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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
526
SageView Advisory Group
California
$462K -$202K -2,271 -31%
IF
527
IRON Financial
Illinois
$459K -$48.9K -549 -10%
KA
528
Klingman & Associates
New York
$459K -$198K -2,224 -30%
CA
529
Claro Advisors
Massachusetts
$458K -$552K -6,193 -55%
SAM
530
Silvercrest Asset Management
New York
$458K -$76.2K -855 -14%
SIA
531
Soltis Investment Advisors
Utah
$455K -$25K -281 -5%
CAM
532
Cidel Asset Management
Ontario, Canada
$454K -$5.26K -59 -1%
LPT
533
Legacy Private Trust
Wisconsin
$450K
SC
534
Sykon Capital
New York
$449K +$74.3K +834 +20%
HR
535
Hardy Reed
Mississippi
$446K -$115K -1,294 -21%
ST
536
Spinnaker Trust
Maine
$445K
HF
537
HRT Financial
New York
$444K -$675K -7,577 -60%
WEG
538
World Equity Group
Illinois
$441K
OCM
539
Objective Capital Management
Ohio
$438K +$1.69K +19 +0.4%
IAA
540
Independent Advisor Alliance
North Carolina
$432K +$26.7K +300 +7%
GSIS
541
Global Strategic Investment Solutions
Arizona
$431K -$20.9K -234 -5%
RFG
542
REAP Financial Group
Texas
$431K -$4.28K -48 -1%
BI
543
Breachway Investments
Rhode Island
$431K +$430K +4,820 New
LSA
544
L & S Advisors
California
$430K
CG
545
Clarus Group
Texas
$430K
AFP
546
ATLas Financial Planning
Georgia
$429K +$428K +4,800 New
SC
547
Scotia Capital
Ontario, Canada
$420K +$25K +281 +6%
AWM
548
Avior Wealth Management
Nebraska
$417K
CSP
549
Cary Street Partners
Virginia
$412K -$39.7K -445 -9%
BA
550
Bluesphere Advisors
Pennsylvania
$411K