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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
151
BOK Financial Private Wealth
Colorado
$325K -$122K -4,568 -28%
CCM
152
Colorado Capital Management
Colorado
$325K – – –
BTS
153
BB&T Securities
Virginia
$318K -$124K -4,646 -29%
PAMG
154
Patton Albertson Miller Group
Tennessee
$315K +$1.25K +47 +0.4%
DAS
155
Dynamic Advisor Solutions
Arizona
$297K -$91K -3,411 -24%
WWM
156
Western Wealth Management
Colorado
$291K -$34.1K -1,278 -11%
VAS
157
Vestmark Advisory Solutions
Massachusetts
$285K +$25.8K +968 +10%
TFS
158
Thoroughbred Financial Services
Tennessee
$285K +$278K +10,428 New
NFG
159
Next Financial Group
Texas
$284K -$42.1K -1,579 -13%
JIC
160
Johnson Investment Counsel
Ohio
$280K +$70.8K +2,656 +35%
AWCI
161
Alpine Woods Capital Investors
New York
$274K -$667K -25,000 -71%
WP
162
WealthSource Partners
California
$269K -$1.6K -60 -0.6%
MA
163
MCF Advisors
Kentucky
$259K – – –
1IA
164
1834 Investment Advisors
Wisconsin
$258K -$209K -7,825 -45%
RI
165
Rudd International
Florida
$257K +$3.15K +118 +1%
FNBOSM
166
First National Bank of South Miami
Florida
$253K – – –
MFS
167
Madrona Financial Services
Washington
$248K +$667 +25 +0.3%
MF
168
Madrona Funds
Washington
$248K +$242K +9,065 New
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$247K +$241K +9,028 New
AI
170
Atria Investments
North Carolina
$242K +$3.6K +135 +2%
FG
171
Fiduciary Group
Georgia
$241K -$2K -75 -0.8%
SPC
172
Sigma Planning Corp
Michigan
$241K +$960 +36 +0.4%
JPLA
173
Joseph P. Lucia & Associates
New York
$236K – – –
CWM
174
Circle Wealth Management
New Jersey
$235K +$2.85K +107 +1%
TWM
175
Titus Wealth Management
California
$228K -$162K -6,089 -42%
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