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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
601
Breakwater Capital Group
New Jersey
$230K +$3.73K +43 +2%
CTWM
602
Cherry Tree Wealth Management
Minnesota
$228K +$5.55K +64 +3%
FBFS
603
First Business Financial Services
Wisconsin
$226K – – –
PPC
604
Park Place Capital
Alabama
$226K +$607 +7 +0.3%
FA
605
Fountainhead AM
New Jersey
$226K +$87 +1 +0%
HHGA
606
Halbert Hargrove Global Advisors
California
$224K – – –
S
607
SignatureFD
Georgia
$223K -$87 -1 -0%
FCP
608
Fidelis Capital Partners
Florida
$222K – – –
AW
609
Atlas Wealth
Ohio
$222K +$216K +2,492 New
TAM
610
Tucker Asset Management
Colorado
$221K – – –
JWS
611
Juncture Wealth Strategies
Arizona
$217K – – –
TC
612
Tenret Company
Florida
$216K -$35K -404 -14%
CCM
613
Coldstream Capital Management
Washington
$213K +$207K +2,392 New
SB
614
Strategic Blueprint
Georgia
$211K +$206K +2,375 New
LSA
615
Lion Street Advisors
Texas
$210K +$22.3K +257 +8%
AAS
616
Annex Advisory Services
Wisconsin
$210K -$3.9K -45 -2%
HIA
617
Harbor Investment Advisory
Maryland
$209K – – –
RIA
618
Retirement Investment Advisors
Oklahoma
$206K -$185K -2,130 -48%
DIA
619
Dana Investment Advisors
Wisconsin
$205K +$200K +2,301 New
BlackRock
620
BlackRock
New York
$204K -$961K -11,081 -83%
FAN
621
Financial Advisors Network
California
$203K +$198K +2,278 New
IIM
622
Ipswich Investment Management
Massachusetts
$202K +$197K +2,270 New
SCA
623
Snowden Capital Advisors
New York
$201K +$196K +2,264 New
RWM
624
Ritholtz Wealth Management
New York
$201K +$196K +2,260 New
BBHC
625
Brown Brothers Harriman & Co
New York
$189K – – –