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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.2M +$9.33M +213,384 +105%
Bank of America
2
Bank of America
North Carolina
$12.5M +$5.13M +117,320 +76%
LW
3
Linscomb Wealth
Texas
$12.2M -$576K -13,162 -5%
PWS
4
Private Wealth Strategies
Ohio
$9.54M +$1.29M +29,565 +17%
Morgan Stanley
5
Morgan Stanley
New York
$7.9M +$2.39M +54,589 +47%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$4.62M +$105K +2,404 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.01M +$2.62M +59,906 +1,177%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.87M +$16K +367 +0.6%
LPL Financial
9
LPL Financial
California
$2.51M +$270K +6,175 +13%
RJA
10
Raymond James & Associates
Florida
$2.31M -$230K -5,250 -9%
XF
11
XML Financial
Maryland
$2.05M -$158K -3,614 -8%
LCM
12
LVM Capital Management
Michigan
$1.94M -$24.3K -555 -1%
William Blair & Company
13
William Blair & Company
Illinois
$1.63M -$114K -2,599 -7%
T
14
TRUADVICE
Florida
$1.39M -$128K -2,933 -9%
SFM
15
Signet Financial Management
New Jersey
$1.1M -$123K -2,810 -11%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.03M +$991K +22,663 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$983K +$202K +4,623 +28%
Creative Planning
18
Creative Planning
Kansas
$972K +$43.6K +996 +5%
WIM
19
Waverton Investment Management
United Kingdom
$837K +$34.5K +790 +5%
IMC Chicago
20
IMC Chicago
Illinois
$723K +$686K +15,698 New
CWM
21
Collaborative Wealth Management
Florida
$676K +$663K +15,157 New
PAG
22
Private Advisor Group
New Jersey
$589K +$95K +2,173 +20%
DP
23
Denver PWM
Colorado
$544K +$775K +17,727 New
IA
24
IFP Advisors
Florida
$501K -$64.5K -1,474 -12%
PGAM
25
Princeton Global Asset Management
New Jersey
$469K +$54.4K +1,245 +14%