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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
$29.3M +$1.74M +38,749 +7%
Morgan Stanley
2
Morgan Stanley
New York
$19.9M -$1.66M -36,919 -8%
Raymond James Financial
3
Raymond James Financial
Florida
$19.1M +$2.47M +54,968 +15%
Bank of America
4
Bank of America
North Carolina
$18.1M +$51.4K +1,144 +0.3%
Lido Advisors
5
Lido Advisors
California
$12.2M -$269K -5,976 -2%
SFGP
6
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.7M +$781K +17,383 +7%
LCM
7
LVM Capital Management
Michigan
$6.49M +$138K +3,062 +2%
LW
8
Linscomb Wealth
Texas
$5.84M -$134K -2,990 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.2M +$23.1K +515 +0.5%
SWP
10
Stratos Wealth Partners
Ohio
$4.85M +$162K +3,604 +4%
FFA
11
Founders Financial Alliance
North Carolina
$4.55M -$208K -4,631 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.43M +$370K +8,236 +9%
XF
13
XML Financial
Maryland
$4.35M +$260K +5,791 +7%
UAG
14
United Advisor Group
Ohio
$4.23M +$62.8K +1,398 +2%
UBS Group
15
UBS Group
Switzerland
$4.22M -$10.7M -237,855 -72%
SWM
16
Stonebridge Wealth Management
Illinois
$3.96M +$3.83M +85,161 New
IA
17
IFG Advisory
Georgia
$3.64M +$147K +3,280 +4%
CAP
18
Columbia Advisory Partners
Washington
$3.62M +$890K +19,811 +34%
PJWM
19
Philip James Wealth Mangement
Georgia
$3M +$48.2K +1,072 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.62M +$73K +1,625 +3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2.38M +$29.9K +665 +1%
EAM
22
Everstar Asset Management
North Carolina
$2.22M +$215K +4,787 +11%
TSWM
23
Tyler-Stone Wealth Management
Ohio
$2.17M -$584 -13 -0%
IAA
24
Independent Advisor Alliance
North Carolina
$2.16M +$2.08M +46,318 New
C
25
Certuity
Florida
$2.13M -$962K -21,407 -32%