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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$308K -$26.4K -640 -8%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$303K -$5.57K -135 -2%
WMA
128
Wealth Management Associates
New Jersey
$297K -$1.49K -36 -0.5%
SFP
129
Shepherd Financial Partners
Massachusetts
$296K
IFA
130
Interactive Financial Advisors
Illinois
$293K -$2.06K -50 -0.7%
COI
131
Capital One Investing
Virginia
$290K -$90.6K -2,196 -25%
SWP
132
Stratos Wealth Partners
Ohio
$290K +$4.95K +120 +2%
FCIM
133
Fairview Capital Investment Management
California
$288K -$285K -6,906 -51%
SG
134
StoneX Group
New York
$288K +$276K +6,682 New
FA
135
Fortis Advisors
Pennsylvania
$272K -$25.2K -612 -9%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$271K -$379K -9,180 -59%
XS
137
XR Securities
Illinois
$265K +$254K +6,157 New
CM
138
Capital Management
Virginia
$261K -$21.7K -525 -8%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$255K -$5.49K -133 -2%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$254K -$55.9K -1,354 -19%
MCP
141
Mirador Capital Partners
California
$251K +$24.5K +593 +11%
MA
142
MUFG Americas
New York
$250K
CAM
143
Covenant Asset Management
New Jersey
$247K +$5.57K +135 +2%
Renaissance Technologies
144
Renaissance Technologies
New York
$245K +$235K +5,700 New
BL
145
Balentine LLC
Georgia
$233K
NWP
146
Northstar Wealth Partners
Connecticut
$232K
LPT
147
Legacy Private Trust
Wisconsin
$231K
FFS
148
Founders Financial Securities
Maryland
$229K -$52.8K -1,280 -19%
AWM
149
AE Wealth Management
Kansas
$229K +$220K +5,326 New
IC
150
Intersect Capital
California
$228K