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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$767K
SFM
27
Signet Financial Management
New Jersey
$767K -$56.8K -1,320 -7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$731K -$738K -17,174 -49%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$730K +$647K +15,051 +565%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$713K +$744K +17,307 New
BCI
31
Brinker Capital Investments
Pennsylvania
$660K +$40.4K +940 +6%
OPS
32
Orion Portfolio Solutions
Nebraska
$660K +$40.4K +940 +6%
HIA
33
Harbor Investment Advisory
Maryland
$640K +$176K +4,090 +36%
Creative Planning
34
Creative Planning
Kansas
$638K -$39.1K -910 -6%
JP Morgan Chase
35
JP Morgan Chase
New York
$637K +$7.7K +179 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$511K +$352K +8,190 +194%
PAG
37
Private Advisor Group
New Jersey
$487K +$286K +6,643 +128%
PGAM
38
Princeton Global Asset Management
New Jersey
$473K -$43.6K -1,013 -8%
PWMA
39
Pension & Wealth Management Advisors
Massachusetts
$430K +$56.7K +1,319 +14%
MLA
40
My Legacy Advisors
Oregon
$421K +$11.3K +263 +3%
GSEP
41
Golden State Equity Partners
California
$403K +$417K +9,705 +13,864%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$402K -$27.5K -640 -6%
Two Sigma Investments
43
Two Sigma Investments
New York
$383K +$400K +9,300 New
CM
44
Capital Management
Virginia
$371K
ARC
45
Advisor Resource Council
Texas
$357K +$65.5K +1,524 +21%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$297K -$25.6K -595 -8%
CB
47
Cadence Bank
Mississippi
$291K -$1.5K -35 -0.5%
ADL
48
Asset Dedication LLC
California
$268K
9WM
49
9258 Wealth Management
Ohio
$264K
FHA
50
Flagship Harbor Advisors
Massachusetts
$236K