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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GTS Securities
401
GTS Securities
Florida
$836K +$792K +9,980 New
AIM
402
Anchor Investment Management
South Carolina
$823K – – –
CT
403
Colonial Trust
South Carolina
$823K – – –
CCM
404
Colorado Capital Management
Colorado
$818K – – –
MPIA
405
Milestones Private Investment Advisors
New York
$816K +$773K +9,740 New
TD Private Client Wealth
406
TD Private Client Wealth
New York
$812K +$56.3K +710 +8%
TPI
407
Trust Point Inc
Wisconsin
$812K – – –
Integrated Wealth Concepts
408
Integrated Wealth Concepts
Massachusetts
$811K +$175K +2,208 +30%
Midwest Trust
409
Midwest Trust
Kansas
$780K +$739K +9,312 New
First Horizon Advisors
410
First Horizon Advisors
Tennessee
$779K – – –
Capital Group Private Client Services
411
Capital Group Private Client Services
California
$761K – – –
IFA
412
Interactive Financial Advisors
Illinois
$760K -$3.65K -46 -0.5%
FFL
413
Future Fund LLC
Illinois
$745K +$705K +8,891 New
KCFA
414
Key Client Fiduciary Advisors
New Jersey
$730K +$29.4K +370 +4%
HR
415
Hardy Reed
Mississippi
$730K – – –
FZCM
416
Flynn Zito Capital Management
New York
$714K -$81.3K -1,025 -11%
JWCA
417
J.W. Coons Advisors
Ohio
$711K +$63.5K +800 +10%
AllianceBernstein
418
AllianceBernstein
Tennessee
$711K – – –
OFS
419
OneAscent Financial Services
Alabama
$705K -$284K -3,576 -30%
BFA
420
Beaumont Financial Advisors
Massachusetts
$697K – – –
SXL
421
Summit X LLC
Missouri
$695K +$329K +4,150 +100%
Engineers Gate Manager
422
Engineers Gate Manager
New York
$694K +$423K +5,331 +180%
CF
423
Centaurus Financial
California
$693K +$517K +6,517 +370%
Koshinski Asset Management
424
Koshinski Asset Management
Illinois
$691K -$17.9K -226 -3%
Valmark Advisers
425
Valmark Advisers
Ohio
$687K -$47.9K -604 -7%