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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$66.9M +$63.8M +778,859 +1,337%
RW
27
RVW Wealth
California
$66.5M -$532K -6,492 -0.8%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$65.2M +$7.85M +95,762 +13%
GWS
29
Glassman Wealth Services
Virginia
$64.7M +$1.82M +22,242 +3%
LFA
30
Legacy Financial Advisors
Kentucky
$64.2M +$1.55M +18,887 +2%
IA
31
IAM Advisory
Pennsylvania
$62.5M -$413K -5,044 -0.6%
Comerica Bank
32
Comerica Bank
Texas
$61.4M -$1.27M -15,472 -2%
EH
33
Equitable Holdings
New York
$58M +$4.26M +52,010 +8%
SFG
34
SNS Financial Group
Minnesota
$54.9M +$2.12M +25,895 +4%
Lido Advisors
35
Lido Advisors
California
$54.4M -$60.6M -739,350 -52%
HWM
36
Horizon Wealth Management
Illinois
$53.2M +$456K +5,565 +0.8%
JP Morgan Chase
37
JP Morgan Chase
New York
$53.1M -$5.71M -69,701 -9%
BFG
38
Beacon Financial Group
Texas
$51.1M -$3.2M -39,106 -6%
PWMG
39
Prestige Wealth Management Group
New Jersey
$50.4M -$1.24M -15,115 -2%
SIG
40
Spinnaker Investment Group
California
$47.9M +$2.35M +28,683 +5%
NA
41
NewEdge Advisors
Louisiana
$46.8M +$4.87M +59,477 +11%
Osaic Holdings
42
Osaic Holdings
Arizona
$45.5M +$8.45M +103,173 +22%
FP
43
Fiduciary Planning
Florida
$44.2M +$2.15M +26,184 +5%
SIA
44
SkyView Investment Advisors
New Jersey
$42.4M +$1.07M +13,015 +3%
GEA
45
Glen Eagle Advisors
New Jersey
$41.6M +$6.42M +78,312 +18%
OIA
46
OneDigital Investment Advisors
Kansas
$41.4M +$1.26M +15,328 +3%
KAS
47
Kestra Advisory Services
Texas
$41M -$585K -7,145 -1%
NW
48
NewEdge Wealth
Pennsylvania
$37.2M -$4.06M -49,503 -10%
AAS
49
Avantax Advisory Services
Texas
$36.4M +$3M +36,581 +9%
SC
50
Savant Capital
Illinois
$35.6M -$4.48M -54,712 -11%