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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$21.3M +$328K +7,619 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$19.5M +$20.4M +474,056 New
LPL Financial
3
LPL Financial
California
$12.7M +$1.98M +45,991 +18%
UBS Group
4
UBS Group
Switzerland
$11.4M -$58.6K -1,363 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$10.4M +$2.33M +54,308 +28%
RJA
6
Raymond James & Associates
Florida
$6.64M +$140K +3,260 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.43M +$1.37M +31,919 +26%
LW
8
Linscomb Wealth
Texas
$6.41M -$712K -16,557 -10%
TFG
9
Team Financial Group
California
$6.31M +$6.58M +153,130 New
Bank of America
10
Bank of America
North Carolina
$5.07M -$155K -3,614 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.95M -$909K -21,143 -15%
LCM
12
LVM Capital Management
Michigan
$4.06M +$290K +6,749 +7%
XF
13
XML Financial
Maryland
$3.63M +$798K +18,571 +27%
BFM
14
Boston Financial Management
Massachusetts
$1.89M -$946 -22 -0%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M +$75.9K +1,765 +4%
C
16
Certuity
Florida
$1.47M -$218K -5,071 -12%
KIA
17
KLR Investment Advisors
Rhode Island
$1.43M -$49.8K -1,159 -3%
SWP
18
Stratos Wealth Partners
Ohio
$1.39M -$80.9K -1,882 -5%
JGCM
19
Joseph Group Capital Management
Ohio
$1.25M -$24.4K -568 -2%
CWM
20
Collaborative Wealth Management
Florida
$1.2M -$81.1K -1,887 -6%
AF
21
Allworth Financial
California
$1.04M +$15.9K +369 +1%
CRI
22
Colonial River Investments
Virginia
$982K +$1.03M +23,845 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$974K +$33.2K +773 +3%
T
24
TRUADVICE
Florida
$939K +$574K +13,343 +134%
WIM
25
Waverton Investment Management
United Kingdom
$864K -$99.3K -2,310 -11%