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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$611K -$241K -5,364 -29%
SA
52
Sovran Advisors
California
$592K +$5.21K +116 +1%
PWMA
53
Pension & Wealth Management Advisors
Massachusetts
$580K +$52.1K +1,160 +10%
CWM
54
Collaborative Wealth Management
Florida
$564K -$66.2K -1,474 -11%
GSEP
55
Golden State Equity Partners
California
$560K +$584 +13 +0.1%
OC
56
Oppenheimer & Co
New York
$548K -$4.76K -106 -0.9%
AA
57
Armis Advisers
Georgia
$533K -$117K -2,595 -18%
SA
58
Sanctuary Advisors
Indiana
$530K -$33K -735 -6%
MWM
59
Modern Wealth Management
Kansas
$522K +$504K +11,219 New
SFM
60
Signet Financial Management
New Jersey
$452K -$162K -3,613 -27%
WH
61
Willner & Heller
California
$449K +$11.5K +255 +3%
VWM
62
Venturi Wealth Management
Texas
$427K +$33.5K +745 +9%
CM
63
Capital Management
Virginia
$419K
WCP
64
Wealthcare Capital Partners
Pennsylvania
$393K +$3.6K +80 +1%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$383K +$158K +3,515 +75%
KAS
66
Kestra Advisory Services
Texas
$370K +$126K +2,807 +55%
JGCM
67
Joseph Group Capital Management
Ohio
$364K -$1.02M -22,634 -74%
OWM
68
Opes Wealth Management
California
$350K +$50.6K +1,125 +18%
SPIA
69
Steward Partners Investment Advisory
New York
$347K
RAM
70
Redmond Asset Management
Virginia
$345K +$5.93K +132 +2%
SS
71
Sunbelt Securities
Texas
$321K -$14.6K -325 -5%
RWB
72
RMR Wealth Builders
New Jersey
$321K +$27.5K +611 +10%
ADL
73
Asset Dedication LLC
California
$299K
AQR Capital Management
74
AQR Capital Management
Connecticut
$296K -$53.4K -1,189 -16%
CFP
75
Cascade Financial Partners
California
$295K