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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Pinnacle Associates
New York
$768K -$86.7K -2,897 -10%
PFA
127
Petra Financial Advisors
Colorado
$760K – – –
ST
128
Spinnaker Trust
Maine
$754K +$60 +2 +0%
FCA
129
FinTrust Capital Advisors
South Carolina
$721K – – –
SS
130
Sunbelt Securities
Texas
$706K +$30.3K +1,012 +4%
JSL
131
JT Stratford LLC
Georgia
$690K -$29.3K -979 -4%
NB
132
NBT Bank
New York
$682K +$19.8K +662 +3%
DWM
133
Dakota Wealth Management
Florida
$677K -$61K -2,037 -8%
SCA
134
Snowden Capital Advisors
New York
$662K -$65.8K -2,198 -9%
CPIG
135
Chicago Partners Investment Group
Illinois
$661K -$53K -1,770 -7%
SPIA
136
Steward Partners Investment Advisory
New York
$658K -$1.5K -50 -0.2%
CCA
137
Clearwater Capital Advisors
Illinois
$643K -$130K -4,354 -16%
FNT
138
First National Trust
Pennsylvania
$634K -$82K -2,740 -11%
WSTAM
139
Wilbanks Smith & Thomas Asset Management
Virginia
$603K -$13.8K -460 -2%
BFPW
140
BOK Financial Private Wealth
Colorado
$602K -$25.6K -855 -4%
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$573K -$79.9K -2,668 -12%
MSA
142
Marino Stram & Associates
Massachusetts
$571K +$808 +27 +0.1%
WP
143
WealthShield Partners
North Carolina
$571K +$598K +19,977 New
AI
144
Accredited Investors
Minnesota
$568K -$4.1K -137 -0.7%
HCM
145
Hengehold Capital Management
Ohio
$567K -$146K -4,875 -20%
IA
146
Insight Advisors
Pennsylvania
$548K +$14K +467 +2%
PWP
147
Principle Wealth Partners
Connecticut
$546K – – –
OCM
148
One Capital Management
California
$535K – – –
CWM
149
Collaborative Wealth Management
Florida
$530K -$89.8K -2,999 -14%
HW
150
Hancock Whitney
Mississippi
$525K -$90.3K -3,017 -14%
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