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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
76
Sanchez Wealth Management Group
Florida
$19.1M +$263K +3,606 +1%
CFA
77
Cahill Financial Advisors
Minnesota
$18.7M -$2.71M -37,175 -13%
AWA
78
Amplius Wealth Advisors
Pennsylvania
$18.6M -$26.3M -360,741 -60%
CWA
79
Continuum Wealth Advisors
New York
$17.6M +$485K +6,649 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$17.3M +$2.32M +31,816 +16%
MML Investors Services
81
MML Investors Services
Massachusetts
$16.7M +$1.59M +21,833 +11%
SMG
82
Smart Money Group
Texas
$16.7M +$16.7M +228,667 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$16.3M -$841K -11,532 -5%
CRC
84
Curi RMB Capital
Illinois
$16.2M -$34.9K -479 -0.2%
TWM
85
TMD Wealth Management
Arizona
$15.7M +$449K +6,153 +3%
FC
86
Forte Capital
New York
$15.6M +$523K +7,174 +4%
PAWA
87
Palo Alto Wealth Advisors
California
$15.5M -$350K -4,792 -2%
SPWG
88
Sage Private Wealth Group
Illinois
$15.4M +$820K +11,246 +6%
AWS
89
Atria Wealth Solutions
New York
$15.1M +$544K +7,451 +4%
DADC
90
D.A. Davidson & Co
Montana
$14.5M +$699K +9,576 +5%
WMR
91
Wealth Management Resources
Rhode Island
$13.6M -$154K -2,110 -1%
LW
92
Lauer Wealth
Indiana
$13.3M +$685K +9,383 +6%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$13.2M +$2.89M +39,592 +30%
WANY
94
Wealthspire Advisors (New York)
New York
$13.1M -$416K -5,698 -3%
SFA
95
Sequoia Financial Advisors
Ohio
$13M -$481K -6,600 -4%
TAM
96
Townsend Asset Management
North Carolina
$12.8M +$441K +6,041 +4%
CA
97
Cresta Advisors
Texas
$12.8M +$483K +6,627 +4%
FFN
98
Focus Financial Network
Minnesota
$12.2M -$933K -12,787 -7%
COI
99
Connable Office Inc
Michigan
$11.8M -$15.3K -210 -0.1%
CA
100
CGN Advisors
Kansas
$11.7M +$13.4K +184 +0.1%