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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
26
Harbor Investment Advisory
Maryland
$1.02M +$248K +5,860 +38%
AF
27
Allworth Financial
California
$986K -$192K -4,525 -18%
IWM
28
IHT Wealth Management
Illinois
$909K +$811K +19,157 New
Citadel Advisors
29
Citadel Advisors
Florida
$904K +$807K +19,061 New
WIM
30
Waverton Investment Management
United Kingdom
$903K -$25K -590 -3%
SFM
31
Signet Financial Management
New Jersey
$871K -$10.4K -245 -1%
RFG
32
REAP Financial Group
Texas
$848K +$756K +17,866 New
CIBC World Market
33
CIBC World Market
Ontario, Canada
$841K +$750K +17,727 New
WDL
34
Well Done LLC
Michigan
$837K -$41.9K -991 -5%
MLA
35
My Legacy Advisors
Oregon
$824K +$313K +7,395 +70%
Creative Planning
36
Creative Planning
Kansas
$798K +$56.4K +1,333 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$724K +$121K +2,856 +23%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$720K -$90.3K -2,134 -12%
PAG
39
Private Advisor Group
New Jersey
$691K +$116K +2,749 +23%
CA
40
Cetera Advisors
Colorado
$665K +$594K +14,027 New
CRI
41
Colonial River Investments
Virginia
$639K -$439K -10,372 -43%
JP Morgan Chase
42
JP Morgan Chase
New York
$638K -$85.5K -2,019 -13%
PGAM
43
Princeton Global Asset Management
New Jersey
$552K +$6.35K +150 +1%
PWMA
44
Pension & Wealth Management Advisors
Massachusetts
$502K +$6.26K +148 +1%
GSEP
45
Golden State Equity Partners
California
$486K +$20K +472 +5%
Two Sigma Investments
46
Two Sigma Investments
New York
$441K
CM
47
Capital Management
Virginia
$427K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$425K -$372K -8,798 -50%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$398K +$50.4K +1,190 +17%
CB
50
Cadence Bank
Mississippi
$334K -$1.69K -40 -0.6%