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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
$9.09M -$155K -5,552 -2%
Morgan Stanley
2
Morgan Stanley
New York
$4.97M +$1.47M +52,786 +47%
PWS
3
Private Wealth Strategies
Ohio
$4.14M +$3.84M +138,010 New
ACWM
4
Adams Chetwood Wealth Management
North Carolina
$2.63M +$82.8K +2,974 +4%
Bank of America
5
Bank of America
North Carolina
$2M +$325K +11,669 +21%
LCM
6
LVM Capital Management
Michigan
$1.93M -$214K -7,670 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.75M -$274K -9,837 -14%
LPL Financial
8
LPL Financial
California
$1.58M +$331K +11,903 +29%
RJA
9
Raymond James & Associates
Florida
$1.53M -$71K -2,550 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.31M -$401K -14,414 -25%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.18M +$233K +8,370 +27%
MA
12
Mutual Advisors
Nebraska
$1.11M +$1.03M +37,000 New
UBS Group
13
UBS Group
Switzerland
$932K -$34.3K -1,232 -4%
SFM
14
Signet Financial Management
New Jersey
$830K +$150K +5,383 +27%
SIA
15
Starfire Investment Advisers
Michigan
$654K -$21.2K -763 -3%
CBN
16
Cadence Bank NA
Texas
$627K -$3.56K -128 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$612K -$670K -24,052 -54%
DP
18
Denver PWM
Colorado
$568K +$2.62K +94 +0.5%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$473K +$3.2K +115 +0.7%
WIM
20
Waverton Investment Management
United Kingdom
$468K +$23.2K +835 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$424K +$393K +14,108 New
CCA
22
Clearwater Capital Advisors
Illinois
$373K -$244K -8,758 -41%
CM
23
Capital Management
Virginia
$270K -$50.1K -1,800 -17%
NFG
24
Next Financial Group
Texas
$265K +$6.43K +231 +3%
AWM
25
AE Wealth Management
Kansas
$254K -$2.37K -85 -1%