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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$202K -$1.64K -38 -0.8%
Citigroup
52
Citigroup
New York
$166K
VWM
53
Venturi Wealth Management
Texas
$148K +$154K +3,552 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$146K
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$111K
GRP
56
Global Retirement Partners
California
$108K
AWM
57
Avior Wealth Management
Nebraska
$76.5K +$79.6K +1,840 New
William Blair & Company
58
William Blair & Company
Illinois
$75.7K -$12.3K -285 -14%
CFGS
59
Concourse Financial Group Securities
Alabama
$46.7K +$48.6K +1,123 New
AA
60
Ancora Advisors
Ohio
$45.4K
SAM
61
S.A. Mason
Michigan
$38.5K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$33.6K -$86 -2 -0.2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$30.4K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$30K -$30.4K -704 -49%
FCA
65
FinTrust Capital Advisors
South Carolina
$29.6K
EI
66
Ellevest Inc
New York
$29.2K +$4.19K +97 +16%
PTC
67
Private Trust Company
Ohio
$28.6K +$29.8K +689 New
CFD
68
Creative Financial Designs
Indiana
$28.2K -$259 -6 -0.9%
IWP
69
IAG Wealth Partners
Wisconsin
$27.4K +$4.84K +112 +21%
PA
70
Parallel Advisors
California
$26.1K
SS
71
Sunbelt Securities
Texas
$15.7K +$16.6K +385 New
Wells Fargo
72
Wells Fargo
California
$9.59K -$43 -1 -0.4%
GWM
73
Geneos Wealth Management
Colorado
$9.35K
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.44K
GEA
75
Glen Eagle Advisors
New Jersey
$8.31K