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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BMA
51
Brooks Moore & Associates
Tennessee
$398K -$47.8K -1,000 -11%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$325K -$9.57K -200 -3%
CB
53
Cadence Bank
Mississippi
$323K -$8.9K -186 -3%
ADL
54
Asset Dedication LLC
California
$303K
9WM
55
9258 Wealth Management
Ohio
$302K
CFP
56
Cascade Financial Partners
California
$298K
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$296K +$10.3K +215 +4%
RWB
58
RMR Wealth Builders
New Jersey
$276K +$4.83K +101 +2%
CPIG
59
Chicago Partners Investment Group
Illinois
$275K +$861 +18 +0.3%
FHA
60
Flagship Harbor Advisors
Massachusetts
$270K
KPWS
61
Kestra Private Wealth Services
Texas
$267K -$11.6K -242 -4%
RAM
62
Redmond Asset Management
Virginia
$248K +$10.8K +225 +4%
AAS
63
Avantax Advisory Services
Texas
$233K +$34.3K +718 +17%
OWM
64
Opes Wealth Management
California
$226K +$230K +4,800 New
CRI
65
Colonial River Investments
Virginia
$217K -$20.6K -431 -9%
AWM
66
Axxcess Wealth Management
California
$215K +$218K +4,556 New
CFD
67
Creative Financial Designs
Indiana
$213K +$9.9K +207 +5%
Stifel Financial
68
Stifel Financial
Missouri
$206K +$16K +335 +8%
SS
69
Sunbelt Securities
Texas
$169K +$73.4K +1,535 +75%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$163K +$158K +3,300 New
GRP
71
Global Retirement Partners
California
$144K -$335 -7 -0.2%
FCA
72
FinTrust Capital Advisors
South Carolina
$131K +$813 +17 +0.6%
CAL
73
Capital Advisors Ltd
Ohio
$122K
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$121K
SPIA
75
Steward Partners Investment Advisory
New York
$120K