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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
651
Facet Wealth Inc
Maryland
$222K +$217K +2,429 New
OIA
652
Oakmont Investment Advisors
Pennsylvania
$220K +$219K +2,456 New
JWS
653
Juncture Wealth Strategies
Arizona
$218K – – –
CLIP
654
Colter Lewis Investment Partners
Connecticut
$215K +$214K +2,401 New
FCH
655
Freestone Capital Holdings
Washington
$215K +$214K +2,400 New
CAG
656
Crestwood Advisors Group
Massachusetts
$211K +$210K +2,358 New
KA
657
Kovack Advisors
Florida
$211K +$210K +2,356 New
AAS
658
Annex Advisory Services
Wisconsin
$211K – – –
HIA
659
Harbor Investment Advisory
Maryland
$210K – – –
Invesco
660
Invesco
Georgia
$208K -$25.9K -290 -11%
SCFS
661
Stewardship Concepts Financial Services
Washington
$208K +$207K +2,323 New
RIA
662
Retirement Investment Advisors
Oklahoma
$208K – – –
VWM
663
Vigil Wealth Management
Florida
$206K +$206K +2,307 New
GCG
664
Gilbert Capital Group
Maine
$204K +$204K +2,284 New
FAN
665
Financial Advisors Network
California
$204K – – –
IIM
666
Ipswich Investment Management
Massachusetts
$203K – – –
SCA
667
Snowden Capital Advisors
New York
$201K -$1.6K -18 -0.8%
QA
668
Quattro Advisors
Pennsylvania
$194K +$194K +2,174 New
HAP
669
Harbor Asset Planning
Massachusetts
$190K +$802 +9 +0.4%
BBHC
670
Brown Brothers Harriman & Co
New York
$190K – – –
SA
671
Scarborough Advisors
Maryland
$169K +$535 +6 +0.3%
CT
672
Coastline Trust
Rhode Island
$154K +$9.36K +105 +6%
KFI
673
Key Financial Inc
Pennsylvania
$153K – – –
GI
674
GAMMA Investing
California
$146K +$9.27K +104 +7%
AAG
675
Armstrong Advisory Group
Massachusetts
$140K – – –