We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
626
Whitaker-Myers Wealth Managers
Ohio
$269K -$1.42K -15 -0.5%
CW
627
CreativeOne Wealth
Kansas
$268K -$25.4K -269 -9%
MPIA
628
Milestones Private Investment Advisors
New York
$267K – – –
CAG
629
Crestwood Advisors Group
Massachusetts
$266K – – –
CIBC World Market
630
CIBC World Market
Ontario, Canada
$264K -$52K -550 -17%
CTWM
631
Cherry Tree Wealth Management
Minnesota
$263K +$16K +169 +7%
SIA
632
Soltis Investment Advisors
Utah
$261K -$167K -1,764 -39%
GC
633
Grimes & Company
Massachusetts
$259K +$756 +8 +0.3%
MSA
634
McAlister Sweet & Associates
Texas
$258K – – –
NA
635
Nautilus Advisors
California
$258K -$12.8K -135 -5%
RFN
636
Redwood Financial Network
Ohio
$258K -$96.6K -1,022 -27%
AWM
637
Avior Wealth Management
Nebraska
$257K -$203K -2,147 -44%
FCP
638
Fidelis Capital Partners
Florida
$256K -$23.6K -250 -9%
TI
639
Truepoint Inc
Ohio
$255K +$252K +2,667 New
PIA
640
Perennial Investment Advisors
California
$254K -$137K -1,448 -35%
FA
641
FSA Advisors
Michigan
$250K -$54.9K -581 -18%
SWGC
642
Summit Wealth Group (Colorado)
Colorado
$249K +$246K +2,607 New
FBFS
643
First Business Financial Services
Wisconsin
$243K – – –
TWM
644
Tradition Wealth Management
Minnesota
$242K -$8.41K -89 -3%
CA
645
Calton & Associates
Florida
$241K -$230K -2,433 -49%
S
646
SignatureFD
Georgia
$239K – – –
PFG
647
Pacific Financial Group
Washington
$237K -$40.1K -424 -15%
CWP
648
Cyndeo Wealth Partners
Florida
$235K +$232K +2,456 New
HHGA
649
Halbert Hargrove Global Advisors
California
$233K -$7.75K -82 -3%
CM
650
Capital Management
Virginia
$232K – – –