WisdomTree U.S. SmallCap Quality Dividend Growth Fund(DGRS)

$59.14—Stale · unknown old

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WisdomTree U.S. SmallCap Quality Dividend Growth Fund(DGRS)

NASDAQ • Last print unknown ago

$59.14—Stale · unknown old

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DGRS(DGRS)

DGRS

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 172 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	617.51K	Jun 30, 26	+58.65K	9.23%
MORGAN STANLEY	535.10K	Jun 30, 26	+13.87K	7.99%
Stonebridge Financial Group, LLC	289.80K	Jun 30, 26	+8.22K	4.33%
BANK OF AMERICA CORP /DE/	167.79K	Jun 30, 26	-12.72K	2.51%
LVM CAPITAL MANAGEMENT LTD/MI	148.48K	Jun 30, 26	+4.39K	2.22%
RAYMOND JAMES FINANCIAL INC	141.71K	Jun 30, 26	-85.25K	2.12%
United Advisor Group, LLC	127.70K	Jun 30, 26	+3.04K	1.91%
ADVISOR GROUP HOLDINGS, INC.	116.62K	Jun 30, 26	+97.96K	1.74%
COMMONWEALTH EQUITY SERVICES, LLC	101.81K	Jun 30, 26	-3.11K	1.52%
UBS Group AG	99.72K	Jun 30, 26	-6.55K	1.49%
Modern Wealth Management, LLC	97.43K	Jun 30, 26	+3.40K	1.46%
XML Financial, LLC	97.13K	Jun 30, 26	-6.06K	1.45%
Linscomb & Williams, Inc.	96.20K	Jun 30, 26	-4.49K	1.44%
ROYAL BANK OF CANADA	83.92K	Jun 30, 26	-5.81K	1.25%
COLUMBIA ADVISORY PARTNERS LLC	79.48K	Jun 30, 26	+801	1.19%
IFG Advisory, LLC	75.78K	Jun 30, 26	+75.78K	1.13%
BANK OF NOVA SCOTIA	63.28K	Jun 30, 26	-21.15K	0.95%
Stonebridge Wealth Management, LLC	61.14K	Jun 30, 26	-5.15K	0.91%
Philip James Wealth Mangement, LLC	52.79K	Jun 30, 26	-2.41K	0.79%
Independent Advisor Alliance	48.38K	Jun 30, 26	-5.98K	0.72%
Stratos Wealth Partners, LTD.	44.87K	Jun 30, 26	-1.86K	0.67%
Dickmeyer Boyce Financial Management, Inc.	43.20K	Jun 30, 26	+890	0.65%
Strategic Financial Concepts, LLC	40.18K	Jun 30, 26	+3.27K	0.60%
Vestmark Advisory Solutions, Inc.	36.01K	Jun 30, 26	--	0.54%
CERTUITY, LLC	35.51K	Jun 30, 26	-5	0.53%
CAPTRUST FINANCIAL ADVISORS	33.30K	Jun 30, 26	-10	0.50%
Private Advisor Group, LLC	32.26K	Jun 30, 26	+2.76K	0.48%
LifeWealth Investments, LLC	31.83K	Jun 30, 26	+3.50K	0.48%
ENVESTNET ASSET MANAGEMENT INC	30.50K	Jun 30, 26	+1.83K	0.46%
Everstar Asset Management, LLC	30.02K	Jun 30, 26	+4.21K	0.45%
Cambridge Investment Research Advisors, Inc.	26.86K	Jun 30, 26	+6.16K	0.40%
HARBOR INVESTMENT ADVISORY, LLC	20.30K	Jun 30, 26	+6.12K	0.30%
TWO SIGMA INVESTMENTS, LP	18.50K	Jun 30, 26	-10.60K	0.28%
Allworth Financial LP	17.94K	Jun 30, 26	-293	0.27%
Cetera Investment Advisers	16.33K	Jun 30, 26	-167	0.24%
JPMORGAN CHASE & CO	16.27K	Jun 30, 26	+279	0.24%
PRECEDENT WEALTH PARTNERS, LLC	15.68K	Jun 30, 26	-544	0.23%
UBS ASSET MANAGEMENT AMERICAS INC	14.91K	Jun 30, 26	--	0.22%
Creative Planning	13.44K	Jun 30, 26	+12	0.20%
OPPENHEIMER & CO INC	12.68K	Jun 30, 26	+361	0.19%
Sovran Advisors, LLC	11.26K	Jun 30, 26	-453	0.17%
Team Financial Group, LLC	10.04K	Jun 30, 26	+35	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.98K	Jun 30, 26	-246	0.15%
WealthPoint Financial, LLC	9.97K	Jun 30, 26	+167	0.15%
Summit Financial, LLC	9.59K	Jun 30, 26	-239	0.14%
Princeton Global Asset Management LLC	9.18K	Jun 30, 26	-243	0.14%
FIRST NATIONAL BANK SIOUX FALLS	9.05K	Jun 30, 26	--	0.14%
Arkadios Wealth Advisors	8.92K	Jun 30, 26	+687	0.13%
Wealthcare Capital Partners, LLC	8.92K	Jun 30, 26	+337	0.13%
Avidian Wealth Solutions, LLC	8.87K	Jun 30, 26	-236	0.13%
EP Wealth Advisors, LLC	8.74K	Jun 30, 26	+8.74K	0.13%
CAPITAL MANAGEMENT CORP /VA	8.10K	Jun 30, 26	--	0.12%
COMPASS FINANCIAL MANAGEMENT LLC	8.08K	Jun 30, 26	+8.08K	0.12%
Savant Capital, LLC	7.98K	Jun 30, 26	+4.14K	0.12%
IHT Wealth Management, LLC	7.82K	Jun 30, 26	-1.98K	0.12%
Redmond Asset Management, LLC	7.76K	Jun 30, 26	+460	0.12%
JONES FINANCIAL COMPANIES LLLP	7.49K	Jun 30, 26	+470	0.11%
Steward Partners Investment Advisory, LLC	7.38K	Jun 30, 26	--	0.11%
MERCER GLOBAL ADVISORS INC /ADV	7.37K	Jun 30, 26	-965	0.11%
FMR LLC	7.13K	Jun 30, 26	+5.00K	0.11%
TopTier Wealth Management, LLC	6.78K	Jun 30, 26	+1	0.10%
CITADEL ADVISORS LLC	6.50K	Jun 30, 26	+6.50K	0.10%
PARK AVENUE SECURITIES LLC	6.50K	Jun 30, 26	+462	0.10%
Quartz Partners, LLC	6.49K	Jun 30, 26	+384	0.10%
Asset Dedication, LLC	6.42K	Jun 30, 26	--	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.30K	Jun 30, 26	-468	0.09%
Rockefeller Capital Management L.P.	6.28K	Jun 30, 26	+5	0.09%
RMR Wealth Builders	6.17K	Jun 30, 26	-165	0.09%
Sanctuary Advisors, LLC	5.95K	Jun 30, 26	-252	0.09%
Joseph Group Capital Management	5.92K	Jun 30, 26	-159	0.09%
FLAGSHIP HARBOR ADVISORS, LLC	5.73K	Jun 30, 26	--	0.09%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	5.58K	Jun 30, 26	-173	0.08%
Kestra Advisory Services, LLC	5.43K	Jun 30, 26	-2.59K	0.08%
Marshall & Sterling Wealth Advisors Inc.	5.41K	Jun 30, 26	-2.79K	0.08%
Cascade Financial Partners, LLC	5.37K	Jun 30, 26	--	0.08%
STIFEL FINANCIAL CORP	5.32K	Jun 30, 26	-121	0.08%
Venturi Wealth Management, LLC	5.15K	Jun 30, 26	-26	0.08%
IMC-Chicago, LLC	5.15K	Jun 30, 26	+567	0.08%
Atria Investments, Inc	4.69K	Jun 30, 26	-226	0.07%
Founders Financial Alliance, LLC	4.55K	Jun 30, 26	-90.69K	0.07%
Chicago Partners Investment Group LLC	4.54K	Jun 30, 26	-166	0.07%
HUNTINGTON NATIONAL BANK	4.50K	Jun 30, 26	-61	0.07%
FLOW TRADERS U.S. LLC	4.38K	Jun 30, 26	+4.38K	0.07%
Empirical Asset Management, LLC	4.14K	Jun 30, 26	-238	0.06%
Farther Finance Advisors, LLC	3.90K	Jun 30, 26	+3.90K	0.06%
Redwood Family Wealth LLC	3.77K	Jun 30, 26	-170	0.06%
Beacon Financial Advisory LLC	3.68K	Jun 30, 26	-171	0.05%
TRUIST FINANCIAL CORP	3.67K	Jun 30, 26	+3.67K	0.05%
OPTIMA CAPITAL LLC	3.62K	Jun 30, 26	+3.62K	0.05%
BESSEMER GROUP INC	3.53K	Jun 30, 26	--	0.05%
Bison Wealth, LLC	3.47K	Jun 30, 26	-446	0.05%
Gateway Wealth Partners, LLC	3.41K	Jun 30, 26	-3.84K	0.05%
Seek First Inc.	3.38K	Jun 30, 26	+3.38K	0.05%
BANK OF MONTREAL /CAN/	3.30K	Jun 30, 26	--	0.05%
CENTAURUS FINANCIAL, INC.	3.15K	Jun 30, 26	+49	0.05%
NATIONAL BANK OF CANADA /FI/	2.60K	Jun 30, 26	--	0.04%
Capital Advisors, Ltd. LLC	2.60K	Jun 30, 26	--	0.04%
REAP Financial Group, LLC	2.34K	Jun 30, 26	-1.01K	0.04%
Integrated Wealth Concepts LLC	2.23K	Jun 30, 26	+2.23K	0.03%
SBI Securities Co., Ltd.	1.98K	Jun 30, 26	-50	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.82K	Jun 30, 26	-24	0.03%
Global Retirement Partners, LLC	1.71K	Jun 30, 26	+1.71K	0.03%
Golden State Wealth Management, LLC	1.24K	Jun 30, 26	-167	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	1.19K	Jun 30, 26	--	0.02%
BLAIR WILLIAM & CO/IL	1.17K	Jun 30, 26	--	0.02%
Ancora Advisors, LLC	1.09K	Jun 30, 26	--	0.02%
NBC SECURITIES, INC.	1.08K	Jun 30, 26	+36	0.02%
ASSETMARK, INC	1.00K	Jun 30, 26	--	0.01%
VANGUARD ADVISERS INC	628	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	616	Jun 30, 26	--	0.01%
Institute for Wealth Management, LLC.	568	Jun 30, 26	+568	0.01%
PRIVATE TRUST CO NA	476	Jun 30, 26	+245	0.01%
Medallion Wealth Advisors, LLC	469	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	358	Jun 30, 26	+251	0.01%
CoreCap Advisors, LLC	354	Jun 30, 26	--	0.01%
AE Wealth Management LLC	304	Jun 30, 26	-2.93K	0.00%
Glen Eagle Advisors, LLC	301	Jun 30, 26	+2	0.00%
IFP Advisors, Inc	285	Jun 30, 26	+285	0.00%
FIFTH THIRD BANCORP	239	Jun 30, 26	-9	0.00%
Parallel Advisors, LLC	211	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	192	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	183	Jun 30, 26	+110	0.00%
Capital Investment Advisory Services, LLC	148	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	122	Jun 30, 26	--	0.00%
Covestor Ltd	100	Jun 30, 26	+12	0.00%
Geneos Wealth Management Inc.	100	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	62	Jun 30, 26	--	0.00%
Main Street Group, LTD	51	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	20	Jun 30, 26	--	0.00%
SHP Wealth Management	14	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	7	Jun 30, 26	+7	0.00%
Golden State Equity Partners	--	Jun 30, 26	-13.14K	--
MWA Asset Management	--	Jun 30, 26	-3.15K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-192	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.03K	--
BlackRock, Inc.	--	Jun 30, 26	-220	--
Lido Advisors, LLC	--	Jun 30, 26	-235.59K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.26K	--
CWM, LLC	48.26K	Mar 31, 26	-2.14K	0.72%
Opes Wealth Management LLC	8.87K	Mar 31, 26	+675	0.13%
SIGNET FINANCIAL MANAGEMENT, LLC	7.15K	Mar 31, 26	-660	0.11%
Sunbelt Securities, Inc.	3.02K	Mar 31, 26	--	0.05%
Financial Gravity Asset Management, Inc.	7	Mar 31, 26	+7	0.00%
Cadence Bank	4.60K	Dec 31, 25	-7	0.07%
COMERICA BANK	199	Dec 31, 25	--	0.00%
ORG Partners LLC	--	Dec 31, 25	-2.75K	--
MAS Advisors LLC	20.53K	Sep 30, 25	-271	0.31%
Waverton Investment Management Ltd	18.82K	Sep 30, 25	--	0.28%
Tyler-Stone Wealth Management	46.52K	Jun 30, 25	-13	0.69%
BOSTON FINANCIAL MANGEMENT LLC	48.86K	Dec 31, 24	+383	0.73%
RAYMOND JAMES & ASSOCIATES	209.62K	Sep 30, 24	+24.35K	3.13%
Raymond James Financial Services Advisors, Inc.	158.10K	Sep 30, 24	+30.83K	2.36%
FinTrust Capital Advisors, LLC	4.71K	Sep 30, 24	+1.92K	0.07%
9258 Wealth Management, LLC	--	Sep 30, 24	-6.40K	--
Private Wealth Strategies, L.L.C.	550.43K	Jun 30, 24	+15.18K	8.22%
ICA Group Wealth Management, LLC	591	Jun 30, 24	--	0.01%
KLR INVESTMENT ADVISORS, LLC	35.34K	Mar 31, 24	+1.17K	0.53%
Cetera Advisors LLC	8.38K	Mar 31, 24	-5.65K	0.13%
Truadvice, LLC	23.29K	Sep 30, 23	+13.34K	0.35%
Sargent Bickham Lagudis LLC	80	Dec 31, 22	+1	0.00%
55I, LLC	13.50K	Sep 30, 22	+2.97K	0.20%
MUFG Americas Holdings Corp	1.07K	Sep 30, 22	--	0.02%
American Portfolios Advisors	100	Sep 30, 22	+100	0.00%
CADENCE BANK NA	--	Sep 30, 22	-7.12K	--
Adams Chetwood Wealth Management LLC	103.46K	Mar 31, 22	+632	1.55%
NEXT Financial Group, Inc	--	Dec 31, 21	-11.75K	--
FARR MILLER & WASHINGTON LLC/DC	5.55K	Sep 30, 21	+5.55K	0.08%
Starfire Investment Advisers, Inc.	21.80K	Jun 30, 20	-763	0.33%
Advisor Group, Inc.	4.15K	Dec 31, 19	+5	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.08K	Dec 31, 19	+108	0.02%
Commonwealth Equity Services, Inc	8.57K	Jun 30, 17	+1.07K	0.13%
UBS AG	708	Sep 30, 14	+708	0.01%

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Holder

Date

Change

% Held

LPL Financial LLC

617.51K

Jun 30, 26

+58.65K

9.23%

MORGAN STANLEY

535.10K

Jun 30, 26

+13.87K

7.99%

Stonebridge Financial Group, LLC

289.80K

Jun 30, 26

+8.22K

4.33%

BANK OF AMERICA CORP /DE/

167.79K

Jun 30, 26

-12.72K

2.51%

LVM CAPITAL MANAGEMENT LTD/MI

148.48K

Jun 30, 26

+4.39K

2.22%

RAYMOND JAMES FINANCIAL INC

141.71K

Jun 30, 26

-85.25K

2.12%

United Advisor Group, LLC

127.70K

Jun 30, 26

+3.04K

1.91%

ADVISOR GROUP HOLDINGS, INC.

116.62K

Jun 30, 26

+97.96K

1.74%

COMMONWEALTH EQUITY SERVICES, LLC

101.81K

Jun 30, 26

-3.11K

1.52%

UBS Group AG

99.72K

Jun 30, 26

-6.55K

1.49%

Modern Wealth Management, LLC

97.43K

Jun 30, 26

+3.40K

1.46%

XML Financial, LLC

97.13K

Jun 30, 26

-6.06K

1.45%

Linscomb & Williams, Inc.

96.20K

Jun 30, 26

-4.49K

1.44%

ROYAL BANK OF CANADA

83.92K

Jun 30, 26

-5.81K

1.25%

COLUMBIA ADVISORY PARTNERS LLC

79.48K

Jun 30, 26

+801

1.19%

IFG Advisory, LLC

75.78K

Jun 30, 26

+75.78K

1.13%

BANK OF NOVA SCOTIA

63.28K

Jun 30, 26

-21.15K

0.95%

Stonebridge Wealth Management, LLC

61.14K

Jun 30, 26

-5.15K

0.91%

Philip James Wealth Mangement, LLC

52.79K

Jun 30, 26

-2.41K

0.79%

Independent Advisor Alliance

48.38K

Jun 30, 26

-5.98K

0.72%

Stratos Wealth Partners, LTD.

44.87K

Jun 30, 26

-1.86K

0.67%

Dickmeyer Boyce Financial Management, Inc.

43.20K

Jun 30, 26

+890

0.65%

Strategic Financial Concepts, LLC

40.18K

Jun 30, 26

+3.27K

0.60%

Vestmark Advisory Solutions, Inc.

36.01K

Jun 30, 26

0.54%

CERTUITY, LLC

35.51K

Jun 30, 26

-5

0.53%

CAPTRUST FINANCIAL ADVISORS

33.30K

Jun 30, 26

-10

0.50%

Private Advisor Group, LLC

32.26K

Jun 30, 26

+2.76K

0.48%

LifeWealth Investments, LLC

31.83K

Jun 30, 26

+3.50K

0.48%

ENVESTNET ASSET MANAGEMENT INC

30.50K

Jun 30, 26

+1.83K

0.46%

Everstar Asset Management, LLC

30.02K

Jun 30, 26

+4.21K

0.45%

Cambridge Investment Research Advisors, Inc.

26.86K

Jun 30, 26

+6.16K

0.40%

HARBOR INVESTMENT ADVISORY, LLC

20.30K

Jun 30, 26

+6.12K

0.30%

TWO SIGMA INVESTMENTS, LP

18.50K

Jun 30, 26

-10.60K

0.28%

Allworth Financial LP

17.94K

Jun 30, 26

-293

0.27%

Cetera Investment Advisers

16.33K

Jun 30, 26

-167

0.24%

JPMORGAN CHASE & CO

16.27K

Jun 30, 26

+279

0.24%

PRECEDENT WEALTH PARTNERS, LLC

15.68K

Jun 30, 26

-544

0.23%

UBS ASSET MANAGEMENT AMERICAS INC

14.91K

Jun 30, 26

0.22%

Creative Planning

13.44K

Jun 30, 26

+12

0.20%

OPPENHEIMER & CO INC

12.68K

Jun 30, 26

+361

0.19%

Sovran Advisors, LLC

11.26K

Jun 30, 26

-453

0.17%

Team Financial Group, LLC

10.04K

Jun 30, 26

+35

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.98K

Jun 30, 26

-246

0.15%

WealthPoint Financial, LLC

9.97K

Jun 30, 26

+167

0.15%

Summit Financial, LLC

9.59K

Jun 30, 26

-239

0.14%

Princeton Global Asset Management LLC

9.18K

Jun 30, 26

-243

0.14%

FIRST NATIONAL BANK SIOUX FALLS

9.05K

Jun 30, 26

0.14%

Arkadios Wealth Advisors

8.92K

Jun 30, 26

+687

0.13%

Wealthcare Capital Partners, LLC

8.92K

Jun 30, 26

+337

0.13%

Avidian Wealth Solutions, LLC

8.87K

Jun 30, 26

-236

0.13%

EP Wealth Advisors, LLC

8.74K

Jun 30, 26

+8.74K

0.13%

CAPITAL MANAGEMENT CORP /VA

8.10K

Jun 30, 26

0.12%

COMPASS FINANCIAL MANAGEMENT LLC

8.08K

Jun 30, 26

+8.08K

0.12%

Savant Capital, LLC

7.98K

Jun 30, 26

+4.14K

0.12%

IHT Wealth Management, LLC

7.82K

Jun 30, 26

-1.98K

0.12%

Redmond Asset Management, LLC

7.76K

Jun 30, 26

+460

0.12%

JONES FINANCIAL COMPANIES LLLP

7.49K

Jun 30, 26

+470

0.11%

Steward Partners Investment Advisory, LLC

7.38K

Jun 30, 26

0.11%

MERCER GLOBAL ADVISORS INC /ADV

7.37K

Jun 30, 26

-965

0.11%

FMR LLC

7.13K

Jun 30, 26

+5.00K

0.11%

TopTier Wealth Management, LLC

6.78K

Jun 30, 26

0.10%

CITADEL ADVISORS LLC

6.50K

Jun 30, 26

+6.50K

0.10%

PARK AVENUE SECURITIES LLC

6.50K

Jun 30, 26

+462

0.10%

Quartz Partners, LLC

6.49K

Jun 30, 26

+384

0.10%

Asset Dedication, LLC

6.42K

Jun 30, 26

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

6.30K

Jun 30, 26

-468

0.09%

Rockefeller Capital Management L.P.

6.28K

Jun 30, 26

0.09%

RMR Wealth Builders

6.17K

Jun 30, 26

-165

0.09%

Sanctuary Advisors, LLC

5.95K

Jun 30, 26

-252

0.09%

Joseph Group Capital Management

5.92K

Jun 30, 26

-159

0.09%

FLAGSHIP HARBOR ADVISORS, LLC

5.73K

Jun 30, 26

0.09%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

5.58K

Jun 30, 26

-173

0.08%

Kestra Advisory Services, LLC

5.43K

Jun 30, 26

-2.59K

0.08%

Marshall & Sterling Wealth Advisors Inc.

5.41K

Jun 30, 26

-2.79K

0.08%

Cascade Financial Partners, LLC

5.37K

Jun 30, 26

0.08%

STIFEL FINANCIAL CORP

5.32K

Jun 30, 26

-121

0.08%

Venturi Wealth Management, LLC

5.15K

Jun 30, 26

-26

0.08%

IMC-Chicago, LLC

5.15K

Jun 30, 26

+567

0.08%

Atria Investments, Inc

4.69K

Jun 30, 26

-226

0.07%

Founders Financial Alliance, LLC

4.55K

Jun 30, 26

-90.69K

0.07%

Chicago Partners Investment Group LLC

4.54K

Jun 30, 26

-166

0.07%

HUNTINGTON NATIONAL BANK

4.50K

Jun 30, 26

-61

0.07%

FLOW TRADERS U.S. LLC

4.38K

Jun 30, 26

+4.38K

0.07%

Empirical Asset Management, LLC

4.14K

Jun 30, 26

-238

0.06%

Farther Finance Advisors, LLC

3.90K

Jun 30, 26

+3.90K

0.06%

Redwood Family Wealth LLC

3.77K

Jun 30, 26

-170

0.06%

Beacon Financial Advisory LLC

3.68K

Jun 30, 26

-171

0.05%

TRUIST FINANCIAL CORP

3.67K

Jun 30, 26

+3.67K

0.05%

OPTIMA CAPITAL LLC

3.62K

Jun 30, 26

+3.62K

0.05%

BESSEMER GROUP INC

3.53K

Jun 30, 26

0.05%

Bison Wealth, LLC

3.47K

Jun 30, 26

-446

0.05%

Gateway Wealth Partners, LLC

3.41K

Jun 30, 26

-3.84K

0.05%

Seek First Inc.

3.38K

Jun 30, 26

+3.38K

0.05%

BANK OF MONTREAL /CAN/

3.30K

Jun 30, 26

0.05%

CENTAURUS FINANCIAL, INC.

3.15K

Jun 30, 26

+49

0.05%

NATIONAL BANK OF CANADA /FI/

2.60K

Jun 30, 26

0.04%

Capital Advisors, Ltd. LLC

2.60K

Jun 30, 26

0.04%

REAP Financial Group, LLC

2.34K

Jun 30, 26

-1.01K

0.04%

Integrated Wealth Concepts LLC

2.23K

Jun 30, 26

+2.23K

0.03%

SBI Securities Co., Ltd.

1.98K

Jun 30, 26

-50

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.82K

Jun 30, 26

-24

0.03%

Global Retirement Partners, LLC

1.71K

Jun 30, 26

+1.71K

0.03%

Golden State Wealth Management, LLC

1.24K

Jun 30, 26

-167

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

1.19K

Jun 30, 26

0.02%

BLAIR WILLIAM & CO/IL

1.17K

Jun 30, 26

0.02%

Ancora Advisors, LLC

1.09K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

1.08K

Jun 30, 26

+36

0.02%

ASSETMARK, INC

1.00K

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

628

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

616

Jun 30, 26

0.01%

Institute for Wealth Management, LLC.

568

Jun 30, 26

+568

0.01%

PRIVATE TRUST CO NA

476

Jun 30, 26

+245

0.01%

Medallion Wealth Advisors, LLC

469

Jun 30, 26

0.01%

WELLS FARGO & COMPANY/MN

358

Jun 30, 26

+251

0.01%

CoreCap Advisors, LLC

354

Jun 30, 26

0.01%

AE Wealth Management LLC

304

Jun 30, 26

-2.93K

0.00%

Glen Eagle Advisors, LLC

301

Jun 30, 26

0.00%

IFP Advisors, Inc

285

Jun 30, 26

+285

0.00%

FIFTH THIRD BANCORP

239

Jun 30, 26

-9

0.00%

Parallel Advisors, LLC

211

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

192

Jun 30, 26

0.00%

NewEdge Advisors, LLC

183

Jun 30, 26

+110

0.00%

Capital Investment Advisory Services, LLC

148

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

122

Jun 30, 26

0.00%

Covestor Ltd

100

Jun 30, 26

+12

0.00%

Geneos Wealth Management Inc.

100

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-13.14K

MWA Asset Management

Jun 30, 26

-3.15K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-192

Western Wealth Management, LLC

Jun 30, 26

-1.03K

BlackRock, Inc.

Jun 30, 26

-220

Lido Advisors, LLC

Jun 30, 26

-235.59K

Root Financial Partners, LLC

Jun 30, 26

-1.26K

CWM, LLC

48.26K

Mar 31, 26

-2.14K

0.72%

Opes Wealth Management LLC

8.87K

Mar 31, 26

+675

0.13%

SIGNET FINANCIAL MANAGEMENT, LLC

7.15K

Mar 31, 26

-660

0.11%

Sunbelt Securities, Inc.

3.02K

Mar 31, 26

0.05%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

Cadence Bank

4.60K

Dec 31, 25

-7

0.07%

COMERICA BANK

199

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-2.75K

MAS Advisors LLC

20.53K

Sep 30, 25

-271

0.31%

Waverton Investment Management Ltd

18.82K

Sep 30, 25

0.28%

Tyler-Stone Wealth Management

46.52K

Jun 30, 25

-13

0.69%

BOSTON FINANCIAL MANGEMENT LLC

48.86K

Dec 31, 24

+383

0.73%

RAYMOND JAMES & ASSOCIATES

209.62K

Sep 30, 24

+24.35K

3.13%

Raymond James Financial Services Advisors, Inc.

158.10K

Sep 30, 24

+30.83K

2.36%

FinTrust Capital Advisors, LLC

4.71K

Sep 30, 24

+1.92K

0.07%

9258 Wealth Management, LLC

Sep 30, 24

-6.40K

Private Wealth Strategies, L.L.C.

550.43K

Jun 30, 24

+15.18K

8.22%

ICA Group Wealth Management, LLC

591

Jun 30, 24

0.01%

KLR INVESTMENT ADVISORS, LLC

35.34K

Mar 31, 24

+1.17K

0.53%

Cetera Advisors LLC

8.38K

Mar 31, 24

-5.65K

0.13%

Truadvice, LLC

23.29K

Sep 30, 23

+13.34K

0.35%

Sargent Bickham Lagudis LLC

Dec 31, 22

0.00%

55I, LLC

13.50K

Sep 30, 22

+2.97K

0.20%

MUFG Americas Holdings Corp

1.07K

Sep 30, 22

0.02%

American Portfolios Advisors

100

Sep 30, 22

+100

0.00%

CADENCE BANK NA

Sep 30, 22

-7.12K

Adams Chetwood Wealth Management LLC

103.46K

Mar 31, 22

+632

1.55%

NEXT Financial Group, Inc

Dec 31, 21

-11.75K

FARR MILLER & WASHINGTON LLC/DC

5.55K

Sep 30, 21

+5.55K

0.08%

Starfire Investment Advisers, Inc.

21.80K

Jun 30, 20

-763

0.33%

Advisor Group, Inc.

4.15K

Dec 31, 19

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.08K

Dec 31, 19

+108

0.02%

Commonwealth Equity Services, Inc

8.57K

Jun 30, 17

+1.07K

0.13%

UBS AG

708

Sep 30, 14

+708

0.01%