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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
51
First National Bank Sioux Falls
South Dakota
$501K
CM
52
Capital Management
Virginia
$481K
CFM
53
Compass Financial Management
Florida
$479K +$456K +8,076 New
IWM
54
IHT Wealth Management
Illinois
$464K -$112K -1,977 -20%
RAM
55
Redmond Asset Management
Virginia
$461K +$25.9K +460 +6%
SC
56
Savant Capital
Illinois
$449K +$234K +4,144 +108%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$447K +$26.5K +470 +7%
SPIA
58
Steward Partners Investment Advisory
New York
$438K
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$437K -$54.4K -965 -12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$423K +$282K +5,000 +235%
TWM
61
TopTier Wealth Management
Wisconsin
$402K +$56 +1 +0%
PAS
62
Park Avenue Securities
New York
$386K +$26.1K +462 +8%
Citadel Advisors
63
Citadel Advisors
Florida
$386K +$367K +6,502 New
QP
64
Quartz Partners
New York
$385K +$21.7K +384 +6%
ADL
65
Asset Dedication LLC
California
$381K
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$373K +$282 +5 +0.1%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$371K -$26.4K -468 -7%
RWB
68
RMR Wealth Builders
New Jersey
$366K -$9.31K -165 -3%
SA
69
Sanctuary Advisors
Indiana
$353K -$14.2K -252 -4%
JGCM
70
Joseph Group Capital Management
Ohio
$352K -$8.97K -159 -3%
FHA
71
Flagship Harbor Advisors
Massachusetts
$340K
PWMA
72
Pension & Wealth Management Advisors
Massachusetts
$331K -$9.76K -173 -3%
KAS
73
Kestra Advisory Services
Texas
$322K -$146K -2,588 -32%
MSWA
74
Marshall & Sterling Wealth Advisors
New York
$321K -$157K -2,788 -34%
CFP
75
Cascade Financial Partners
California
$319K