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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$943K -$646K -15,639 -39%
NFC
77
Northeast Financial Consultants
Connecticut
$857K +$924K +22,365 New
CWS
78
Cypress Wealth Services
California
$844K +$910K +22,022 New
CG
79
Colony Group
Massachusetts
$840K +$13.6K +330 +2%
KA
80
Kovack Advisors
Florida
$816K -$14.8K -357 -2%
IWM
81
IHT Wealth Management
Illinois
$805K -$213K -5,165 -20%
AWCI
82
Alpine Woods Capital Investors
New York
$805K +$868K +21,000 New
Brown Advisory
83
Brown Advisory
Maryland
$745K +$238K +5,750 +42%
BRWA
84
B. Riley Wealth Advisors
Florida
$726K +$596K +14,413 +319%
MML Investors Services
85
MML Investors Services
Massachusetts
$701K +$181K +4,372 +31%
AIP
86
Ahrens Investment Partners
Louisiana
$613K -$661K -16,000 -50%
CWM
87
CCG Wealth Management
California
$613K +$662K +16,005 New
BMA
88
Brooks Moore & Associates
Tennessee
$595K +$642K +15,527 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$593K +$371K +8,976 +138%
CCM
90
Colorado Capital Management
Colorado
$577K +$124 +3 +0%
PSG
91
Planning Solutions Group
Maryland
$565K +$609K +14,732 New
AI
92
Atria Investments
North Carolina
$539K -$73.5K -1,778 -11%
OC
93
Oppenheimer & Co
New York
$538K
FHA
94
First Horizon Advisors
Tennessee
$526K +$320K +7,733 +129%
BCM
95
Breiter Capital Management
Florida
$521K -$716K -17,323 -56%
FCIM
96
Fairview Capital Investment Management
California
$521K -$41 -1 -0%
UR
97
USCA RIA
Texas
$517K -$21.5K -519 -4%
Creative Planning
98
Creative Planning
Kansas
$473K +$511K +12,352 New
TSWM
99
Triangle Securities Wealth Management
North Carolina
$470K -$52.7K -1,275 -9%
LC
100
Lindbrook Capital
California
$466K +$503K +12,165 New