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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Linscomb Wealth
Texas
$9.87M +$343K +9,974 +3%
AW
2
ACG Wealth
Georgia
$5.21M +$4.23M +123,101 +280%
Morgan Stanley
3
Morgan Stanley
New York
$5.18M -$417K -12,134 -7%
UBS Group
4
UBS Group
Switzerland
$3.53M +$2.24M +65,301 +136%
CCA
5
Clearwater Capital Advisors
Illinois
$3.09M -$183K -5,333 -5%
LCM
6
LVM Capital Management
Michigan
$1.87M -$153K -4,465 -7%
RJA
7
Raymond James & Associates
Florida
$1.64M -$498K -14,500 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.5M -$147K -4,279 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.39M +$1.53M +44,560 New
IDA
10
Intelligence Driven Advisers
California
$1.24M +$1.37M +39,895 New
LPL Financial
11
LPL Financial
California
$1.1M -$130K -3,782 -10%
Bank of America
12
Bank of America
North Carolina
$1.05M -$2.17K -63 -0.2%
Jane Street
13
Jane Street
New York
$934K -$289K -8,412 -22%
SFM
14
Signet Financial Management
New Jersey
$803K +$106K +3,097 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$785K +$342K +9,943 +65%
SIA
16
Starfire Investment Advisers
Michigan
$772K +$29.8K +867 +4%
IA
17
IFP Advisors
Florida
$642K +$23.2K +675 +3%
CBN
18
Cadence Bank NA
Texas
$587K +$61.5K +1,791 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$545K +$306K +8,897 +98%
DP
20
Denver PWM
Colorado
$454K +$71.1K +2,070 +19%
OFG
21
Omega Financial Group
California
$443K +$488K +14,216 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$411K -$490K -14,247 -52%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$396K +$2.82K +82 +0.6%
CM
24
Capital Management
Virginia
$355K +$152K +4,438 +64%
NFG
25
Next Financial Group
Texas
$315K +$347K +10,097 New