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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
626
Kohmann Bosshard Financial Services
Ohio
$259K – – –
WMWM
627
Whitaker-Myers Wealth Managers
Ohio
$255K -$1.25K -14 -0.5%
AW
628
Apricus Wealth
South Carolina
$255K – – –
ADL
629
Asset Dedication LLC
California
$255K +$2.76K +31 +1%
Pathstone Holdings
630
Pathstone Holdings
New Jersey
$252K -$413K -4,637 -62%
EFG
631
Everhart Financial Group
Ohio
$251K -$18.9K -212 -7%
O3W
632
Omni 360 Wealth
New Jersey
$249K +$6.06K +68 +3%
RWA
633
Redhawk Wealth Advisors
Minnesota
$243K +$446 +5 +0.2%
CM
634
Capital Management
Virginia
$241K – – –
MSA
635
McAlister Sweet & Associates
Texas
$241K – – –
GC
636
Grimes & Company
Massachusetts
$241K +$891 +10 +0.4%
WT
637
Whittier Trust
California
$241K +$89 +1 +0%
ZI
638
ZEGA Investments
Florida
$239K +$238K +2,670 New
RC
639
Roundview Capital
New Jersey
$237K +$236K +2,653 New
TWM
640
Tradition Wealth Management
Minnesota
$234K -$6.24K -70 -3%
BCG
641
Breakwater Capital Group
New Jersey
$230K -$1.51K -17 -0.7%
CTWM
642
Cherry Tree Wealth Management
Minnesota
$229K – – –
CW
643
CreativeOne Wealth
Kansas
$229K +$228K +2,562 New
PPC
644
Park Place Capital
Alabama
$228K +$802 +9 +0.4%
FBFS
645
First Business Financial Services
Wisconsin
$227K – – –
HHGA
646
Halbert Hargrove Global Advisors
California
$226K – – –
Citigroup
647
Citigroup
New York
$224K -$755K -8,467 -77%
S
648
SignatureFD
Georgia
$224K – – –
AW
649
Atlas Wealth
Ohio
$223K – – –
TAM
650
Tucker Asset Management
Colorado
$222K – – –