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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
51
RMR Wealth Builders
New Jersey
$224K -$9.29K -216 -4%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$1.5K +35 +0.7%
AC
53
Avant Capital
Louisiana
$216K -$1.38K -32 -0.6%
RAM
54
Redmond Asset Management
Virginia
$211K -$38.7K -900 -15%
CPIG
55
Chicago Partners Investment Group
Illinois
$209K -$13.5K -314 -6%
TCFP
56
Treasure Coast Financial Planning
Florida
$205K -$37.8K -880 -15%
KAS
57
Kestra Advisory Services
Texas
$202K -$152K -3,527 -42%
OP
58
ORG Partners
Indiana
$124K +$130K +3,023 New
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$110K
GRP
60
Global Retirement Partners
California
$109K
CAL
61
Capital Advisors Ltd
Ohio
$107K
SPIA
62
Steward Partners Investment Advisory
New York
$105K -$98.9K -2,300 -47%
VWM
63
Venturi Wealth Management
Texas
$94K +$1.33K +31 +1%
AWM
64
Avior Wealth Management
Nebraska
$89.1K +$3.57K +83 +4%
FCA
65
FinTrust Capital Advisors
South Carolina
$79.7K +$51.6K +1,200 +163%
William Blair & Company
66
William Blair & Company
Illinois
$75K
CFD
67
Creative Financial Designs
Indiana
$73.2K +$14.3K +332 +23%
RIA
68
Realta Investment Advisors
Delaware
$53.9K
AA
69
Ancora Advisors
Ohio
$44.9K
SAM
70
S.A. Mason
Michigan
$38.1K
SS
71
Sunbelt Securities
Texas
$37.6K +$14.1K +327 +56%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$31.7K -$344 -8 -1%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$30.2K
PTC
74
Private Trust Company
Ohio
$27.9K
IWP
75
IAG Wealth Partners
Wisconsin
$27.1K