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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Bouchey Financial Group
New York
$78M +$628K +7,041 +0.8%
Comerica Bank
27
Comerica Bank
Texas
$76.4M +$7.99M +89,591 +12%
GWS
28
Glassman Wealth Services
Virginia
$75.2M +$469K +5,259 +0.6%
RW
29
RVW Wealth
California
$73.6M +$34.2K +384 +0%
LFA
30
Legacy Financial Advisors
Kentucky
$73.2M -$11.9K -133 -0%
EH
31
Equitable Holdings
New York
$72.4M +$2.16M +24,284 +3%
KAS
32
Kestra Advisory Services
Texas
$68.6M +$17.7M +198,512 +35%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$68.2M +$890K +9,979 +1%
SFG
34
SNS Financial Group
Minnesota
$62.9M +$357K +4,003 +0.6%
IA
35
IAM Advisory
Pennsylvania
$59.2M -$12.4M -139,541 -17%
Osaic Holdings
36
Osaic Holdings
Arizona
$58.7M +$8.72M +97,804 +18%
JP Morgan Chase
37
JP Morgan Chase
New York
$56.8M +$418K +4,685 +0.7%
Lido Advisors
38
Lido Advisors
California
$56M +$275K +3,082 +0.5%
PWMG
39
Prestige Wealth Management Group
New Jersey
$55.7M -$188K -2,104 -0.3%
SIG
40
Spinnaker Investment Group
California
$55.1M +$110K +1,234 +0.2%
BFG
41
Beacon Financial Group
Texas
$51.7M -$1.49M -16,704 -3%
Mariner
42
Mariner
Kansas
$50.4M +$17.2M +192,442 +52%
FP
43
Fiduciary Planning
Florida
$50M +$731K +8,199 +1%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$48.2M +$5.81M +65,222 +14%
DWAM
45
Duncan Williams Asset Management
Tennessee
$48.2M +$2.94M +32,967 +7%
SIA
46
SkyView Investment Advisors
New Jersey
$47.2M -$111K -1,241 -0.2%
NA
47
NewEdge Advisors
Louisiana
$47.1M -$6.19M -69,487 -12%
TLIC
48
Taiyo Life Insurance Company
Japan
$47M
OCM
49
One Capital Management
California
$46.2M -$11.2M -125,138 -19%
GEA
50
Glen Eagle Advisors
New Jersey
$46.1M -$2.46M -27,593 -5%