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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Capital Management
Virginia
$384K
Citigroup
27
Citigroup
New York
$236K -$117K -3,368 -34%
AWM
28
AE Wealth Management
Kansas
$216K +$211K +6,062 New
Creative Planning
29
Creative Planning
Kansas
$214K +$209K +6,020 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$209K
SS
31
Simplicity Solutions
Minnesota
$204K +$200K +5,739 New
ADL
32
Asset Dedication LLC
California
$152K
AG
33
Advisor Group
Arizona
$148K +$3.09K +89 +2%
GRP
34
Global Retirement Partners
California
$86K
EI
35
Ellevest Inc
New York
$81K +$3.44K +99 +5%
SPIA
36
Steward Partners Investment Advisory
New York
$55K -$5.21K -150 -9%
FCA
37
FinTrust Capital Advisors
South Carolina
$48K
RIA
38
Realta Investment Advisors
Delaware
$45K +$43.5K +1,250 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$43K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$35K +$139 +4 +0.4%
WEC
41
Winslow Evans & Crocker
Massachusetts
$32K
APA
42
American Portfolios Advisors
New York
$26.7K +$26.1K +750 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$26K
GSWM
44
Golden State Wealth Management
California
$22K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$14K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$12K +$11.5K +330 New
GEA
47
Glen Eagle Advisors
New Jersey
$11.1K
S
48
SignatureFD
Georgia
$11K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.72K +251 New
Wells Fargo
50
Wells Fargo
California
$8K -$5.25K -151 -40%