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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$882K -$15.6K -207 -2%
CAL
327
Capital Analysts LLC
Pennsylvania
$881K -$155K -2,051 -15%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$872K -$113K -1,500 -12%
PIA
329
Perennial Investment Advisors
California
$856K -$13.5K -179 -2%
CA
330
CoreCap Advisors
Michigan
$854K -$16.6K -219 -2%
MFG
331
Mosaic Financial Group
Illinois
$854K +$488K +6,456 +144%
KeyBank National Association
332
KeyBank National Association
Ohio
$840K +$106K +1,400 +15%
CW
333
CreativeOne Wealth
Kansas
$839K +$149K +1,972 +22%
VP
334
Verum Partners
North Carolina
$837K -$12.5K -166 -2%
Pathstone Holdings
335
Pathstone Holdings
New Jersey
$832K +$366K +4,839 +83%
CFO
336
CVA Family Office
Colorado
$823K
SWM
337
Solano Wealth Management
California
$817K -$18.4K -244 -2%
IFA
338
Interactive Financial Advisors
Illinois
$815K -$37.9K -502 -5%
WP
339
WealthPLAN Partners
Nebraska
$813K +$18.6K +246 +2%
WBG
340
Wharton Business Group
Pennsylvania
$807K
CA
341
Claro Advisors
Massachusetts
$805K -$25.5K -338 -3%
CCM
342
Colorado Capital Management
Colorado
$776K
PCM
343
Parsons Capital Management
Rhode Island
$773K +$51.5K +681 +7%
IA
344
Inspire Advisors
Idaho
$764K +$325K +4,306 +79%
TPI
345
Trust Point Inc
Wisconsin
$757K
Millennium Management
346
Millennium Management
New York
$756K +$732K +9,680 New
RWB
347
RMR Wealth Builders
New Jersey
$745K +$5.59K +74 +0.8%
PTC
348
Private Trust Company
Ohio
$740K +$128K +1,690 +22%
ACG
349
Allen Capital Group
Nebraska
$728K -$24.2K -320 -3%
MAG
350
Mayfair Advisory Group
Alabama
$719K +$41.2K +545 +6%