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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Collaborative Wealth Management
Florida
$1.04M -$268K -5,698 -21%
AF
27
Allworth Financial
California
$1.03M +$188 +4 +0%
PAG
28
Private Advisor Group
New Jersey
$962K +$227K +4,819 +33%
WIM
29
Waverton Investment Management
United Kingdom
$960K +$37.1K +790 +4%
IWM
30
IHT Wealth Management
Illinois
$949K -$1.6K -34 -0.2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$944K -$591K -12,569 -40%
WDL
32
Well Done LLC
Michigan
$870K -$4.89K -104 -0.6%
SFM
33
Signet Financial Management
New Jersey
$865K -$44.3K -942 -5%
MLA
34
My Legacy Advisors
Oregon
$843K -$49.3K -1,049 -6%
PGAM
35
Princeton Global Asset Management
New Jersey
$839K +$248K +5,267 +45%
Creative Planning
36
Creative Planning
Kansas
$823K -$11.9K -254 -2%
HIA
37
Harbor Investment Advisory
Maryland
$815K -$234K -4,973 -23%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$809K +$766K +16,296 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$709K -$42.2K -897 -6%
RFG
40
REAP Financial Group
Texas
$701K -$176K -3,749 -21%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$526K -$220K -4,670 -31%
PWMA
42
Pension & Wealth Management Advisors
Massachusetts
$509K -$14.8K -315 -3%
BMA
43
Brooks Moore & Associates
Tennessee
$469K +$172K +3,660 +63%
CM
44
Capital Management
Virginia
$447K
ARC
45
Advisor Resource Council
Texas
$417K +$413K +8,791 New
CA
46
Cetera Advisors
Colorado
$416K -$266K -5,648 -40%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$352K -$61K -1,297 -15%
CB
48
Cadence Bank
Mississippi
$349K
KAS
49
Kestra Advisory Services
Texas
$330K +$84K +1,786 +37%
ADL
50
Asset Dedication LLC
California
$319K -$4.7K -100 -2%