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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
Strategic Financial Concepts
Texas
$1.68M +$695K +14,065 +72%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.58M -$459K -9,293 -23%
Citadel Advisors
28
Citadel Advisors
Florida
$1.49M +$1.47M +29,837 New
MSWA
29
Marshall & Sterling Wealth Advisors
New York
$1.48M +$30K +607 +2%
PAG
30
Private Advisor Group
New Jersey
$1.4M +$11.1K +225 +0.8%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.31M -$736K -14,900 -36%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.19M +$407K +8,239 +53%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.13M +$423K +8,567 +61%
WIM
34
Waverton Investment Management
United Kingdom
$1.07M
MA
35
MAS Advisors
Florida
$1.03M -$13.4K -271 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$994K -$12.5K -252 -1%
PGAM
37
Princeton Global Asset Management
New Jersey
$978K -$66.7K -1,349 -6%
AF
38
Allworth Financial
California
$946K -$34.4K -697 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$915K -$33.4K -675 -4%
LI
40
LifeWealth Investments
Florida
$898K +$37.1K +750 +4%
PWP
41
Precedent Wealth Partners
Texas
$860K -$83.6K -1,691 -9%
WDL
42
Well Done LLC
Michigan
$858K
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$752K -$52.5K -1,063 -7%
SF
44
Summit Financial
New Jersey
$742K +$734K +14,850 New
BMA
45
Brooks Moore & Associates
Tennessee
$721K
Creative Planning
46
Creative Planning
Kansas
$703K -$110K -2,229 -14%
Goldman Sachs
47
Goldman Sachs
New York
$679K +$671K +13,585 New
EAM
48
Empirical Asset Management
Massachusetts
$666K -$562K -11,371 -46%
JP Morgan Chase
49
JP Morgan Chase
New York
$651K -$72.1K -1,460 -10%
IWM
50
IHT Wealth Management
Illinois
$636K -$20.4K -413 -3%