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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
126
First Heartland Consultants
Missouri
$400K +$112K +2,520 +40%
TA
127
TCG Advisors
Texas
$362K +$238K +5,380 +203%
BCA
128
Bay Colony Advisors
Massachusetts
$355K +$2.21K +50 +0.6%
GT
129
Glenview Trust
Kentucky
$342K +$97.3K +2,200 +41%
CWS
130
Cypress Wealth Services
California
$328K -$6.28K -142 -2%
NFG
131
Next Financial Group
Texas
$326K +$75.8K +1,713 +31%
WMA
132
Wealth Management Associates
New Jersey
$323K +$12.4K +280 +4%
FFS
133
Founders Financial Securities
Maryland
$322K -$7.52K -170 -2%
OIA
134
OneDigital Investment Advisors
Kansas
$317K +$311K +7,024 New
SG
135
StoneX Group
New York
$311K +$9.03K +204 +3%
SFP
136
Shepherd Financial Partners
Massachusetts
$310K
COI
137
Capital One Investing
Virginia
$304K +$298K +6,744 New
JP Morgan Chase
138
JP Morgan Chase
New York
$302K +$280K +6,317 +1,649%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$301K -$3.1K -70 -1%
FCIM
140
Fairview Capital Investment Management
California
$301K +$44 +1 +0%
CWM
141
CCG Wealth Management
California
$297K -$9.96K -225 -3%
FA
142
Fortis Advisors
Pennsylvania
$290K +$2.17K +49 +0.8%
ST
143
Smithfield Trust
Pennsylvania
$290K +$50.5K +1,141 +22%
CM
144
Capital Management
Virginia
$274K
SPC
145
Sigma Planning Corp
Michigan
$271K +$310 +7 +0.1%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$267K
MCP
147
Mirador Capital Partners
California
$266K +$10.7K +241 +4%
CAM
148
Covenant Asset Management
New Jersey
$265K +$6.86K +155 +3%
MA
149
MUFG Americas
New York
$262K
DWM
150
Dakota Wealth Management
Florida
$259K +$254K +5,745 New