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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
51
Princeton Global Asset Management
New Jersey
$499K -$474K -8,835 -48%
AWE
52
Avidian Wealth Enterprises
Texas
$482K +$489K +9,101 New
OWM
53
Opes Wealth Management
California
$470K +$36.2K +675 +8%
WCP
54
Wealthcare Capital Partners
Pennsylvania
$454K +$1.61K +30 +0.4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$441K +$226K +4,201 +102%
AWA
56
Arkadios Wealth Advisors
Georgia
$436K +$66.4K +1,237 +18%
MSWA
57
Marshall & Sterling Wealth Advisors
New York
$434K -$1.78M -33,185 -80%
CM
58
Capital Management
Virginia
$429K -$48.3K -900 -10%
KAS
59
Kestra Advisory Services
Texas
$425K +$76.4K +1,423 +22%
SPIA
60
Steward Partners Investment Advisory
New York
$391K
RAM
61
Redmond Asset Management
Virginia
$387K +$2.47K +46 +0.6%
GWP
62
Gateway Wealth Partners
Wisconsin
$384K +$389K +7,253 New
SFM
63
Signet Financial Management
New Jersey
$379K -$35.4K -660 -8%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$368K +$30.6K +570 +9%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$360K -$388K -7,231 -52%
TWM
66
TopTier Wealth Management
Wisconsin
$359K +$1.29K +24 +0.4%
ADL
67
Asset Dedication LLC
California
$340K
RWB
68
RMR Wealth Builders
New Jersey
$335K -$30.4K -567 -8%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$332K +$161 +3 +0%
SA
70
Sanctuary Advisors
Indiana
$328K +$8.43K +157 +3%
QP
71
Quartz Partners
New York
$323K +$61.5K +1,146 +23%
JGCM
72
Joseph Group Capital Management
Ohio
$322K -$28.9K -538 -8%
PAS
73
Park Avenue Securities
New York
$320K +$44.7K +832 +16%
PWMA
74
Pension & Wealth Management Advisors
Massachusetts
$305K +$7.62K +142 +3%
FHA
75
Flagship Harbor Advisors
Massachusetts
$303K