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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
701
Westside Investment Management
California
$101K -$22.8K -241 -19%
FFA
702
Frazier Financial Advisors
Ohio
$98.2K – – –
RF
703
Rossby Financial
Florida
$96.7K +$25.8K +273 +37%
OA
704
Operose Advisors
Wisconsin
$92.7K – – –
Citigroup
705
Citigroup
New York
$92.5K +$19.6K +207 +27%
NB
706
NBH Bank
Colorado
$88.9K +$87.9K +930 New
HIW
707
Holos Integrated Wealth
Pennsylvania
$83.7K – – –
PA
708
Parallel Advisors
California
$79.4K – – –
ANBT
709
American National Bank & Trust
Texas
$75.3K – – –
SC
710
SouthState Corp
Florida
$74.1K +$73.2K +775 New
GI
711
GAMMA Investing
California
$71.8K – – –
KFGG
712
Keystone Financial Group (Georgia)
Georgia
$71.4K +$189 +2 +0.3%
AWM
713
Activest Wealth Management
Florida
$69K +$68.2K +722 New
AF
714
Advisornet Financial
Minnesota
$67.2K – – –
AUB
715
Atlantic Union Bankshares
Virginia
$65.7K -$11.3K -120 -15%
BSB
716
Bangor Savings Bank
Maine
$65.3K -$103K -1,087 -61%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$60.9K -$34.3K -363 -36%
SWA
718
SOA Wealth Advisors
New York
$60.9K +$22.4K +237 +59%
HFG
719
Harborfront Financial Group
Michigan
$60.1K +$59.3K +628 New
TCOV
720
Trust Company of Vermont
Vermont
$58.5K +$57.8K +612 New
KG
721
Kilter Group
New York
$58.3K – – –
IAIM
722
International Assets Investment Management
Florida
$57.3K – – –
NOI
723
Newton One Investments
Delaware
$56.9K – – –
CVM
724
Cheviot Value Management
California
$54.6K – – –
BBHC
725
Brown Brothers Harriman & Co
New York
$54.2K – – –