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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
76
Potomac Fund Management
Florida
$27.8M +$27.5M +290,900 New
HWM
77
HB Wealth Management
Georgia
$26.8M +$1.6M +16,936 +6%
CL
78
CVFG LLC
Indiana
$26.6M +$1.14M +12,042 +5%
CIA
79
Concurrent Investment Advisors
Florida
$26.5M +$405K +4,292 +2%
FFA
80
Farther Finance Advisors
California
$26.2M +$18.4M +194,681 +247%
CA
81
Cresta Advisors
Texas
$23.9M +$809K +8,560 +4%
AA
82
ACT Advisors
North Carolina
$23.3M +$884K +9,359 +4%
Creative Planning
83
Creative Planning
Kansas
$23.2M +$2.18M +23,074 +11%
PCIA
84
Prime Capital Investment Advisors
Kansas
$23.2M -$79.1M -836,835 -78%
DADC
85
D.A. Davidson & Co
Montana
$22.7M +$445K +4,709 +2%
SWM
86
SK Wealth Management
Rhode Island
$22.6M -$3.09M -32,681 -13%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$22.3M -$403K -4,269 -2%
CFS
88
Compass Financial Services
Iowa
$22.1M +$354K +3,746 +2%
CAP
89
Columbia Advisory Partners
Washington
$22M +$302K +3,200 +1%
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$21.2M +$1.34M +14,173 +7%
CFS
91
CRA Financial Services
New Jersey
$21.2M +$396K +4,195 +2%
SA
92
Sanctuary Advisors
Indiana
$20.8M +$19.2K +203 +0.1%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$20.7M -$9.58M -101,375 -32%
MWM
94
MOR Wealth Management
Pennsylvania
$19.9M -$1.12M -11,855 -5%
BAWC
95
Boyce & Associates Wealth Consulting
Texas
$19.7M +$318K +3,361 +2%
Truist Financial
96
Truist Financial
North Carolina
$19M -$6.63M -70,168 -26%
EWS
97
Eagle Wealth Strategies
New Jersey
$19M -$127K -1,347 -0.7%
TAM
98
Townsend Asset Management
North Carolina
$18.9M -$17.8K -188 -0.1%
HCM
99
Hengehold Capital Management
Ohio
$18.7M +$205K +2,166 +1%
HCA
100
Heck Capital Advisors
Wisconsin
$18.3M +$482K +5,106 +3%