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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$1.86M -38,793 -56%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.25M +$1.26M +26,447 New
PWP
28
Precedent Wealth Partners
Texas
$1.21M -$182K -3,808 -13%
C
29
Certuity
Florida
$1.21M -$138K -2,895 -10%
AF
30
Allworth Financial
California
$1.05M -$4.02K -84 -0.4%
WIM
31
Waverton Investment Management
United Kingdom
$971K
JP Morgan Chase
32
JP Morgan Chase
New York
$942K -$60.8K -1,271 -6%
PAG
33
Private Advisor Group
New Jersey
$909K -$3.68K -77 -0.4%
IWM
34
IHT Wealth Management
Illinois
$891K -$10.1K -211 -1%
CWM
35
Collaborative Wealth Management
Florida
$838K -$154K -3,221 -15%
WDL
36
Well Done LLC
Michigan
$806K -$20.1K -420 -2%
PGAM
37
Princeton Global Asset Management
New Jersey
$798K +$2.58K +54 +0.3%
Creative Planning
38
Creative Planning
Kansas
$776K -$4.5K -94 -0.6%
SFM
39
Signet Financial Management
New Jersey
$770K -$52.2K -1,092 -6%
MLA
40
My Legacy Advisors
Oregon
$743K -$57.5K -1,202 -7%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$698K +$26.3K +550 +4%
HIA
42
Harbor Investment Advisory
Maryland
$680K -$95.1K -1,989 -12%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$642K -$128K -2,676 -16%
RFG
44
REAP Financial Group
Texas
$559K -$107K -2,246 -16%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$510K +$11.3K +236 +2%
PWMA
46
Pension & Wealth Management Advisors
Massachusetts
$472K -$11.8K -247 -2%
GSEP
47
Golden State Equity Partners
California
$471K +$479K +10,006 New
EAM
48
Empirical Asset Management
Massachusetts
$450K +$457K +9,553 New
KAS
49
Kestra Advisory Services
Texas
$432K +$120K +2,515 +38%
CM
50
Capital Management
Virginia
$424K