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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
26
Joseph Group Capital Management
Ohio
$1.42M -$1.64K -33 -0.1%
MSWA
27
Marshall & Sterling Wealth Advisors
New York
$1.26M +$112K +2,254 +9%
EAM
28
Empirical Asset Management
Massachusetts
$1.14M +$24.9K +500 +2%
PAG
29
Private Advisor Group
New Jersey
$1.12M +$122K +2,460 +11%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1,000K -$540K -10,850 -34%
BMA
31
Brooks Moore & Associates
Tennessee
$996K -$585K -11,750 -35%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$944K -$17.9K -360 -2%
PGAM
33
Princeton Global Asset Management
New Jersey
$937K -$115K -2,313 -10%
WIM
34
Waverton Investment Management
United Kingdom
$909K
PWP
35
Precedent Wealth Partners
Texas
$903K -$195K -3,912 -17%
SFC
36
Strategic Financial Concepts
Texas
$895K +$96.7K +1,943 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$892K -$207K -4,169 -18%
IWM
38
IHT Wealth Management
Illinois
$860K +$5.52K +111 +0.6%
AF
39
Allworth Financial
California
$857K -$15.9K -320 -2%
TFG
40
Team Financial Group
California
$830K -$1.86M -37,392 -68%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$826K -$1.66M -33,402 -65%
WDL
42
Well Done LLC
Michigan
$801K -$52.4K -1,053 -6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$785K +$26.2K +527 +3%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$753K +$806K +16,197 New
Creative Planning
45
Creative Planning
Kansas
$718K -$18.5K -372 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$708K -$176K -3,535 -19%
LI
47
LifeWealth Investments
Florida
$674K +$721K +14,496 New
JP Morgan Chase
48
JP Morgan Chase
New York
$660K +$43K +865 +6%
HIA
49
Harbor Investment Advisory
Maryland
$657K -$92.3K -1,855 -12%
AA
50
Armis Advisers
Georgia
$653K -$86.5K -1,739 -11%