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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
676
AssetMark Inc
California
$35.9K +$32.4K +373 +1,243%
SWA
677
SOA Wealth Advisors
New York
$35.6K – – –
VCM
678
Versant Capital Management
Arizona
$33.9K – – –
MWA
679
Medallion Wealth Advisors
Connecticut
$32.3K +$4.42K +51 +16%
C
680
Covestor
United Kingdom
$31K -$7.89K -91 -21%
TFGT
681
TS Financial Group (TSFG)
Illinois
$30K -$7.55K -87 -21%
BL
682
BFSG LLC
California
$28.2K – – –
STB
683
S&T Bank
Pennsylvania
$28.1K – – –
PAM
684
Palisade Asset Management
Minnesota
$26.7K +$26K +300 New
TCOV
685
Trust Company of Vermont
Vermont
$26.2K +$5.55K +64 +28%
SCA
686
Stuart Chaussee & Associates
California
$23.8K – – –
NSIM
687
North Star Investment Management
Illinois
$23.7K – – –
Q1WB
688
Quest 10 Wealth Builders
Virginia
$23.6K -$3.47K -40 -13%
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$23.3K – – –
PGAM
690
Princeton Global Asset Management
New Jersey
$22.2K – – –
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K – – –
Federated Hermes
692
Federated Hermes
Pennsylvania
$20.7K +$20.2K +233 New
ITIM
693
Indiana Trust & Investment Management
Indiana
$20.2K -$7.2K -83 -27%
SWM
694
Spire Wealth Management
Virginia
$20.1K – – –
SIC
695
SJS Investment Consulting
Ohio
$20.1K +$19.6K +226 New
FGAM
696
Financial Gravity Asset Management
Texas
$19.9K +$19.4K +224 New
DJSG
697
D.J. St. Germain
Massachusetts
$17.8K +$17.3K +200 New
MAS
698
MPWM Advisory Solutions
Georgia
$17.1K +$4.34K +50 +35%
BSB
699
Bangor Savings Bank
Maine
$16K – – –
RF
700
Rossby Financial
Florida
$15K – – –