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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WW
526
Waterfront Wealth
Kansas
$392K -$84.4K -973 -18%
GGS
527
Galvin Gaustad & Stein
Arizona
$391K – – –
GCM
528
Gallacher Capital Management
Colorado
$390K – – –
RPWA
529
Regent Peak Wealth Advisors
Georgia
$389K +$379K +4,370 New
SS
530
Sunbelt Securities
Texas
$388K -$91.2K -1,051 -19%
KHCM
531
Kirtland Hills Capital Management
Ohio
$384K +$148K +1,712 +66%
BOSSRA
532
B.O.S.S. Retirement Advisors
Utah
$381K -$66K -761 -15%
LWM
533
LongView Wealth Management
Georgia
$380K +$75.6K +872 +26%
OPPS
534
Obsidian Personal Planning Solutions
Maryland
$376K – – –
M&T Bank
535
M&T Bank
New York
$376K – – –
MWM
536
Mission Wealth Management
California
$375K +$781 +9 +0.2%
KG
537
Kilter Group
New York
$375K +$607 +7 +0.2%
SL
538
SWMG LLC
Texas
$374K +$128K +1,476 +55%
SC
539
Sykon Capital
New York
$373K -$1.13K -13 -0.3%
CAM
540
Cozad Asset Management
Illinois
$371K – – –
GT
541
Greenleaf Trust
Michigan
$370K – – –
ICP
542
Impact Capital Partners
Colorado
$367K +$358K +4,127 New
PS
543
Principal Securities
Iowa
$366K +$13.4K +155 +4%
SAW
544
Signal Advisors Wealth
Michigan
$365K +$80K +922 +29%
CAL
545
Capital Advisors Ltd
Ohio
$363K – – –
SFWC
546
Strategic Family Wealth Counselors
New Jersey
$362K +$87 +1 +0%
HWA
547
HHM Wealth Advisors
Tennessee
$358K +$17.5K +202 +5%
RIM
548
Redwood Investment Management
Arizona
$355K -$561K -6,472 -62%
SWAG
549
Spectrum Wealth Advisory Group
California
$352K – – –
XT
550
XTX Topco
Cayman Islands
$350K +$341K +3,933 New