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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
476
Cambria Investment Management
California
$627K +$619K +6,555 New
EF
477
Empowered Funds
Pennsylvania
$627K +$619K +6,555 New
DA
478
Detalus Advisors
Missouri
$612K -$25.5K -270 -4%
IA
479
Intellus Advisors
Florida
$611K
KF
480
Krilogy Financial
Missouri
$605K -$99.4K -1,052 -14%
CWA
481
CM Wealth Advisors
Ohio
$602K
DAM
482
Deltec Asset Management
New York
$602K
GA
483
GFS Advisors
Texas
$597K +$1.51K +16 New
MWM
484
Meridian Wealth Management
Kentucky
$594K -$64.4K -682 -10%
XT
485
XTX Topco
Cayman Islands
$592K -$1.29M -13,628 -69%
AWA
486
Alta Wealth Advisors
Massachusetts
$589K +$1.13K +12 +0.2%
MBT
487
Montecito Bank & Trust
California
$588K -$59.7K -632 -9%
TCIIS
488
TIAA-CREF Individual & Institutional Services
New York
$578K -$23.3K -247 -4%
AWCI
489
Alpine Woods Capital Investors
New York
$574K
CA
490
Clearstead Advisors
Ohio
$572K
FL
491
FreeGulliver LLC
Louisiana
$570K +$1.7K +18 +0.3%
CAM
492
Covenant Asset Management
New Jersey
$569K +$40.1K +424 +8%
LWM
493
LongView Wealth Management
Georgia
$560K +$146K +1,543 +36%
CWM
494
Cordatus Wealth Management
Pennsylvania
$557K
KWA
495
Kondo Wealth Advisors
California
$552K -$5.57K -59 -1%
PCM
496
Permanent Capital Management
Illinois
$549K +$543K +5,745 New
CWM
497
Collaborative Wealth Management
Florida
$548K -$8.41K -89 -2%
SG
498
StoneX Group
New York
$547K +$146K +1,544 +38%
SAW
499
Signal Advisors Wealth
Michigan
$545K +$89K +942 +20%
AF
500
Allworth Financial
California
$545K -$63.8K -675 -11%