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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
$7.75M -$628K -18,902 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.16M -$115K -3,455 -3%
Morgan Stanley
3
Morgan Stanley
New York
$2.84M -$1.94M -58,411 -34%
ACWM
4
Adams Chetwood Wealth Management
North Carolina
$2.36M +$345K +10,383 +14%
LCM
5
LVM Capital Management
Michigan
$1.81M +$44K +1,325 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.71M +$172K +5,194 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.46M +$613K +18,476 +46%
Bank of America
8
Bank of America
North Carolina
$1.38M -$148K -4,461 -7%
RJA
9
Raymond James & Associates
Florida
$1.34M -$301K -9,059 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.12M +$538K +16,202 +57%
LPL Financial
11
LPL Financial
California
$1.02M +$189K +5,685 +16%
UBS Group
12
UBS Group
Switzerland
$811K +$194K +5,832 +22%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$777K +$1.03M +30,927 New
SIA
14
Starfire Investment Advisers
Michigan
$567K -$38K -1,144 -5%
CCA
15
Clearwater Capital Advisors
Illinois
$533K -$585K -17,628 -45%
CBN
16
Cadence Bank NA
Texas
$527K
SFM
17
Signet Financial Management
New Jersey
$526K -$147K -4,430 -18%
DP
18
Denver PWM
Colorado
$440K -$18.8K -567 -3%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$393K -$4.85K -146 -0.9%
WIM
20
Waverton Investment Management
United Kingdom
$368K +$371K +11,165 New
CM
21
Capital Management
Virginia
$271K -$566K -17,050 -61%
OFG
22
Omega Financial Group
California
$231K -$123K -3,691 -29%
NFG
23
Next Financial Group
Texas
$216K
AWM
24
AE Wealth Management
Kansas
$215K +$34.9K +1,052 +14%
SS
25
Simplicity Solutions
Minnesota
$207K +$34.9K +1,052 +15%