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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Meridian Wealth Management
Kentucky
$601K -$28.7K -362 -5%
JSW
452
Journey Strategic Wealth
New Jersey
$596K -$40.8K -514 -7%
BFO
453
Biltmore Family Office
North Carolina
$590K -$75.4K -950 -12%
NWMG
454
National Wealth Management Group
Ohio
$587K +$21.7K +273 +4%
RCAG
455
Rehmann Capital Advisory Group
Michigan
$586K +$111K +1,393 +25%
V
456
VeraBank
Texas
$584K +$553K +6,970 New
GHA
457
GW Henssler & Associates
Georgia
$578K -$7.22K -91 -1%
Lido Advisors
458
Lido Advisors
California
$578K -$53.5M -673,716 -99%
TWM
459
Thrive Wealth Management
Pennsylvania
$577K -$1.9K -24 -0.3%
LI
460
LRI Investments
Florida
$576K +$408K +5,146 +297%
SFM
461
Signet Financial Management
New Jersey
$575K -$50.2K -633 -8%
FA
462
FSA Advisors
Michigan
$571K -$766K -9,655 -59%
WGC
463
Watts Gwilliam & Co
Arizona
$570K -$173K -2,185 -25%
HP
464
Holistic Planning
Texas
$564K +$306K +3,859 +134%
SAM
465
Strive Asset Management
Ohio
$560K -$999K -12,587 -65%
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$558K -$467K -5,890 -47%
RIL
467
Rothschild Investment LLC
Illinois
$556K -$73.1K -921 -12%
NWA
468
New World Advisors
Massachusetts
$550K +$9.44K +119 +2%
HSA
469
HBK Sorce Advisory
Pennsylvania
$543K
MBI
470
May Barnhard Investments
Maryland
$543K +$2.06K +26 +0.4%
IA
471
Intellus Advisors
Florida
$535K +$507K +6,391 New
DAM
472
Deltec Asset Management
New York
$528K
TIAA Trust, National Association
473
TIAA Trust, National Association
North Carolina
$525K +$178K +2,243 +56%
AF
474
Allworth Financial
California
$525K +$427K +5,376 +602%
CA
475
Clearstead Advisors
Ohio
$520K +$92K +1,160 +23%