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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
$27.1M -$285K -5,752 -1%
Morgan Stanley
2
Morgan Stanley
New York
$22.2M +$1.19M +23,978 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$20.8M +$57.9K +1,168 +0.3%
SFGP
4
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.9M +$391K +7,897 +3%
Lido Advisors
5
Lido Advisors
California
$12.6M -$24.1K -487 -0.2%
Bank of America
6
Bank of America
North Carolina
$9.23M -$9.53M -192,289 -51%
LCM
7
LVM Capital Management
Michigan
$6.82M -$11.5K -232 -0.2%
UAG
8
United Advisor Group
Ohio
$6.03M +$823K +16,609 +16%
LW
9
Linscomb Wealth
Texas
$5.81M -$44.6K -901 -0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.03M -$400K -8,082 -7%
UBS Group
11
UBS Group
Switzerland
$4.96M +$309K +6,235 +7%
XF
12
XML Financial
Maryland
$4.65M +$58.2K +1,174 +1%
FFA
13
Founders Financial Alliance
North Carolina
$4.61M +$47K +949 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.6M -$232K -4,677 -5%
IA
15
IFG Advisory
Georgia
$4.32M +$184K +3,715 +4%
CAP
16
Columbia Advisory Partners
Washington
$3.94M +$45.1K +911 +1%
PJWM
17
Philip James Wealth Mangement
Georgia
$3.83M +$101K +2,039 +3%
MWM
18
Modern Wealth Management
Kansas
$3.79M +$1.47M +29,738 +64%
SWM
19
Stonebridge Wealth Management
Illinois
$3.72M -$312K -6,298 -8%
SWP
20
Stratos Wealth Partners
Ohio
$2.62M -$323K -6,528 -11%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.5M -$256K -5,172 -9%
C
22
Certuity
Florida
$2.24M -$88.1K -1,778 -4%
IAA
23
Independent Advisor Alliance
North Carolina
$2.19M +$61.8K +1,247 +3%
MSWA
24
Marshall & Sterling Wealth Advisors
New York
$2.05M +$580K +11,697 +39%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.8M -$70K -1,412 -4%