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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.98M -$564 -10 -0%
Private Advisor Group
27
Private Advisor Group
New Jersey
$1.91M +$156K +2,761 +9%
LI
28
LifeWealth Investments
Florida
$1.89M +$198K +3,503 +12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.81M +$104K +1,835 +6%
EAM
30
Everstar Asset Management
North Carolina
$1.78M +$238K +4,215 +16%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.59M +$347K +6,159 +30%
Harbor Investment Advisory
32
Harbor Investment Advisory
Maryland
$1.2M +$345K +6,115 +43%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.1M -$598K -10,600 -36%
Allworth Financial
34
Allworth Financial
California
$1.06M -$16.5K -293 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$969K -$9.42K -167 -1%
JP Morgan Chase
36
JP Morgan Chase
New York
$961K +$15.7K +279 +2%
Precedent Wealth Partners
37
Precedent Wealth Partners
Texas
$931K -$30.7K -544 -3%
UBS AM
38
UBS AM
Illinois
$885K – – –
Creative Planning
39
Creative Planning
Kansas
$798K +$677 +12 +0.1%
Oppenheimer & Co
40
Oppenheimer & Co
New York
$752K +$20.4K +361 +3%
Sovran Advisors
41
Sovran Advisors
California
$681K -$25.6K -453 -4%
TFG
42
Team Financial Group
California
$596K +$1.97K +35 +0.3%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$592K -$13.9K -246 -2%
WF
44
WealthPoint Financial
North Carolina
$592K +$9.42K +167 +2%
Summit Financial
45
Summit Financial
New Jersey
$569K -$13.5K -239 -2%
Princeton Global Asset Management
46
Princeton Global Asset Management
New Jersey
$545K -$13.7K -243 -3%
Arkadios Wealth Advisors
47
Arkadios Wealth Advisors
Georgia
$529K +$38.8K +687 +8%
WCP
48
Wealthcare Capital Partners
Pennsylvania
$529K +$19K +337 +4%
Avidian Wealth Enterprises
49
Avidian Wealth Enterprises
Texas
$526K -$13.3K -236 -3%
EP Wealth Advisors
50
EP Wealth Advisors
California
$519K +$493K +8,743 New