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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
576
Onyx Bridge Wealth Group
New York
$287K -$8.41M -96,989 -97%
BIM
577
Breakwater Investment Management
Washington
$281K +$104K +1,198 +61%
CIA
578
Capital Investment Advisors
Georgia
$277K -$26K -300 -9%
KWM
579
Kingsview Wealth Management
Oregon
$275K -$30.4K -351 -10%
LIM
580
Leavell Investment Management
Alabama
$274K -$3.9K -45 -1%
W
581
WPWealth
Texas
$270K – – –
HH
582
Hilltop Holdings
Texas
$270K -$11.7K -135 -4%
EFG
583
Everhart Financial Group
Ohio
$268K -$63.9K -737 -20%
PNAA
584
Pictet North America Advisors
Switzerland
$267K – – –
PMFA
585
Plante Moran Financial Advisors
Michigan
$258K +$58.4K +673 +30%
PRI
586
Prepared Retirement Institute
Pennsylvania
$258K – – –
KBFS
587
Kohmann Bosshard Financial Services
Ohio
$257K +$251K +2,893 New
WMWM
588
Whitaker-Myers Wealth Managers
Ohio
$255K -$1.39K -16 -0.6%
AW
589
Apricus Wealth
South Carolina
$254K – – –
HSWM
590
Hubbell Strickland Wealth Management
Louisiana
$251K +$954 +11 +0.4%
ADL
591
Asset Dedication LLC
California
$251K -$78.1K -900 -24%
RWA
592
Redhawk Wealth Advisors
Minnesota
$241K +$235K +2,707 New
CM
593
Capital Management
Virginia
$240K – – –
MSA
594
McAlister Sweet & Associates
Texas
$240K – – –
TWM
595
Tradition Wealth Management
Minnesota
$239K +$347 +4 +0.1%
GC
596
Grimes & Company
Massachusetts
$239K +$867 +10 +0.4%
O3W
597
Omni 360 Wealth
New Jersey
$238K +$232K +2,671 New
WT
598
Whittier Trust
California
$237K +$87 +1 +0%
CWA
599
Clearview Wealth Advisors
Oregon
$233K -$26.5K -305 -10%
Invesco
600
Invesco
Georgia
$233K +$227K +2,618 New