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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.5M +$596K +11,983 +2%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M -$851K -17,107 -4%
Bank of America
3
Bank of America
North Carolina
$18.1M +$4.39M +88,159 +29%
Raymond James Financial
4
Raymond James Financial
Florida
$16.5M +$1.88M +37,793 +12%
UBS Group
5
UBS Group
Switzerland
$15.3M +$194K +3,902 +1%
Lido Advisors
6
Lido Advisors
California
$12.5M -$10.5M -211,541 -44%
SFGP
7
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.9M +$2.46M +49,432 +27%
LCM
8
LVM Capital Management
Michigan
$6.34M +$63.8K +1,282 +0.9%
LW
9
Linscomb Wealth
Texas
$5.97M -$242K -4,867 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.17M +$277K +5,564 +5%
FFA
11
Founders Financial Alliance
North Carolina
$4.76M +$196K +3,940 +4%
SWP
12
Stratos Wealth Partners
Ohio
$4.67M +$4.44M +89,263 +792%
UAG
13
United Advisor Group
Ohio
$4.16M +$326K +6,560 +8%
XF
14
XML Financial
Maryland
$4.08M +$236K +4,736 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.04M -$430K -8,637 -9%
IA
16
IFG Advisory
Georgia
$3.48M +$469K +9,424 +14%
Two Sigma Investments
17
Two Sigma Investments
New York
$3.19M +$2.47M +49,700 +264%
C
18
Certuity
Florida
$3.12M -$159K -3,187 -5%
PJWM
19
Philip James Wealth Mangement
Georgia
$2.95M -$8.01K -161 -0.3%
CAP
20
Columbia Advisory Partners
Washington
$2.69M +$465K +9,353 +19%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.54M +$277K +5,573 +11%
MA
22
MAS Advisors
Florida
$2.35M +$782K +15,704 +45%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.34M +$2.51M +50,383 New
TSWM
24
Tyler-Stone Wealth Management
Ohio
$2.16M +$1.38M +27,815 +149%
EAM
25
Everstar Asset Management
North Carolina
$1.99M +$207K +4,153 +11%