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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$649K -$76.2K -1,866 -11%
BCI
27
Brinker Capital Investments
Pennsylvania
$640K +$78.6K +1,925 +15%
OPS
28
Orion Portfolio Solutions
Nebraska
$640K +$78.6K +1,925 +15%
PGAM
29
Princeton Global Asset Management
New Jersey
$530K -$13.3K -327 -3%
HIA
30
Harbor Investment Advisory
Maryland
$486K +$64.3K +1,576 +16%
MLA
31
My Legacy Advisors
Oregon
$453K +$22.8K +559 +6%
GS
32
GTS Securities
Florida
$449K +$432K +10,577 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$441K -$49.7K -1,218 -10%
T
34
TRUADVICE
Florida
$435K -$35.4K -868 -8%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
$417K -$18.4K -450 -5%
CM
36
Capital Management
Virginia
$382K
KAS
37
Kestra Advisory Services
Texas
$358K +$344K +8,426 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$331K -$17.1K -420 -5%
ARC
39
Advisor Resource Council
Texas
$303K +$1.92K +47 +0.7%
CB
40
Cadence Bank
Mississippi
$302K -$367 -9 -0.1%
IWM
41
IHT Wealth Management
Illinois
$292K -$1.43K -35 -0.5%
ADL
42
Asset Dedication LLC
California
$276K +$4.08K +100 +2%
9WM
43
9258 Wealth Management
Ohio
$272K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$271K -$55.3K -1,355 -18%
RAM
45
Redmond Asset Management
Virginia
$255K +$32.4K +794 +15%
CPIG
46
Chicago Partners Investment Group
Illinois
$252K +$9.06K +222 +4%
TCFP
47
Treasure Coast Financial Planning
Florida
$249K -$245 -6 -0.1%
FHA
48
Flagship Harbor Advisors
Massachusetts
$243K
RWB
49
RMR Wealth Builders
New Jersey
$239K -$10.9K -268 -5%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$3.51K +86 +2%