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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
251
Legacy Wealth Management (Idaho)
Idaho
$2.86M +$333K +3,525 +13%
CAG
252
Centerpoint Advisory Group
Kansas
$2.84M -$66.1K -700 -2%
AOWM
253
Asset One Wealth Management
Washington
$2.79M -$216K -2,283 -7%
SFS
254
Symphony Financial Services
Ohio
$2.79M +$45.9K +486 +2%
SFGP
255
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.79M -$30.5K -323 -1%
CAM
256
Cresset Asset Management
Illinois
$2.77M +$210K +2,223 +8%
TWP
257
Triad Wealth Partners
Kansas
$2.75M -$448K -4,743 -14%
SEP
258
Southland Equity Partners
Missouri
$2.68M +$17K +180 +0.6%
HIP
259
HUB Investment Partners
Texas
$2.68M +$409K +4,332 +18%
SPA
260
Sentinel Pension Advisors
Massachusetts
$2.68M -$23.5K -249 -0.9%
WF
261
WealthPoint Financial
North Carolina
$2.65M -$8.5K -90 -0.3%
TFS
262
Thoroughbred Financial Services
Tennessee
$2.62M +$48.2K +510 +2%
SPA
263
Sound Portfolio Advisors
Connecticut
$2.58M -$83K -878 -3%
GI
264
GLOBALT Investments
Georgia
$2.57M -$135K -1,433 -5%
CWA
265
Continuum Wealth Advisors
New York
$2.56M -$31K -328 -1%
SS
266
SBI Securities
Japan
$2.55M -$74.4K -788 -3%
FFA
267
Fragasso Financial Advisors
Pennsylvania
$2.55M -$9.45K -100 -0.4%
BI
268
Berkeley Inc
Idaho
$2.54M -$773K -8,184 -24%
GRP
269
Global Retirement Partners
California
$2.52M +$2.49M +26,365 New
Northern Trust
270
Northern Trust
Illinois
$2.5M -$634K -6,706 -20%
HA
271
Herold Advisors
New York
$2.45M -$331K -3,500 -12%
MCM
272
MAI Capital Management
Ohio
$2.45M -$3.69K -39 -0.2%
CGPCS
273
Capital Group Private Client Services
California
$2.41M +$951K +10,069 +67%
DFA
274
DHJJ Financial Advisors
Illinois
$2.37M +$4.63K +49 +0.2%
LOWM
275
Laurel Oak Wealth Management
New Jersey
$2.36M +$96.1K +1,017 +4%