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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$642K -$387K -7,778 -36%
CWM
52
Collaborative Wealth Management
Florida
$632K -$44.2K -889 -6%
SFM
53
Signet Financial Management
New Jersey
$620K -$135K -2,715 -17%
SA
54
Sanctuary Advisors
Indiana
$563K +$22.8K +458 +4%
GSEP
55
Golden State Equity Partners
California
$559K +$139K +2,801 +30%
OC
56
Oppenheimer & Co
New York
$553K -$249 -5 -0%
VF
57
Virtu Financial
New York
$539K +$577K +11,584 New
PWMA
58
Pension & Wealth Management Advisors
Massachusetts
$525K +$24.6K +494 +5%
SA
59
Sovran Advisors
California
$514K +$32.9K +662 +6%
WH
60
Willner & Heller
California
$436K +$129K +2,591 +38%
CM
61
Capital Management
Virginia
$419K
VWM
62
Venturi Wealth Management
Texas
$392K -$12.7M -256,018 -97%
WCP
63
Wealthcare Capital Partners
Pennsylvania
$389K -$34.5K -693 -8%
CIA
64
Concurrent Investment Advisors
Florida
$356K +$381K +7,650 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$351K -$40.3K -809 -10%
SPIA
66
Steward Partners Investment Advisory
New York
$347K +$244K +4,900 +192%
RAM
67
Redmond Asset Management
Virginia
$338K +$21K +421 +6%
SS
68
Sunbelt Securities
Texas
$307K +$16.2K +325 +5%
ADL
69
Asset Dedication LLC
California
$299K
OWM
70
Opes Wealth Management
California
$297K +$25.9K +520 +9%
BFA
71
Beacon Financial Advisory
Ohio
$296K +$317K +6,366 New
CFP
72
Cascade Financial Partners
California
$294K
RWB
73
RMR Wealth Builders
New Jersey
$292K +$2.39K +48 +0.8%
AWA
74
Arkadios Wealth Advisors
Georgia
$273K +$292K +5,875 New
FHA
75
Flagship Harbor Advisors
Massachusetts
$266K