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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Sunbelt Securities
Texas
$724K +$223 +8 +0%
FCA
127
FinTrust Capital Advisors
South Carolina
$721K – – –
CPIG
128
Chicago Partners Investment Group
Illinois
$717K +$3.4K +122 +0.5%
NB
129
NBT Bank
New York
$712K +$23.7K +851 +4%
SPC
130
Sigma Planning Corp
Michigan
$706K -$409K -14,674 -37%
WP
131
WealthShield Partners
North Carolina
$684K +$105K +3,775 +19%
SCA
132
Snowden Capital Advisors
New York
$684K +$16.1K +577 +2%
SPIA
133
Steward Partners Investment Advisory
New York
$664K – – –
PA
134
Pinnacle Associates
New York
$653K -$117K -4,190 -16%
CCA
135
Clearwater Capital Advisors
Illinois
$648K -$390 -14 -0.1%
JSL
136
JT Stratford LLC
Georgia
$642K -$52K -1,865 -8%
FTUS
137
Flow Traders U.S.
New York
$615K +$596K +21,369 New
WSTAM
138
Wilbanks Smith & Thomas Asset Management
Virginia
$606K -$2.06K -74 -0.4%
BFPW
139
BOK Financial Private Wealth
Colorado
$604K -$3.26K -117 -0.6%
BSW
140
Buckingham Strategic Wealth
Missouri
$601K +$192K +6,879 +49%
EWA
141
Exencial Wealth Advisors
Oklahoma
$582K +$563K +20,206 New
MSA
142
Marino Stram & Associates
Massachusetts
$577K +$1.09K +39 +0.2%
AI
143
Accredited Investors
Minnesota
$575K +$2.84K +102 +0.5%
HCM
144
Hengehold Capital Management
Ohio
$572K – – –
PWP
145
Principle Wealth Partners
Connecticut
$560K +$9.76K +350 +2%
IA
146
Insight Advisors
Pennsylvania
$556K +$3.4K +122 +0.6%
SAG
147
SageView Advisory Group
California
$544K +$527K +18,905 New
CWM
148
Collaborative Wealth Management
Florida
$524K -$10.3K -368 -2%
CTWM
149
Cherry Tree Wealth Management
Minnesota
$517K +$501K +17,963 New
SMC
150
Smith, Moore & Co
Missouri
$508K – – –
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6
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