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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
301
Hollencrest Capital Management
California
$16.5K – – –
SC
302
SouthState Corp
Florida
$15.7K – – –
GIA
303
GHP Investment Advisors
Colorado
$14.1K +$13.5K +430 New
AF
304
Advisornet Financial
Minnesota
$11.4K – – –
RFA
305
Register Financial Advisors
Georgia
$8.95K +$8.57K +274 New
NCM
306
Northwest Capital Management
Oregon
$8.73K – – –
PSB
307
Piscataqua Savings Bank
New Hampshire
$8.43K – – –
EAM
308
Eukles Asset Management
Ohio
$7.65K – – –
CPA
309
Clear Point Advisors
New York
$7.2K +$31 +1 +0.5%
CAL
310
Capital Advisors Ltd
Ohio
$6K – – –
NSIM
311
North Star Investment Management
Illinois
$5.56K +$5.32K +170 New
JWA
312
JFS Wealth Advisors
Pennsylvania
$4.14K +$31 +1 +0.8%
CFD
313
Creative Financial Designs
Indiana
$3.56K – – –
PA
314
Parallel Advisors
California
$3.27K – – –
RFG
315
REAP Financial Group
Texas
$3.2K +$3.07K +98 New
SIC
316
Salem Investment Counselors
North Carolina
$2.45K +$2.35K +75 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$1.44K – – –
NL
318
NVWM LLC
Pennsylvania
$1.37K – – –
SAM
319
Smartleaf Asset Management
Massachusetts
$1.36K +$1.31K +42 New
CT
320
Clearstead Trust
Maine
$686 – – –
EWM
321
EPG Wealth Management
Georgia
$98 – – –
TAM
322
Tucker Asset Management
Colorado
$33 -$2.53K -81 -99%
VL
323
Vima LLC
Michigan
$28 +$31.3K +1,000 New
VAG
324
VisionPoint Advisory Group
Texas
$16 -$31 -1 Closed
MWM
325
Meridian Wealth Management
Kentucky
– -$4.4M -136,790 Closed
10 11 12
13
14