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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TC
376
Truvestments Capital
Florida
$7K +$6.22K +99 New
BAM
377
Baldrige Asset Management
Pennsylvania
$4K – – –
FWM
378
Focused Wealth Management
New York
$3K – – –
MAM
379
Meeder Asset Management
Ohio
$3K +$3.2K +51 New
AssetMark Inc
380
AssetMark Inc
California
$1K +$691 +11 New
JRFS
381
James Reed Financial Services
Ohio
$1K +$1.44K +23 New
WIM
382
Westside Investment Management
California
$15 – – –
GM
383
GeoWealth Management
Illinois
– -$2.77M -47,068 Closed
CWMU
384
Caliber Wealth Management (Utah)
Utah
– -$2.51M -41,246 Closed
CRI
385
Colonial River Investments
Virginia
– -$2.51M -41,246 Closed
FTUS
386
Flow Traders U.S.
New York
– -$1.69M -28,785 Closed
Citadel Advisors
387
Citadel Advisors
Florida
– -$1.11M -18,820 Closed
IWS
388
Insight Wealth Strategies
California
– -$700K -11,894 Closed
TFS
389
Thoroughbred Financial Services
Tennessee
– -$287K -4,882 Closed
CF
390
Clarity Financial
Texas
– -$261K -4,430 Closed
CCWA
391
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$249K -4,238 Closed
KPW
392
Kore Private Wealth
New York
– -$207K -3,519 Closed
GRP
393
Global Retirement Partners
California
– -$96K -1,635 Closed
LWM
394
Liberty Wealth Management
California
– -$72K -1,232 Closed
GKWIM
395
Gerber Kawasaki Wealth & Investment Management
California
– -$64K -1,100 Closed
Lido Advisors
396
Lido Advisors
California
– -$47K -791 Closed
CWM
397
Cranbrook Wealth Management
Michigan
– -$18K -300 Closed
OCM
398
Orion Capital Management
California
– +$188 +3 New