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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First National Bank Sioux Falls
51
First National Bank Sioux Falls
South Dakota
$501K – – –
CM
52
Capital Management
Virginia
$481K – – –
Compass Financial Management
53
Compass Financial Management
Florida
$479K +$456K +8,076 New
IHT Wealth Management
54
IHT Wealth Management
Illinois
$464K -$112K -1,977 -20%
Redmond Asset Management
55
Redmond Asset Management
Virginia
$461K +$26K +460 +6%
Savant Capital
56
Savant Capital
Illinois
$449K +$234K +4,144 +108%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$447K +$26.5K +470 +7%
Steward Partners Investment Advisory
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%
TopTier Wealth Management
61
TopTier Wealth Management
Wisconsin
$402K +$56 +1 +0%
Park Avenue Securities
62
Park Avenue Securities
New York
$386K +$26.1K +462 +8%
Citadel Advisors
63
Citadel Advisors
Florida
$386K +$367K +6,502 New
Quartz Partners
64
Quartz Partners
New York
$385K +$21.7K +384 +6%
Asset Dedication LLC
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%
RMR Wealth Builders
68
RMR Wealth Builders
New Jersey
$366K -$9.31K -165 -3%
Sanctuary Advisors
69
Sanctuary Advisors
Indiana
$353K -$14.2K -252 -4%
Joseph Group Capital Management
70
Joseph Group Capital Management
Ohio
$352K -$8.97K -159 -3%
Flagship Harbor Advisors
71
Flagship Harbor Advisors
Massachusetts
$340K – – –
Pension & Wealth Management Advisors
72
Pension & Wealth Management Advisors
Massachusetts
$331K -$9.8K -173 -3%
Kestra Advisory Services
73
Kestra Advisory Services
Texas
$322K -$146K -2,588 -32%
Marshall & Sterling Wealth Advisors
74
Marshall & Sterling Wealth Advisors
New York
$321K -$157K -2,788 -34%
Cascade Financial Partners
75
Cascade Financial Partners
California
$319K – – –