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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Private Wealth Advisors
276
JP Morgan Private Wealth Advisors
California
– -$319K -11,112 Closed
WP
277
WealthSource Partners
California
– -$282K -9,830 Closed
RI
278
Rudd International
Florida
– -$260K -9,096 Closed
MFS
279
Madrona Financial Services
Washington
– -$260K -9,065 Closed
Atria Investments
280
Atria Investments
North Carolina
– -$257K -8,967 Closed
I
281
IberiaBank
Louisiana
– -$253K -8,822 Closed
FG
282
Fiduciary Group
Georgia
– -$252K -8,787 Closed
Circle Wealth Management
283
Circle Wealth Management
New Jersey
– -$248K -8,650 Closed
F.L. Putnam Investment Management
284
F.L. Putnam Investment Management
Massachusetts
– -$242K -8,436 Closed
WPP
285
Whalerock Point Partners
Rhode Island
– -$226K -7,872 Closed
SMG
286
Smart Money Group
Texas
– -$226K -7,848 Closed
TWM
287
Titus Wealth Management
California
– -$219K -7,633 Closed
CBN
288
Cadence Bank NA
Texas
– -$212K -7,407 Closed
OC
289
Oarsman Capital
Wisconsin
– -$211K -7,356 Closed
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
– -$211K -7,352 Closed
Equitable Holdings
291
Equitable Holdings
New York
– -$207K -7,230 Closed
FAIM
292
Financial Advocates Investment Management
Washington
– -$206K -7,167 Closed
VFA
293
Voya Financial Advisors
Connecticut
– -$203K -7,087 Closed
Dynamic Advisor Solutions
294
Dynamic Advisor Solutions
Arizona
– -$201K -7,017 Closed
IFWM
295
Institute for Wealth Management
Colorado
– -$145K -5,053 Closed
CAAS
296
Capital Asset Advisory Services
Michigan
– -$85K -3,089 Closed
PA
297
PSI Advisors
Florida
– -$68K -2,390 Closed
MWP
298
MYCIO Wealth Partners
Pennsylvania
– -$69K -2,389 Closed
WP
299
WealthShield Partners
North Carolina
– -$47K -1,637 Closed
JCM
300
Jacobi Capital Management
Pennsylvania
– -$40K -1,395 Closed