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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
601
Cherry Tree Wealth Management
Minnesota
$228K +$5.55K +64 +3%
FBFS
602
First Business Financial Services
Wisconsin
$226K
PPC
603
Park Place Capital
Alabama
$226K +$607 +7 +0.3%
FA
604
Fountainhead AM
New Jersey
$226K +$87 +1 +0%
HHGA
605
Halbert Hargrove Global Advisors
California
$224K
S
606
SignatureFD
Georgia
$223K -$87 -1 -0%
FCP
607
Fidelis Capital Partners
Florida
$222K
AW
608
Atlas Wealth
Ohio
$222K +$216K +2,492 New
TAM
609
Tucker Asset Management
Colorado
$221K
JWS
610
Juncture Wealth Strategies
Arizona
$217K
TC
611
Tenret Company
Florida
$216K -$35K -404 -14%
CCM
612
Coldstream Capital Management
Washington
$213K +$207K +2,392 New
SB
613
Strategic Blueprint
Georgia
$211K +$206K +2,375 New
LSA
614
Lion Street Advisors
Texas
$210K +$22.3K +257 +8%
AAS
615
Annex Advisory Services
Wisconsin
$210K -$3.9K -45 -2%
HIA
616
Harbor Investment Advisory
Maryland
$209K
RIA
617
Retirement Investment Advisors
Oklahoma
$206K -$185K -2,130 -48%
DIA
618
Dana Investment Advisors
Wisconsin
$205K +$200K +2,301 New
BlackRock
619
BlackRock
New York
$204K -$961K -11,081 -83%
FAN
620
Financial Advisors Network
California
$203K +$198K +2,278 New
IIM
621
Ipswich Investment Management
Massachusetts
$202K +$197K +2,270 New
SCA
622
Snowden Capital Advisors
New York
$201K +$196K +2,264 New
RWM
623
Ritholtz Wealth Management
New York
$201K +$196K +2,260 New
BBHC
624
Brown Brothers Harriman & Co
New York
$189K
HAP
625
Harbor Asset Planning
Massachusetts
$188K +$607 +7 +0.3%