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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
26
YorkBridge Wealth Partners
New York
$206K -$54.5K -1,545 -21%
ADL
27
Asset Dedication LLC
California
$126K +$51.4K +1,458 +66%
AG
28
Advisor Group
Arizona
$119K
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$58K +$352 +10 +0.6%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$41K
WDL
31
Well Done LLC
Michigan
$38K +$39.5K +1,120 New
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$12.4K +351 +125%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$14K -$59.8K -1,697 -81%
SWP
34
Stratos Wealth Partners
Ohio
$10K
CPIG
35
Chicago Partners Investment Group
Illinois
$8K +$7.86K +223 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8.81K +250 New
1IA
37
1834 Investment Advisors
Wisconsin
$7K
WEC
38
Winslow Evans & Crocker
Massachusetts
$6.53K
FRA
39
Front Row Advisors
California
$5K -$176 -5 -4%
AWA
40
Acorn Wealth Advisors
Michigan
$3K
MA
41
MCF Advisors
Kentucky
$1K -$141 -4 -13%
GAM
42
Gemmer Asset Management
California
-$869K -24,318 Closed
JP Morgan Chase
43
JP Morgan Chase
New York
-$580K -16,293 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$458K -12,832 Closed
UR
45
USCA RIA
Texas
-$222K -6,201 Closed
PWAG
46
Polaris Wealth Advisory Group
California
+$106 +3 New