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

$58.88—

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

NASDAQ

$58.88—

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DGRS(DGRS)

DGRS

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 165 Institutional Holders

Holder	Shares	Date	Change	% Held
Stonebridge Financial Group, LLC	289.80K	Jun 30, 26	+8.22K	4.22%
LVM CAPITAL MANAGEMENT LTD/MI	148.48K	Jun 30, 26	+4.39K	2.16%
HARBOR INVESTMENT ADVISORY, LLC	20.30K	Jun 30, 26	+6.12K	0.30%
Team Financial Group, LLC	10.04K	Jun 30, 26	+35	0.15%
Wealthcare Capital Partners, LLC	8.92K	Jun 30, 26	+337	0.13%
Bison Wealth, LLC	3.47K	Jun 30, 26	-446	0.05%
CoreCap Advisors, LLC	354	Jun 30, 26	--	0.01%
Main Street Group, LTD	51	Jun 30, 26	--	0.00%
LPL Financial LLC	558.86K	Mar 31, 26	+11.72K	8.14%
MORGAN STANLEY	521.24K	Mar 31, 26	+74.73K	7.59%
Lido Advisors, LLC	235.59K	Mar 31, 26	-15.74K	3.43%
RAYMOND JAMES FINANCIAL INC	226.96K	Mar 31, 26	-191.26K	3.31%
BANK OF AMERICA CORP /DE/	180.50K	Mar 31, 26	-5.56K	2.63%
United Advisor Group, LLC	124.67K	Mar 31, 26	+3.12K	1.82%
UBS Group AG	106.27K	Mar 31, 26	+6.39K	1.55%
COMMONWEALTH EQUITY SERVICES, LLC	104.91K	Mar 31, 26	+3.62K	1.53%
XML Financial, LLC	103.18K	Mar 31, 26	+9.56K	1.50%
Linscomb & Williams, Inc.	100.69K	Mar 31, 26	-16.48K	1.47%
Founders Financial Alliance, LLC	95.25K	Mar 31, 26	+2.38K	1.39%
Modern Wealth Management, LLC	94.03K	Mar 31, 26	+17.73K	1.37%
ROYAL BANK OF CANADA	89.73K	Mar 31, 26	-3.00K	1.31%
BANK OF NOVA SCOTIA	84.43K	Mar 31, 26	+84.43K	1.23%
COLUMBIA ADVISORY PARTNERS LLC	78.68K	Mar 31, 26	-691	1.15%
Stonebridge Wealth Management, LLC	66.29K	Mar 31, 26	-8.66K	0.97%
Philip James Wealth Mangement, LLC	55.20K	Mar 31, 26	-21.94K	0.80%
Independent Advisor Alliance	54.36K	Mar 31, 26	+10.12K	0.79%
CWM, LLC	48.26K	Mar 31, 26	-2.14K	0.70%
Stratos Wealth Partners, LTD.	46.73K	Mar 31, 26	-6.07K	0.68%
Strategic Financial Concepts, LLC	36.92K	Mar 31, 26	+36.92K	0.54%
Vestmark Advisory Solutions, Inc.	36.01K	Mar 31, 26	+2.11K	0.52%
CERTUITY, LLC	35.51K	Mar 31, 26	-9.55K	0.52%
CAPTRUST FINANCIAL ADVISORS	33.31K	Mar 31, 26	-3.05K	0.49%
Private Advisor Group, LLC	29.50K	Mar 31, 26	+134	0.43%
TWO SIGMA INVESTMENTS, LP	29.10K	Mar 31, 26	+29.10K	0.42%
ENVESTNET ASSET MANAGEMENT INC	28.67K	Mar 31, 26	+2.87K	0.42%
LifeWealth Investments, LLC	28.33K	Mar 31, 26	+4.62K	0.41%
Everstar Asset Management, LLC	25.80K	Mar 31, 26	+1.07K	0.38%
Cambridge Investment Research Advisors, Inc.	20.70K	Mar 31, 26	+1.22K	0.30%
ADVISOR GROUP HOLDINGS, INC.	18.66K	Mar 31, 26	+9.92K	0.27%
Allworth Financial LP	18.23K	Mar 31, 26	-310	0.27%
Cetera Investment Advisers	16.49K	Mar 31, 26	-3.63K	0.24%
PRECEDENT WEALTH PARTNERS, LLC	16.23K	Mar 31, 26	+201	0.24%
JPMORGAN CHASE & CO	15.99K	Mar 31, 26	+1.40K	0.23%
UBS ASSET MANAGEMENT AMERICAS INC	14.91K	Mar 31, 26	+14.91K	0.22%
Creative Planning	13.43K	Mar 31, 26	-143	0.20%
Golden State Equity Partners	13.14K	Mar 31, 26	+13.14K	0.19%
OPPENHEIMER & CO INC	12.32K	Mar 31, 26	+765	0.18%
Sovran Advisors, LLC	11.71K	Mar 31, 26	+277	0.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.22K	Mar 31, 26	+220	0.15%
Team Financial Group, LLC	10.01K	Mar 31, 26	-1.07K	0.15%
Summit Financial, LLC	9.83K	Mar 31, 26	+9.83K	0.14%
IHT Wealth Management, LLC	9.79K	Mar 31, 26	-1.12K	0.14%
Princeton Global Asset Management LLC	9.42K	Mar 31, 26	-8.84K	0.14%
Avidian Wealth Solutions, LLC	9.10K	Mar 31, 26	+9.10K	0.13%
FIRST NATIONAL BANK SIOUX FALLS	9.05K	Mar 31, 26	+273	0.13%
Opes Wealth Management LLC	8.87K	Mar 31, 26	+675	0.13%
MERCER GLOBAL ADVISORS INC /ADV	8.33K	Mar 31, 26	+4.20K	0.12%
Arkadios Wealth Advisors	8.23K	Mar 31, 26	+1.24K	0.12%
Marshall & Sterling Wealth Advisors Inc.	8.20K	Mar 31, 26	-33.19K	0.12%
CAPITAL MANAGEMENT CORP /VA	8.10K	Mar 31, 26	-900	0.12%
Kestra Advisory Services, LLC	8.02K	Mar 31, 26	+1.42K	0.12%
Steward Partners Investment Advisory, LLC	7.38K	Mar 31, 26	--	0.11%
Redmond Asset Management, LLC	7.30K	Mar 31, 26	+46	0.11%
Gateway Wealth Partners, LLC	7.25K	Mar 31, 26	+7.25K	0.11%
SIGNET FINANCIAL MANAGEMENT, LLC	7.15K	Mar 31, 26	-660	0.10%
JONES FINANCIAL COMPANIES LLLP	7.02K	Mar 31, 26	+570	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.77K	Mar 31, 26	-7.23K	0.10%
Asset Dedication, LLC	6.42K	Mar 31, 26	--	0.09%
RMR Wealth Builders	6.33K	Mar 31, 26	-567	0.09%
Rockefeller Capital Management L.P.	6.28K	Mar 31, 26	+3	0.09%
Sanctuary Advisors, LLC	6.20K	Mar 31, 26	+157	0.09%
Quartz Partners, LLC	6.10K	Mar 31, 26	+1.15K	0.09%
Joseph Group Capital Management	6.08K	Mar 31, 26	-538	0.09%
PARK AVENUE SECURITIES LLC	6.03K	Mar 31, 26	+832	0.09%
FLAGSHIP HARBOR ADVISORS, LLC	5.73K	Mar 31, 26	--	0.08%
STIFEL FINANCIAL CORP	5.44K	Mar 31, 26	-8	0.08%
Cascade Financial Partners, LLC	5.37K	Mar 31, 26	--	0.08%
Venturi Wealth Management, LLC	5.17K	Mar 31, 26	-4.01K	0.08%
Atria Investments, Inc	4.92K	Mar 31, 26	-298	0.07%
Chicago Partners Investment Group LLC	4.70K	Mar 31, 26	-27	0.07%
IMC-Chicago, LLC	4.58K	Mar 31, 26	+4.58K	0.07%
HUNTINGTON NATIONAL BANK	4.56K	Mar 31, 26	+4.56K	0.07%
Empirical Asset Management, LLC	4.38K	Mar 31, 26	-518	0.06%
Beacon Financial Advisory LLC	3.85K	Mar 31, 26	-474	0.06%
Savant Capital, LLC	3.83K	Mar 31, 26	+3.83K	0.06%
BESSEMER GROUP INC	3.53K	Mar 31, 26	-2.75K	0.05%
REAP Financial Group, LLC	3.35K	Mar 31, 26	-562	0.05%
BANK OF MONTREAL /CAN/	3.30K	Mar 31, 26	--	0.05%
AE Wealth Management LLC	3.23K	Mar 31, 26	+2.26K	0.05%
MWA Asset Management	3.15K	Mar 31, 26	+3.15K	0.05%
CENTAURUS FINANCIAL, INC.	3.10K	Mar 31, 26	-285	0.05%
Sunbelt Securities, Inc.	3.02K	Mar 31, 26	--	0.04%
Capital Advisors, Ltd. LLC	2.60K	Mar 31, 26	-29.56K	0.04%
NATIONAL BANK OF CANADA /FI/	2.60K	Mar 31, 26	--	0.04%
FMR LLC	2.13K	Mar 31, 26	-3	0.03%
SBI Securities Co., Ltd.	2.03K	Mar 31, 26	-29	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.85K	Mar 31, 26	+258	0.03%
Golden State Wealth Management, LLC	1.41K	Mar 31, 26	+3	0.02%
Root Financial Partners, LLC	1.26K	Mar 31, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	1.19K	Mar 31, 26	--	0.02%
BLAIR WILLIAM & CO/IL	1.17K	Mar 31, 26	--	0.02%
Ancora Advisors, LLC	1.09K	Mar 31, 26	--	0.02%
NBC SECURITIES, INC.	1.05K	Mar 31, 26	-355	0.02%
Western Wealth Management, LLC	1.03K	Mar 31, 26	+1.03K	0.02%
ASSETMARK, INC	1.00K	Mar 31, 26	--	0.01%
VANGUARD ADVISERS INC	628	Mar 31, 26	+628	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	616	Mar 31, 26	--	0.01%
Glen Eagle Advisors, LLC	299	Mar 31, 26	+1	0.00%
FIFTH THIRD BANCORP	248	Mar 31, 26	+199	0.00%
PRIVATE TRUST CO NA	231	Mar 31, 26	--	0.00%
BlackRock, Inc.	220	Mar 31, 26	+220	0.00%
Parallel Advisors, LLC	211	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	192	Mar 31, 26	+192	0.00%
Aptus Capital Advisors, LLC	192	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	148	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	122	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	107	Mar 31, 26	-13.21K	0.00%
Geneos Wealth Management Inc.	100	Mar 31, 26	--	0.00%
Covestor Ltd	88	Mar 31, 26	+44	0.00%
NewEdge Advisors, LLC	73	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	62	Mar 31, 26	+9	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	20	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	7	Mar 31, 26	+7	0.00%
AlphaCore Capital LLC	--	Mar 31, 26	-275	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-13.53K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-3.58K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-9.68K	--
Collaborative Wealth Managment Inc.	--	Mar 31, 26	-8.34K	--
Avant Capital LLC	--	Mar 31, 26	-4.67K	--
IFG Advisory, LLC	--	Mar 31, 26	-87.03K	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-423	--
Waverly Advisors, LLC	--	Mar 31, 26	-4.97K	--
HRT FINANCIAL LP	--	Mar 31, 26	-4.53K	--
Virtu Financial LLC	--	Mar 31, 26	-7.33K	--
Cadence Bank	4.60K	Dec 31, 25	-7	0.07%
Global Retirement Partners, LLC	1.87K	Dec 31, 25	-1.18K	0.03%
COMERICA BANK	199	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	100	Dec 31, 25	+100	0.00%
ORG Partners LLC	--	Dec 31, 25	-2.75K	--
MAS Advisors LLC	20.53K	Sep 30, 25	-271	0.30%
Waverton Investment Management Ltd	18.82K	Sep 30, 25	--	0.27%
Tyler-Stone Wealth Management	46.52K	Jun 30, 25	-13	0.68%
BOSTON FINANCIAL MANGEMENT LLC	48.86K	Dec 31, 24	+383	0.71%
RAYMOND JAMES & ASSOCIATES	209.62K	Sep 30, 24	+24.35K	3.05%
Raymond James Financial Services Advisors, Inc.	158.10K	Sep 30, 24	+30.83K	2.30%
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	8.02%
ICA Group Wealth Management, LLC	591	Jun 30, 24	--	0.01%
KLR INVESTMENT ADVISORS, LLC	35.34K	Mar 31, 24	+1.17K	0.51%
Cetera Advisors LLC	8.38K	Mar 31, 24	-5.65K	0.12%
Truadvice, LLC	23.29K	Sep 30, 23	+13.34K	0.34%
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	1.51%
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	0.32%
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	0.12%
UBS AG	708	Sep 30, 14	+708	0.01%

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Holder

Date

Change

% Held

Stonebridge Financial Group, LLC

289.80K

Jun 30, 26

+8.22K

4.22%

LVM CAPITAL MANAGEMENT LTD/MI

148.48K

Jun 30, 26

+4.39K

2.16%

HARBOR INVESTMENT ADVISORY, LLC

20.30K

Jun 30, 26

+6.12K

0.30%

Team Financial Group, LLC

10.04K

Jun 30, 26

+35

0.15%

Wealthcare Capital Partners, LLC

8.92K

Jun 30, 26

+337

0.13%

Bison Wealth, LLC

3.47K

Jun 30, 26

-446

0.05%

CoreCap Advisors, LLC

354

Jun 30, 26

0.01%

Main Street Group, LTD

Jun 30, 26

0.00%

LPL Financial LLC

558.86K

Mar 31, 26

+11.72K

8.14%

MORGAN STANLEY

521.24K

Mar 31, 26

+74.73K

7.59%

Lido Advisors, LLC

235.59K

Mar 31, 26

-15.74K

3.43%

RAYMOND JAMES FINANCIAL INC

226.96K

Mar 31, 26

-191.26K

3.31%

BANK OF AMERICA CORP /DE/

180.50K

Mar 31, 26

-5.56K

2.63%

United Advisor Group, LLC

124.67K

Mar 31, 26

+3.12K

1.82%

UBS Group AG

106.27K

Mar 31, 26

+6.39K

1.55%

COMMONWEALTH EQUITY SERVICES, LLC

104.91K

Mar 31, 26

+3.62K

1.53%

XML Financial, LLC

103.18K

Mar 31, 26

+9.56K

1.50%

Linscomb & Williams, Inc.

100.69K

Mar 31, 26

-16.48K

1.47%

Founders Financial Alliance, LLC

95.25K

Mar 31, 26

+2.38K

1.39%

Modern Wealth Management, LLC

94.03K

Mar 31, 26

+17.73K

1.37%

ROYAL BANK OF CANADA

89.73K

Mar 31, 26

-3.00K

1.31%

BANK OF NOVA SCOTIA

84.43K

Mar 31, 26

+84.43K

1.23%

COLUMBIA ADVISORY PARTNERS LLC

78.68K

Mar 31, 26

-691

1.15%

Stonebridge Wealth Management, LLC

66.29K

Mar 31, 26

-8.66K

0.97%

Philip James Wealth Mangement, LLC

55.20K

Mar 31, 26

-21.94K

0.80%

Independent Advisor Alliance

54.36K

Mar 31, 26

+10.12K

0.79%

CWM, LLC

48.26K

Mar 31, 26

-2.14K

0.70%

Stratos Wealth Partners, LTD.

46.73K

Mar 31, 26

-6.07K

0.68%

Strategic Financial Concepts, LLC

36.92K

Mar 31, 26

+36.92K

0.54%

Vestmark Advisory Solutions, Inc.

36.01K

Mar 31, 26

+2.11K

0.52%

CERTUITY, LLC

35.51K

Mar 31, 26

-9.55K

0.52%

CAPTRUST FINANCIAL ADVISORS

33.31K

Mar 31, 26

-3.05K

0.49%

Private Advisor Group, LLC

29.50K

Mar 31, 26

+134

0.43%

TWO SIGMA INVESTMENTS, LP

29.10K

Mar 31, 26

+29.10K

0.42%

ENVESTNET ASSET MANAGEMENT INC

28.67K

Mar 31, 26

+2.87K

0.42%

LifeWealth Investments, LLC

28.33K

Mar 31, 26

+4.62K

0.41%

Everstar Asset Management, LLC

25.80K

Mar 31, 26

+1.07K

0.38%

Cambridge Investment Research Advisors, Inc.

20.70K

Mar 31, 26

+1.22K

0.30%

ADVISOR GROUP HOLDINGS, INC.

18.66K

Mar 31, 26

+9.92K

0.27%

Allworth Financial LP

18.23K

Mar 31, 26

-310

0.27%

Cetera Investment Advisers

16.49K

Mar 31, 26

-3.63K

0.24%

PRECEDENT WEALTH PARTNERS, LLC

16.23K

Mar 31, 26

+201

0.24%

JPMORGAN CHASE & CO

15.99K

Mar 31, 26

+1.40K

0.23%

UBS ASSET MANAGEMENT AMERICAS INC

14.91K

Mar 31, 26

+14.91K

0.22%

Creative Planning

13.43K

Mar 31, 26

-143

0.20%

Golden State Equity Partners

13.14K

Mar 31, 26

+13.14K

0.19%

OPPENHEIMER & CO INC

12.32K

Mar 31, 26

+765

0.18%

Sovran Advisors, LLC

11.71K

Mar 31, 26

+277

0.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.22K

Mar 31, 26

+220

0.15%

Team Financial Group, LLC

10.01K

Mar 31, 26

-1.07K

0.15%

Summit Financial, LLC

9.83K

Mar 31, 26

+9.83K

0.14%

IHT Wealth Management, LLC

9.79K

Mar 31, 26

-1.12K

0.14%

Princeton Global Asset Management LLC

9.42K

Mar 31, 26

-8.84K

0.14%

Avidian Wealth Solutions, LLC

9.10K

Mar 31, 26

+9.10K

0.13%

FIRST NATIONAL BANK SIOUX FALLS

9.05K

Mar 31, 26

+273

0.13%

Opes Wealth Management LLC

8.87K

Mar 31, 26

+675

0.13%

MERCER GLOBAL ADVISORS INC /ADV

8.33K

Mar 31, 26

+4.20K

0.12%

Arkadios Wealth Advisors

8.23K

Mar 31, 26

+1.24K

0.12%

Marshall & Sterling Wealth Advisors Inc.

8.20K

Mar 31, 26

-33.19K

0.12%

CAPITAL MANAGEMENT CORP /VA

8.10K

Mar 31, 26

-900

0.12%

Kestra Advisory Services, LLC

8.02K

Mar 31, 26

+1.42K

0.12%

Steward Partners Investment Advisory, LLC

7.38K

Mar 31, 26

0.11%

Redmond Asset Management, LLC

7.30K

Mar 31, 26

+46

0.11%

Gateway Wealth Partners, LLC

7.25K

Mar 31, 26

+7.25K

0.11%

SIGNET FINANCIAL MANAGEMENT, LLC

7.15K

Mar 31, 26

-660

0.10%

JONES FINANCIAL COMPANIES LLLP

7.02K

Mar 31, 26

+570

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

6.77K

Mar 31, 26

-7.23K

0.10%

Asset Dedication, LLC

6.42K

Mar 31, 26

0.09%

RMR Wealth Builders

6.33K

Mar 31, 26

-567

0.09%

Rockefeller Capital Management L.P.

6.28K

Mar 31, 26

0.09%

Sanctuary Advisors, LLC

6.20K

Mar 31, 26

+157

0.09%

Quartz Partners, LLC

6.10K

Mar 31, 26

+1.15K

0.09%

Joseph Group Capital Management

6.08K

Mar 31, 26

-538

0.09%

PARK AVENUE SECURITIES LLC

6.03K

Mar 31, 26

+832

0.09%

FLAGSHIP HARBOR ADVISORS, LLC

5.73K

Mar 31, 26

0.08%

STIFEL FINANCIAL CORP

5.44K

Mar 31, 26

-8

0.08%

Cascade Financial Partners, LLC

5.37K

Mar 31, 26

0.08%

Venturi Wealth Management, LLC

5.17K

Mar 31, 26

-4.01K

0.08%

Atria Investments, Inc

4.92K

Mar 31, 26

-298

0.07%

Chicago Partners Investment Group LLC

4.70K

Mar 31, 26

-27

0.07%

IMC-Chicago, LLC

4.58K

Mar 31, 26

+4.58K

0.07%

HUNTINGTON NATIONAL BANK

4.56K

Mar 31, 26

+4.56K

0.07%

Empirical Asset Management, LLC

4.38K

Mar 31, 26

-518

0.06%

Beacon Financial Advisory LLC

3.85K

Mar 31, 26

-474

0.06%

Savant Capital, LLC

3.83K

Mar 31, 26

+3.83K

0.06%

BESSEMER GROUP INC

3.53K

Mar 31, 26

-2.75K

0.05%

REAP Financial Group, LLC

3.35K

Mar 31, 26

-562

0.05%

BANK OF MONTREAL /CAN/

3.30K

Mar 31, 26

0.05%

AE Wealth Management LLC

3.23K

Mar 31, 26

+2.26K

0.05%

MWA Asset Management

3.15K

Mar 31, 26

+3.15K

0.05%

CENTAURUS FINANCIAL, INC.

3.10K

Mar 31, 26

-285

0.05%

Sunbelt Securities, Inc.

3.02K

Mar 31, 26

0.04%

Capital Advisors, Ltd. LLC

2.60K

Mar 31, 26

-29.56K

0.04%

NATIONAL BANK OF CANADA /FI/

2.60K

Mar 31, 26

0.04%

FMR LLC

2.13K

Mar 31, 26

-3

0.03%

SBI Securities Co., Ltd.

2.03K

Mar 31, 26

-29

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.85K

Mar 31, 26

+258

0.03%

Golden State Wealth Management, LLC

1.41K

Mar 31, 26

0.02%

Root Financial Partners, LLC

1.26K

Mar 31, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

1.19K

Mar 31, 26

0.02%

BLAIR WILLIAM & CO/IL

1.17K

Mar 31, 26

0.02%

Ancora Advisors, LLC

1.09K

Mar 31, 26

0.02%

NBC SECURITIES, INC.

1.05K

Mar 31, 26

-355

0.02%

Western Wealth Management, LLC

1.03K

Mar 31, 26

+1.03K

0.02%

ASSETMARK, INC

1.00K

Mar 31, 26

0.01%

VANGUARD ADVISERS INC

628

Mar 31, 26

+628

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

616

Mar 31, 26

0.01%

Glen Eagle Advisors, LLC

299

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

248

Mar 31, 26

+199

0.00%

PRIVATE TRUST CO NA

231

Mar 31, 26

0.00%

BlackRock, Inc.

220

Mar 31, 26

+220

0.00%

Parallel Advisors, LLC

211

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

192

Mar 31, 26

+192

0.00%

Aptus Capital Advisors, LLC

192

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

148

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

122

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

107

Mar 31, 26

-13.21K

0.00%

Geneos Wealth Management Inc.

100

Mar 31, 26

0.00%

Covestor Ltd

Mar 31, 26

+44

0.00%

NewEdge Advisors, LLC

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

AlphaCore Capital LLC

Mar 31, 26

-275

CITADEL ADVISORS LLC

Mar 31, 26

-13.53K

OPTIMA CAPITAL LLC

Mar 31, 26

-3.58K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-9.68K

Collaborative Wealth Managment Inc.

Mar 31, 26

-8.34K

Avant Capital LLC

Mar 31, 26

-4.67K

IFG Advisory, LLC

Mar 31, 26

-87.03K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-423

Waverly Advisors, LLC

Mar 31, 26

-4.97K

HRT FINANCIAL LP

Mar 31, 26

-4.53K

Virtu Financial LLC

Mar 31, 26

-7.33K

Cadence Bank

4.60K

Dec 31, 25

-7

0.07%

Global Retirement Partners, LLC

1.87K

Dec 31, 25

-1.18K

0.03%

COMERICA BANK

199

Dec 31, 25

0.00%

TRUST CO OF VERMONT

100

Dec 31, 25

+100

0.00%

ORG Partners LLC

Dec 31, 25

-2.75K

MAS Advisors LLC

20.53K

Sep 30, 25

-271

0.30%

Waverton Investment Management Ltd

18.82K

Sep 30, 25

0.27%

Tyler-Stone Wealth Management

46.52K

Jun 30, 25

-13

0.68%

BOSTON FINANCIAL MANGEMENT LLC

48.86K

Dec 31, 24

+383

0.71%

RAYMOND JAMES & ASSOCIATES

209.62K

Sep 30, 24

+24.35K

3.05%

Raymond James Financial Services Advisors, Inc.

158.10K

Sep 30, 24

+30.83K

2.30%

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

8.02%

ICA Group Wealth Management, LLC

591

Jun 30, 24

0.01%

KLR INVESTMENT ADVISORS, LLC

35.34K

Mar 31, 24

+1.17K

0.51%

Cetera Advisors LLC

8.38K

Mar 31, 24

-5.65K

0.12%

Truadvice, LLC

23.29K

Sep 30, 23

+13.34K

0.34%

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

1.51%

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

0.32%

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

0.12%

UBS AG

708

Sep 30, 14

+708

0.01%