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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Bulwark Capital
Florida
$907K -$58.3K -641 -6%
AIM
402
Anchor Investment Management
South Carolina
$902K +$91 +1 +0%
HP
403
Holistic Planning
Texas
$901K +$52.7K +580 +6%
KAS
404
KPP Advisory Services
Kentucky
$893K -$291K -3,200 -24%
LFAS
405
Level Four Advisory Services
Texas
$881K -$27.1K -298 -3%
GG
406
Greenwood Gearhart
Arkansas
$879K -$32.2K -354 -3%
MAG
407
Mayfair Advisory Group
Alabama
$879K -$43.5K -478 -5%
APWA
408
Atlas Private Wealth Advisors
New Jersey
$877K +$2K +22 +0.2%
CT
409
Colonial Trust
South Carolina
$863K – – –
TPI
410
Trust Point Inc
Wisconsin
$852K – – –
JIC
411
Johnson Investment Counsel
Ohio
$850K +$273 +3 +0%
NWMP
412
Noble Wealth Management PBC
Colorado
$846K -$44.8K -493 -5%
BFA
413
Beacon Financial Advisory
Ohio
$845K -$62.8K -691 -7%
OFS
414
OneAscent Financial Services
Alabama
$842K +$32.8K +361 +4%
SFC
415
Strategic Financial Concepts
Texas
$837K -$991K -10,897 -53%
NWA
416
New World Advisors
Massachusetts
$834K +$261K +2,865 +43%
TWC
417
TD Waterhouse Canada
Ontario, Canada
$827K -$248K -2,729 -23%
IASG
418
Investment Advisory Services Group
Florida
$817K -$2.72M -29,905 -76%
HWM
419
Horizon Wealth Management
Illinois
$816K +$1.82K +20 +0.2%
SOS
420
Silver Oak Securities
Tennessee
$816K +$285K +3,132 +51%
RIM
421
Redwood Investment Management
Arizona
$816K +$227K +2,500 +37%
AIM
422
Archer Investment Management
Texas
$811K -$2.49M -27,360 -75%
FHC
423
First Horizon Corporation
Tennessee
$810K – – –
MT
424
Midwest Trust
Kansas
$807K +$91 +1 +0%
CWM
425
Cornerstone Wealth Management
Missouri
$806K -$54.5K -599 -6%