152124, MH152299; Blainvillea gayana Cass., M87, Botswana, Ngamiland, P.A. Smith 5696
(US), N/A, MH152212, MH152037, MH152125, MH152300; Blainvillea rhomboidea Cass., M84, Brazil, Espirito Santo Reserva Florestal de Linhares ex
Africa, D.A. Folli 2611 (US), N/A, MH152209, MH152034, MH152122, MH152297; Blainvillea tenuicaulis (Hook.f.) Benth & Hook.f., M85, Ecuador,
Galapagos: Albemarle Island, J.T. Howell 9487 (US), N/A, MH152210, MH152035, MH152123, MH152298; Echinocephalum latifolium Gardner, M49,
Uruguay, Paysandu: near Uruguay River, M. Bonifacino & al. 4291 (US), N/A, MH152178, MH152003, MH152091, MH152266; Echinocephalum latifolium
Gardner, M50, Brazil, Bahia: Salvador, M.B.B. Alves 27 (US), N/A, MH152179, MH152004, MH152092, MH152267; Eclipta prostrata (L.) L., M57, U.S.A.,
Virginia: Falls Church, V.A. Funk 12780 (US), N/A, MH152185, MH152010, MH152098, MH152273; Elaphandra patentipilis (S.F.Blake) Pruski & G.P.
Mèndez, M109, Colombia, Narino Ricuarte Mun, T.B. Croat 71511 (US), N/A, MH152149, MH151974, MH152062, MH152237; Indocypraea montana
(Blume) Orchard, M83, China, Guangxi: Guilin, E.S. Chow & Wan 79087 (US), N/A, MH152208, MH152033, MH152121, MH152296; Lipochaeta connata
var. acris (Sherff) W.L.Wagner & H.Rob., M27, U.S.A., Hawaii (Maui) Canyon E of Iao Needle, R.W. Hobdy 2083* (BISH), R. Hobdy & S. Keeley s.n.: near
Iao Needle, Mar 1993, MH152163, MH151988, MH152076, MH152251; Lipochaeta connata var. acris (Sherff) W.L.Wagner & H.Rob., M28, U.S.A., Hawaii
(Kaua‘i) Kalalau Valley: Kalalau Trail from Hanakapiai to Hoolulu, T. Flynn 424* (PTBG), S. Keeley s.n.: Kauai Kalalau trail past Hanakapiai, Apr 1993,
MH152164, MH151989, MH152077, MH152252; Lipochaeta connata var. connata (Gaudich.) DC., M29, U.S.A., Hawaii (Kaua‘i) Waimea Canyon: Koaiae
River 1–2 miles upstream from Lonomea Shelter, Lorence & al. 6774* (PTBG), S. Keeley s.n.: Waimea Canyon, Jul 1992, MH152165, MH151990, MH152078,
MH152253; Lipochaeta fauriei H.Lév., M44, U.S.A., Hawaii (Kaua‘i) Haeleele Ridge, Wood & Lau & Perlman 271* (PTBG), N/A, Puu ka Pele Forest
Reserve Haeleele Ridge, MH152175, MH152000, MH152088, MH152263; Lipochaeta heterophylla A.Gray, M30, U.S.A., Hawaii (Moloka‘i) Moomomi
Beach, Hobdy & Keeley & Baker 3577 (US), N/A, MH152166, MH151991, MH152079, MH152254; Lipochaeta heterophylla A.Gray, M31, U.S.A., Hawaii
(Lana‘i) Keamoku Rd, Hobdy & Keeley & Baker 3578 (US), N/A, MH152167, MH151992, MH152080, MH152255; Lipochaeta integrifolia (Nutt.) A.Gray,
M01, U.S.A., Hawaii (O‘ahu) Kaena Point, V.A. Funk, M.M. Chow, J. Cantley & B. Gagne 12784* (US), S. Keeley & J. Obata 4567: Kaena Point 31, Mar
1992, MH152133, MH151958, MH152046, MH152221; Lipochaeta integrifolia (Nutt.) A.Gray, M08, U.S.A., Hawaii (Kaua‘i – collected O‘ahu) Bishop
Museum: Atherton Halau, J. Lau 1807* (BISH), S. Keeley s.n.: Waimea Falls Park from cutting #74c2094A, 27 Apr 1992, MH152139, MH151964, MH152052,
MH152227; Lipochaeta integrifolia (Nutt.) A.Gray, M09, U.S.A., Hawaii (Moloka‘i) Moomomi Beach, E. Rabakonandrianina RB107* (BISH), R. Hobdy
& S. Keeley s.n.: Moomomi Beach, 2 Mar 1993, MH152140, MH151965, MH152053, MH152228; Lipochaeta integrifolia (Nutt.) A.Gray, M10, U.S.A.,
Hawaii (Hawai‘i) South Point, C. Corn ESP224* (BISH), S. Keeley s.n.: Hawaii Isl. South Point, Jul 1992, MH152141, MH151966, MH152054, MH152229;
Lipochaeta integrifolia (Nutt.) A.Gray, M11, U.S.A., Hawaii (Lana‘i) Poaiwa, O. Degner 28377* (US), R. Hobdy, S. Keeley & Baker s.n.: Kukui Point, Mar
1993, MH152150, MH151975, MH152063, MH152238; Lipochaeta kamolensis O.Deg. & Sherff, M12, U.S.A., Hawaii (Maui) Kahikinui: West slope of
Kamole Gulch, R.W. Hobdy 2293* (BISH), R. Hobdy & S. Keeley s.n.: Maui Kamole Gulch, 26 Mar 1993, MH152152, MH151977, MH152065, MH152240;
Lipochaeta lavarum (Gaudich.) DC., M02, U.S.A., Hawaii (Lana‘i) Kahea Gulch, D. Orr s.n.* (BISH), S. Keeley s.n.: Waimea Falls Park from seedlot
#89s47, 27 Apr 1992; original collection from Kahia Lanai, MH152134, MH151959, MH152047, MH152222; Lipochaeta lavarum (Gaudich.) DC., M100,
U.S.A., Hawaii (Kaho‘olawe) Makawao District, K.R. Wood, S. Perlman, J. Lau & C. Rowland 1719 (PTBG), N/A, MH152142, MH151967, MH152055,
MH152230; Lipochaeta lavarum (Gaudich.) DC., M13, U.S.A., Hawaii (Maui) Lihua Peak lower slopes above Puuhipa, R.W. Hobdy 878* (BISH), W. Char
s.n.: West Maui, May 1993, MH152153, MH151978, MH152066, MH152241; Lipochaeta lavarum var. hillebrandiana Sherff, M14, U.S.A., Hawaii (Maui)
Hanaula Rd, R.W. Hobdy s.n.* (US), R. Hobdy & S. Keeley s.n.: Kings Trail at Hanaula Rd, 31 Mar 1993, MH152154, MH151979, MH152067, MH152242;
Lipochaeta lavarum var. ovata Sherff, M15, U.S.A., Hawaii (Maui) South Coast: West end of Kanaio Beach, R.W. Hobdy 1285* (BISH), R. Hobdy & S.
Keeley s.n.: Maui Kanaio pop2, Apr 1993, MH152155, MH151980, MH152068, MH152243; Lipochaeta lobata (Gaudich.) DC., M32, U.S.A., Hawaii (O‘ahu)
Kaena Point, W.N. Takeuchi 2007* (BISH), S. Keeley & J. Obata 4555: Kaena Point, 31 Mar 1992, MH152168, MH151993, MH152081, MH152256; Lipochaeta
lobata (Gaudich.) DC., M33, U.S.A., Hawaii (Maui) Hanaula Rd, R.W. Hobdy s.n.* (BISH), R.W. Hobdy & S. Keeley: Hanaula Rd Jct Hawaiian Trail, Mar
1993, MH152169, MH151994, MH152082, MH152257; Lipochaeta micrantha var. exigua (O.Deg. & Sherff) R.C.Gardner, M03, U.S.A., Hawaii (Kaua‘i)
Hoary Head Range, T. Flynn 735* (PTBG), S. Keeley s.n.: Waimea Falls Park from cutting #90531, 27 Apr 1992; original collection by Perlman: Kauai, 5
Jul 1990, MH152135, MH151960, MH152048, MH152223; Lipochaeta remyi A.Gray, M04, U.S.A., Hawaii (O‘ahu) Kealia Trail above Dillingham Airfield,
T. Flynn 783* (PTBG), S. Keeley & J. Obata 4573: Kealia Trail, 31 Mar 1992, MH152136, MH151961, MH152049, MH152224; Lipochaeta rockii Sherff,
M37, U.S.A., Hawaii (Moloka‘i) Kamiloloa, R.W. Hobdy 892* (BISH), R.W. Hobdy & S. Keeley s.n.: Kamiloloa Rd 210m, Mar 1993, MH152171, MH151996,
MH152084, MH152259; Lipochaeta rockii var. dissecta Sherff, M36, U.S.A., Hawaii (Maui) Makena District: Puu o Kali near Poolenalena, R.W. Hobdy
& S. Keeley 3584 (US), N/A, MH152170, MH151995, MH152083, MH152258; Lipochaeta subcordata A.Gray, M05, U.S.A., Hawaii (Hawai‘i) Pohakuloa
Training Area between Mauna Loa and Mauna Kea, J. Davis 299* (BISH), S. Keeley s.n.: from Waimea Falls Park cutting #79c562, 27 Apr 1992; original
collection from Pohakuloa, MH152137, MH151962, MH152050, MH152225; Lipochaeta subcordata A.Gray, M26, U.S.A., Hawaii (Hawai‘i) Pohakuloa
Training Area Bobcat Trail, S. Garner 1a* (US), S. Garner & S. Keeley s.n.: Pohakuloa Bobcat Trail pop2, Apr 1993, MH152162, MH151987, MH152075,
MH152250; Lipochaeta succulenta (Hook. & Arn.) DC., M39, U.S.A., Hawaii (Hawai‘i) Hilo: margins of Lokoaka pond, R.L. Stemmermann 7190* (BISH),
S. Keeley s.n.: Hilo fishpond, Apr 1993, MH152172, MH151997, MH152085, MH152260; Lipochaeta succulenta (Hook. & Arn.) DC., M40, U.S.A., Hawaii
(Moloka‘i) Wailau Valley, F.R. Fosberg 9663* (BISH), P. Welton s.n.: Wailau Valley, Feb 1993, MH152173, MH151998, MH152086, MH152261; Lipochaeta
succulenta (Hook. & Arn.) DC., M41, U.S.A., Hawaii (Kaua‘i) Kipu Kai on sand above beach, A.M. Alexander & L. Kelloff 5335* (BISH), S. Keeley s.n.:
NTBG from cutting #89085, Apr 1993; original collection by K. Lilleeng-Rosenberge: Kipukai, 18 Oct 1989, MH152174, MH151999, MH152087, MH152262;
Lipochaeta tenuifolia A.Gray, M19, U.S.A., Hawaii (O‘ahu) Waianae Kai, J. Obata s.n.* (PTBG), J. Obata & Fenstenacher s.n.: Waimea Falls Park from
cutting #79c561; original collection: Waianae Kai with no voucher, 8 May 1992, MH152156, MH151981, MH152069, MH152244; Lipochaeta tenuis O.Deg.
& Sherff, M06, U.S.A., Hawaii (O‘ahu) Waianae Mts, S. Perlman 5647* (PTBG), S. Keeley s.n.: Waimea Falls Park from seedlot #905466, 22 Apr 1992;
original collection by Perlman s.n., 21 Jul 1992, MH152138, MH151963, MH152051, MH152226; Lipochaeta tenuis O.Deg. & Sherff, M20, U.S.A., Hawaii
(O‘ahu) Waianae Kai: slope of Kaala, J. Obata s.n.* (PTBG), J. Obata & Fenstenacher s.n.: Waianae Kai near Kolekole, Mar 1992., MH152157, MH151982,
MH152070, MH152245; Lipochaeta venosa Sherff, M21, U.S.A., Hawaii (Hawai‘i) Sth Kohala District: Cinder cone across hwy from Nohonaohe Nth of
old Aalii pumping station, J. Davis 712* (BISH), S. Garner & S. Keeley s.n.: Nohonohae, Apr 1993, MH152158, MH151983, MH152071, MH152246;
Lipochaeta waimeaensis H.St.John, M22, U.S.A., Hawaii (Kaua‘i) Waimea Canyon: 3 miles below junction of Waimea and Kekaha roads below old canyon
rim, S. Perlman 11790* (PTBG), T. Flynn & S. Keeley s.n.: Waimea Canyon Aug 1992, MH152159, MH151984, MH152072, MH152247; Lipotriche rhombifolia (O.Hoffm. & Muschl.) D.J.N.Hind, M79, Mali, Fodobougou, B. Carre & al. ML311 (US), N/A, MH152204, MH152029, MH152117, MH152292;
Lipotriche scandens (Schumach.) Orchard, M70, Ghana, Kibi, M. Merello & al. 1222 (US), N/A, MH152198, MH152023, MH152111, MH152286; Lipotriche
scandens subsp. dregei (DC.) Orchard, M80, Guinea, Nzerekore, A. Haba & F. Soropogui s.n. (US), N/A, MH152205, MH152030, MH152118, MH152293;
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Appendix 1. Continued.
Lipotriche scandens (Schumach.) Orchard, M69, Uganda, Kyadondo County: West Mengo Kanyanya Valley, P.K. Rwaburindore 1136 (US), N/A, MH152197,
MH152022, MH152110, MH152285; Lipotriche scandens (Schumach.) Orchard, M73, Tanzania, Kigoma, Y.S. Abeid 3545 (US), N/A, MH152201, MH152026,
MH152114, MH152289; Lipotriche triternata (Klatt) Orchard, M72, Namibia, Kunene, E.S. Klassen & al. 1950 (US), N/A, MH152200, MH152025,
MH152113, MH152288; Lundellianthus guatemalensis (Donn.Sm.) Strother, M106, Guatemala, Peten Dept, E. Contreras 10555 (US), N/A, MH152147,
MH151972, MH152060, MH152235; Lundellianthus salvinii (Hemsl.) Strother, M107, Guatemala, Sacatepequez Dept, A.L. Norrbom 90G-6 (US), N/A,
MH152148, MH151973, MH152061, MH152236; Melanthera angustifolia A.Rich., M47, U.S.A., Florida: Marathon Key, W.C. Allen 86 (US), N/A, MH152176,
MH152001, MH152089, MH152264; Melanthera nivea (L.) Small, M52, U.S.A., Florida: Key Largo, W.C. Allen 72 (US), N/A, MH152181, MH152006,
MH152094, MH152269; Melanthera nivea (L.) Small, M53, U.S.A., Georgia: Jekyll Island, M.T. Strong 4106 (US), N/A, MH152182, MH152007, MH152095,
MH152270; Melanthera parvifolia Small, M54, U.S.A., Florida: Porter Russell Pinelands, W.C. Allen 50 (US), N/A, MH152183, MH152008, MH152096,
MH152271; Montanoa hibiscifolia Benth., M94, Hawaii, ex Mexico (naturalized in Hawaii), D.H. Lorence 6676 (US), N/A, MH152217, MH152042,
MH152130, MH152305; Montanoa karwinskii DC., M95, Mexico, Jalisco, V.A. Funk & A. Delgado 12602 (US), N/A, MH152218, MH152043, MH152131,
MH152306; Oyedaea boliviana Britton, M58, Bolivia, La Paz Vilaque, S.G. Beck 28256 (US), N/A, MH152186, MH152011, MH152099, MH152274;
Perymeniopsis ovalifolia (A.Gray) H.Rob., M60, Mexico, Puebla, J. Amith 1725 (US), N/A, MH152188, MH152013, MH152101, MH152276; Perymenium
berlandieri DC., M59, Mexico, Puebla, J.B. Fay & A. Cronquist 120 (US), N/A, MH152187, MH152012, MH152100, MH152275; Riencourtia latifolia
Gardner, M61, Brazil, Tocantins: Ilhado Bananal Parque Nacional do Araguaina, M. Aparecida de Silva & al. 3983 (US) N/A, MH152189, MH152014,
MH152102, MH152277; Sphagneticola trilobata (L.) Pruski, M62, U.S.A., Univ. of Hawaii Manoa, M.M. Chau 50 (HAW), N/A, MH152190, MH152015,
MH152103, MH152278; Steiractinia sodiroi (Hieron.) S.F.Blake, M63, Ecuador, Pinchincha, G. Webster & al. 31302 (US), N/A, MH152191, MH152016,
MH152104, MH152279; Tilesia macrocephala (H.Rob.) Pruski, M67, Ecuador, Loja, J.J. Pipoly 6374 (US), N/A, MH152195, MH152020, MH152108,
MH152283; Wedelia acapulcensis Kunth, M64, Mexico, Co’ahuila, Henrickson, Riskind & al. 22571 (US), N/A, MH152192, MH152017, MH152105,
MH152280; Wedelia brachylepis Griseb., M90, Brazil, Mato Grosso do Sul: Puerto Murtinho, Hatschbach & al. 76562 (US), N/A, MH152215, MH152040,
MH152128, MH152303; Wedelia buphtalnifolia Lorentz, M91, Argentina, Cordoba, Villafane 198 (US), N/A, MH152216, MH152041, MH152129, MH152304;
Wedelia calycina Rich., M65, Dominican Rep, Altagracia, P. Acevedo & al. 14117 (US), N/A, MH152193, MH152018, MH152106, MH152281; Wedelia
goyazensis Gardner, M89, Brazil, Bahia: Fazendo do Conde, Hatschbach & al. 75647 (US), N/A, MH152214, MH152039, MH152127, MH152302; Wedelia
kotschyi, (Sch.Bip.) Soldano, M71, Namibia, Caprivi, G.L. Maggs GM-723 (US), N/A, MH152199, MH152024, MH152112, MH152287; Wedelia reticulata
DC., M110, Puerto Rico, Aguadilla Bo. Caimital Bajo, P. Acevedo 13441 (US), N/A, MH152151, MH151976, MH152064, MH152239; Wedelia reticulata
DC., M66, Puerto Rico, Aguadilla, P. Acevedo & al. 13441 (US), N/A, MH152194, MH152019, MH152107, MH152282; Wedelia sp.1, M75, Tanzania,
Kigoma, Y.S. Abeid 3553 (US), N/A, MH152202, MH152027, MH152115, MH152290; Wedelia sp.2, M76, Tanzania, Kigoma, Y.S. Abeid 3554 (US), N/A,
MH152203, MH152028, MH152116, MH152291; Wedelia subpetiolata (Baker) B.L.Turner, M55, Brazil, Minas Gerais, J.R. Pirani 4102 (US), N/A, MH152184,
MH152009, MH152097, MH152272; Wollastonia biflora (L.) DC., M102, French Polynesia, Austral Islands: Rapa, S. Perlman 18031 (PTBG), N/A,
MH152144, MH151969, MH152057, MH152232; Wollastonia biflora (L.) DC., M103, Marshall Islands, Kwajalein, A. Whistler & O. Steele 11210 (PTBG),
N/A, MH152145, MH151970, MH152058, MH152233; Wollastonia biflora (L.) DC., M104, Federated States of Micronesia, Pohnpei: U Municipality Nanisou,
A. Dores 184 (PTBG), N/A, MH152146, MH151971, MH152059, MH152234; Wollastonia biflora (L.) DC., M23, U.S.A., PTBG Garden ex Okinawa, K.
Woolliams 165* (PTBG), S. Keeley s.n.: NTBG, 27 Apr 1992; original collection: Okinawa Japan, MH152160, MH151985, MH152073, MH152248; Wollastonia
biflora (L.) DC., M48, Taiwan, Taitung Hsien, C-H. Liu 680 (US), N/A, MH152177, MH152002, MH152090, MH152265; Wollastonia biflora (L.) DC.,
M81, Papua New Guinea, Morobe Province: Salamaua Peninsula, J. Wen 12270 (US), N/A, MH152206, MH152031, MH152119, MH152294; Wollastonia
biflora var. canescens (Gaudich.) Fosberg, M24, Guam, Anderson Air Force Base, S. Perlman & K. Wood 14282* (PTBG), W. Char s.n.: NTBG Mar 1993;
original collection: Agat Bay Guam, MH152161, MH151986, MH152074, MH152249; Wollastonia dentata (H.Lév. & Vaniot) Orchard, M82, Taiwan, New
Taipei City, K-F. Chung 2024 (US), N/A, MH152207, MH152032, MH152120, MH152295; Wollastonia lifuana (Hochr.) Fosb., M101, New Caledonia,
Mont-Dore: Jardin de IAC St-Louis (native to Lifou), G. Gateble 92 (US), N/A, MH152143, MH151968, MH152056, MH152231; Wollastonia lifuana (Hochr.)
Fosb., M51, New Caledonia, Isle Brosse: 1 km SE of Isle des Pins, D. Mueller-Dombois 81081308 (US), N/A, MH152180, MH152005, MH152093, MH152268;
Zexmenia virgulta Klatt, M68, Costa Rica, Alajuela, V.A. Funk & al. 10745 (US), N/A, MH152196, MH152021, MH152109, MH152284;
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