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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$282K +$52.3K +1,427 +24%
SS
27
Simplicity Solutions
Minnesota
$270K +$52.3K +1,427 +25%
AW
28
ACG Wealth
Georgia
$265K -$1.45M -39,623 -85%
Citigroup
29
Citigroup
New York
$249K -$1.43K -39 -0.6%
9WM
30
9258 Wealth Management
Ohio
$241K +$235K +6,400 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$237K -$328K -8,934 -59%
Creative Planning
32
Creative Planning
Kansas
$227K
FHA
33
Flagship Harbor Advisors
Massachusetts
$222K
APA
34
American Portfolios Advisors
New York
$164K +$132K +3,600 +480%
ADL
35
Asset Dedication LLC
California
$161K
AG
36
Advisor Group
Arizona
$156K +$183 +5 +0.1%
TAM
37
Townsend Asset Management
North Carolina
$105K +$102K +2,775 New
GRP
38
Global Retirement Partners
California
$91K
SAM
39
S.A. Mason
Michigan
$85K +$82.2K +2,242 New
RIA
40
Realta Investment Advisors
Delaware
$68K +$20.5K +560 +45%
SPIA
41
Steward Partners Investment Advisory
New York
$58K
IA
42
IFP Advisors
Florida
$57K -$545K -14,865 -91%
Wells Fargo
43
Wells Fargo
California
$57K +$46.5K +1,269 +552%
FCA
44
FinTrust Capital Advisors
South Carolina
$51K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$51K +$22.9K +625 +85%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$45K
AA
47
Ancora Advisors
Ohio
$41K +$40K +1,091 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$39K +$3.96K +108 +11%
WEC
49
Winslow Evans & Crocker
Massachusetts
$34K
RMAM
50
Raab & Moskowitz Asset Management
New Jersey
$22K +$22K +600 New