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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$604K -$412K -8,290 -41%
PWMA
52
Pension & Wealth Management Advisors
Massachusetts
$487K -$28.5K -574 -6%
CM
53
Capital Management
Virginia
$464K
QP
54
Quartz Partners
New York
$386K +$372K +7,489 New
CB
55
Cadence Bank
Mississippi
$349K -$3.88K -78 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$338K -$211K -4,256 -39%
ADL
57
Asset Dedication LLC
California
$331K
CFP
58
Cascade Financial Partners
California
$324K
RWB
59
RMR Wealth Builders
New Jersey
$319K +$16.8K +338 +6%
RFG
60
REAP Financial Group
Texas
$316K -$285K -5,736 -48%
OC
61
Oppenheimer & Co
New York
$313K +$302K +6,081 New
SS
62
Sunbelt Securities
Texas
$305K +$116K +2,330 +65%
FHA
63
Flagship Harbor Advisors
Massachusetts
$295K
William Blair & Company
64
William Blair & Company
Illinois
$282K +$199K +4,000 +272%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$279K +$152K +3,062 +130%
RAM
66
Redmond Asset Management
Virginia
$279K +$7.7K +155 +3%
CPIG
67
Chicago Partners Investment Group
Illinois
$271K +$3.23K +65 +1%
KAS
68
Kestra Advisory Services
Texas
$268K -$197K -3,966 -43%
OCM
69
Objective Capital Management
Ohio
$258K +$248K +5,000 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$71.4K -1,438 -23%
OWM
71
Opes Wealth Management
California
$247K -$745 -15 -0.3%
FCA
72
FinTrust Capital Advisors
South Carolina
$242K +$95.2K +1,916 +69%
Stifel Financial
73
Stifel Financial
Missouri
$224K -$795 -16 -0.4%
CRI
74
Colonial River Investments
Virginia
$223K -$13.5K -272 -6%
AWM
75
Axxcess Wealth Management
California
$223K -$11K -222 -5%