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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
$27.6M -$3.78M -76,507 -12%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$213K -4,305 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$20.8M +$343K +6,944 +2%
Bank of America
4
Bank of America
North Carolina
$18.9M -$548K -11,090 -3%
SFGP
5
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$86.3K +1,747 +0.7%
Lido Advisors
6
Lido Advisors
California
$12.6M -$525K -10,616 -4%
LCM
7
LVM Capital Management
Michigan
$6.88M -$82K -1,660 -1%
LW
8
Linscomb Wealth
Texas
$5.9M -$361K -7,306 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.47M -$116K -2,354 -2%
UAG
10
United Advisor Group
Ohio
$5.24M +$700K +14,160 +16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.87M +$114K +2,310 +2%
UBS Group
12
UBS Group
Switzerland
$4.68M +$144K +2,908 +3%
XF
13
XML Financial
Maryland
$4.62M -$52.3K -1,059 -1%
FFA
14
Founders Financial Alliance
North Carolina
$4.59M -$285K -5,771 -6%
IA
15
IFG Advisory
Georgia
$4.16M +$255K +5,168 +7%
SWM
16
Stonebridge Wealth Management
Illinois
$4.06M -$193K -3,911 -5%
CAP
17
Columbia Advisory Partners
Washington
$3.92M +$37.5K +758 +1%
PJWM
18
Philip James Wealth Mangement
Georgia
$3.75M +$522K +10,556 +16%
SWP
19
Stratos Wealth Partners
Ohio
$2.97M -$2.21M -44,813 -43%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.78M -$33.1K -670 -1%
EAM
21
Everstar Asset Management
North Carolina
$2.35M -$26.2K -530 -1%
C
22
Certuity
Florida
$2.34M +$58.6K +1,186 +3%
MWM
23
Modern Wealth Management
Kansas
$2.33M +$1.75M +35,343 +315%
IAA
24
Independent Advisor Alliance
North Carolina
$2.15M -$165K -3,332 -7%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.89M -$656K -13,277 -26%