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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
126
Principal Securities
Iowa
$886K -$83.3K -2,663 -9%
ST
127
Spinnaker Trust
Maine
$863K – – –
PFA
128
Petra Financial Advisors
Colorado
$827K – – –
IA
129
IFP Advisors
Florida
$826K -$40.9K -1,308 -5%
BA
130
Bristlecone Advisors
Washington
$795K -$189K -6,054 -20%
HIA
131
Harbor Investment Advisory
Maryland
$790K +$412K +13,171 +120%
SMC
132
Smith, Moore & Co
Missouri
$787K -$626 -20 -0.1%
BPA
133
Beacon Pointe Advisors
California
$779K -$470K -15,034 -39%
SG
134
Sharper & Granite
California
$770K +$31.6K +1,010 +4%
SS
135
Sunbelt Securities
Texas
$767K -$21.6K -692 -3%
FVCM
136
F&V Capital Management
Florida
$746K +$48.3K +1,545 +7%
CCA
137
Clearwater Capital Advisors
Illinois
$732K -$1.63K -52 -0.2%
BFPW
138
BOK Financial Private Wealth
Colorado
$711K +$34.4K +1,101 +5%
IBOK
139
Independence Bank of Kentucky
Kentucky
$708K +$118K +3,780 +21%
WP
140
WealthShield Partners
North Carolina
$686K -$63.1K -2,018 -9%
WSTAM
141
Wilbanks Smith & Thomas Asset Management
Virginia
$682K -$3.97K -127 -0.6%
IA
142
Insight Advisors
Pennsylvania
$678K +$54.1K +1,729 +9%
AWS
143
Atria Wealth Solutions
New York
$671K +$16.3K +522 +3%
MSA
144
Marino Stram & Associates
Massachusetts
$657K +$532 +17 +0.1%
PWP
145
Principle Wealth Partners
Connecticut
$629K – – –
GC
146
Guidance Capital
Kentucky
$627K +$638K +20,387 New
RSWA
147
Robinson Smith Wealth Advisors
Maine
$612K – – –
BSW
148
Buckingham Strategic Wealth
Missouri
$592K -$91.8K -2,935 -14%
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
$583K +$118K +3,782 +27%
SPC
150
Sigma Planning Corp
Michigan
$582K +$269K +8,601 +93%
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