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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Legacy Financial Advisors
Kentucky
$60.5M -$2.25M -29,785 -4%
IA
27
IAM Advisory
Pennsylvania
$60.3M +$37.6M +497,566 +181%
BFM
28
Boston Financial Management
Massachusetts
$57.9M -$2.25M -29,797 -4%
GWS
29
Glassman Wealth Services
Virginia
$57.5M +$5.02M +66,478 +10%
PWS
30
Private Wealth Strategies
Ohio
$56.4M +$981K +12,978 +2%
PCIA
31
Prime Capital Investment Advisors
Kansas
$56.1M -$5.68M -75,214 -9%
BFG
32
Beacon Financial Group
Texas
$54.7M -$374K -4,951 -0.7%
PWMG
33
Prestige Wealth Management Group
New Jersey
$52.4M -$1.91M -25,293 -4%
SIM
34
Stratos Investment Management
Ohio
$50.2M +$6.38M +84,393 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$50.2M +$4.12M +54,581 +9%
EH
36
Equitable Holdings
New York
$49.1M +$2.77M +36,652 +6%
SFG
37
SNS Financial Group
Minnesota
$47.1M +$414K +5,475 +0.9%
SIG
38
Spinnaker Investment Group
California
$44.5M -$130K -1,720 -0.3%
SC
39
Savant Capital
Illinois
$42.3M -$1.07M -14,107 -3%
KAS
40
Kestra Advisory Services
Texas
$39.3M +$740K +9,794 +2%
NW
41
NewEdge Wealth
Pennsylvania
$38.9M -$478K -6,321 -1%
OIA
42
OneDigital Investment Advisors
Kansas
$38.8M -$8.84K -117 -0%
SIA
43
SkyView Investment Advisors
New Jersey
$38.2M +$221K +2,922 +0.6%
FP
44
Fiduciary Planning
Florida
$37.7M +$1.64M +21,708 +5%
JP Morgan Chase
45
JP Morgan Chase
New York
$36.9M -$3.47M -45,940 -9%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$36.8M -$24.8M -328,497 -41%
C
47
Certuity
Florida
$36.6M +$3.73M +49,418 +12%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$33M +$2.47M +32,717 +8%
BA
49
BCM Advisors
Louisiana
$32M -$292K -3,870 -0.9%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$31.8M -$14.7M -194,516 -32%