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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
626
Foster Victor Wealth Advisors
South Carolina
$250K +$247K +2,714 New
WMWM
627
Whitaker-Myers Wealth Managers
Ohio
$249K -$1.64K -18 -0.6%
EFG
628
Everhart Financial Group
Ohio
$246K – – –
NA
629
Nautilus Advisors
California
$245K +$254K +2,793 New
MPIA
630
Milestones Private Investment Advisors
New York
$245K -$588K -6,466 -70%
CAG
631
Crestwood Advisors Group
Massachusetts
$244K +$38.1K +419 +18%
AAP
632
Arax Advisory Partners
Colorado
$241K -$172K -1,895 -42%
O3W
633
Omni 360 Wealth
New Jersey
$241K +$364 +4 +0.1%
MSA
634
McAlister Sweet & Associates
Texas
$237K – – –
GC
635
Grimes & Company
Massachusetts
$237K +$727 +8 +0.3%
WT
636
Whittier Trust
California
$235K – – –
TWM
637
Tradition Wealth Management
Minnesota
$230K +$364 +4 +0.2%
CTWM
638
Cherry Tree Wealth Management
Minnesota
$227K +$2K +22 +0.9%
Fisher Asset Management
639
Fisher Asset Management
Washington
$226K -$453K -4,978 -66%
HF
640
HRT Financial
New York
$225K -$218K -2,398 -48%
FBFS
641
First Business Financial Services
Wisconsin
$223K – – –
HHGA
642
Halbert Hargrove Global Advisors
California
$222K – – –
S
643
SignatureFD
Georgia
$220K – – –
SAM
644
Seelaus Asset Management
New Jersey
$218K -$72.1K -793 -24%
DWS
645
Discipline Wealth Solutions
South Carolina
$217K +$225K +2,469 New
JWS
646
Juncture Wealth Strategies
Arizona
$215K – – –
CM
647
Capital Management
Virginia
$213K -$24.6K -270 -10%
SCFS
648
Stewardship Concepts Financial Services
Washington
$212K +$8.09K +89 +4%
LIM
649
Leavell Investment Management
Alabama
$212K -$60.9K -670 -22%
EFT
650
Envision Financial Transparency
North Carolina
$211K +$218K +2,401 New