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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
176
Simmons Bank
Arkansas
$306K -$8.85K -300 -3%
BFG
177
Berger Financial Group
Minnesota
$299K -$1.98M -67,070 -87%
ASN
178
Advisory Services Network
Georgia
$296K +$21.2K +718 +8%
AT
179
Arden Trust
Delaware
$289K -$13.5K -456 -5%
FG
180
Fiduciary Group
Georgia
$282K – – –
OCG
181
Opus Capital Group
Ohio
$269K -$3.26M -110,406 -93%
TC
182
Trilogy Capital
California
$268K +$254K +8,593 New
OIA
183
Optimum Investment Advisors
Illinois
$265K -$1.48K -50 -0.6%
APP
184
Avantax Planning Partners
Iowa
$263K +$249K +8,435 New
NFG
185
Next Financial Group
Texas
$255K -$44.2K -1,497 -15%
GWM
186
Gray Wealth Management
Maine
$250K -$11.8K -400 -5%
JWBC
187
John W. Brooker & Co
California
$248K -$68.7K -2,330 -23%
QPWM
188
Quadrant Private Wealth Management
Pennsylvania
$248K -$29.2K -991 -11%
ADL
189
Asset Dedication LLC
California
$246K +$1.77K +60 +0.8%
FFA
190
Fragasso Financial Advisors
Pennsylvania
$239K +$118 +4 +0.1%
JPLA
191
Joseph P. Lucia & Associates
New York
$238K – – –
AFP
192
Ausdal Financial Partners
Iowa
$237K -$8.2K -278 -4%
OPS
193
Orion Portfolio Solutions
Nebraska
$235K -$130K -4,410 -37%
WI
194
Wintrust Investments
Illinois
$234K +$222K +7,522 New
BSW
195
Buckingham Strategic Wealth
Missouri
$232K +$219K +7,436 New
CBN
196
Cadence Bank NA
Texas
$227K +$215K +7,284 New
AI
197
Accredited Investors
Minnesota
$225K +$213K +7,229 New
AWP
198
Abacus Wealth Partners
California
$219K +$208K +7,042 New
BW
199
Bison Wealth
Georgia
$213K -$13K -441 -6%
MWP
200
Moller Wealth Partners
$212K -$50.7K -1,719 -20%
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