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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TM
76
TigerOak Management
New Mexico
$23.6M -$91.3K -1,115 -0.4%
TSWM
77
Tyler-Stone Wealth Management
Ohio
$23.4M +$829K +10,117 +4%
Truist Financial
78
Truist Financial
North Carolina
$22.9M -$304K -3,711 -1%
FC
79
Forte Capital
New York
$22.7M -$112K -1,363 -0.5%
COI
80
Connable Office Inc
Michigan
$22.2M +$5.21M +63,556 +30%
AA
81
ACT Advisors
North Carolina
$21.9M -$192K -2,343 -0.8%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$21.7M +$1.18M +14,373 +6%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$21.7M -$1.49M -18,128 -6%
SWM
84
SK Wealth Management
Rhode Island
$21.3M -$9.67K -118 -0%
IF
85
Intrua Financial
Texas
$21.2M +$10.8M +131,806 +99%
MWM
86
Modern Wealth Management
Kansas
$20.7M +$512K +6,254 +2%
CFA
87
Cahill Financial Advisors
Minnesota
$20.6M +$1.58M +19,330 +8%
Creative Planning
88
Creative Planning
Kansas
$19.6M +$11M +134,222 +121%
SPWG
89
Sage Private Wealth Group
Illinois
$19.3M -$118K -1,441 -0.6%
HWM
90
HB Wealth Management
Georgia
$19.2M -$750K -9,150 -4%
PA
91
Pinnacle Associates
New York
$18.3M +$18M +220,295 +2,345%
PAWA
92
Palo Alto Wealth Advisors
California
$18.1M +$888K +10,839 +5%
CAP
93
Columbia Advisory Partners
Washington
$18M +$2.87M +34,987 +18%
LFG
94
Larson Financial Group
Missouri
$17.9M +$9.65M +117,847 +111%
PWMA
95
Pension & Wealth Management Advisors
Massachusetts
$17.4M +$3.07M +37,456 +21%
DADC
96
D.A. Davidson & Co
Montana
$17.3M -$118K -1,440 -0.7%
CA
97
Cresta Advisors
Texas
$17.3M +$3.33M +40,609 +23%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$16.9M +$356K +4,351 +2%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$16.9M +$5.45M +66,479 +45%
HCA
100
Heck Capital Advisors
Wisconsin
$16.7M -$18.1M -221,387 -51%