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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
176
ACG Wealth
Georgia
$306K +$298K +10,670 New
WWM
177
Western Wealth Management
Colorado
$304K – – –
1WA
178
180 Wealth Advisors
Washington
$291K +$284K +10,197 New
AWCI
179
Alpine Woods Capital Investors
New York
$287K – – –
SFG
180
Sowa Financial Group
Rhode Island
$284K +$276K +9,899 New
WP
181
WealthSource Partners
California
$282K – – –
FNBOSM
182
First National Bank of South Miami
Florida
$280K – – –
HIA
183
Harbor Investment Advisory
Maryland
$275K +$268K +9,605 New
OC
184
Oakworth Capital
Alabama
$274K -$93.1K -3,340 -26%
MA
185
MCF Advisors
Kentucky
$272K – – –
1IA
186
1834 Investment Advisors
Wisconsin
$268K -$3.07K -110 -1%
RI
187
Rudd International
Florida
$260K -$8.89K -319 -3%
MFS
188
Madrona Financial Services
Washington
$260K – – –
AI
189
Atria Investments
North Carolina
$257K +$3.49K +125 +1%
JPLA
190
Joseph P. Lucia & Associates
New York
$257K +$9.76K +350 +4%
I
191
IberiaBank
Louisiana
$253K +$246K +8,822 New
FG
192
Fiduciary Group
Georgia
$252K – – –
JIC
193
Johnson Investment Counsel
Ohio
$250K -$41.8K -1,500 -15%
CWM
194
Circle Wealth Management
New Jersey
$248K +$2.23K +80 +0.9%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$242K -$16.5K -592 -7%
BCMO
196
Buckingham Capital Management (Ohio)
Ohio
$230K +$5.35K +192 +2%
SMG
197
Smart Money Group
Texas
$226K -$835K -29,958 -79%
WPP
198
Whalerock Point Partners
Rhode Island
$226K – – –
TCOV
199
Trust Company of Vermont
Vermont
$223K -$10.2K -366 -5%
SFS
200
Sowell Financial Services
Arkansas
$222K -$3.49K -125 -2%
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