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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$473K +$509K +11,195 New
UR
127
USCA RIA
Texas
$441K -$82.5K -1,816 -14%
WBG
128
Wharton Business Group
Pennsylvania
$428K
CPIG
129
Chicago Partners Investment Group
Illinois
$419K +$444K +9,764 New
PFS
130
Prospera Financial Services
Texas
$416K +$1.77K +39 +0.4%
CA
131
Calton & Associates
Florida
$415K +$286K +6,287 +144%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$431K +9,488 +921%
MA
133
MONECO Advisors
Connecticut
$383K -$304K -6,699 -40%
Creative Planning
134
Creative Planning
Kansas
$383K +$52.2K +1,149 +13%
TSWM
135
Triangle Securities Wealth Management
North Carolina
$382K -$2.95K -65 -0.7%
OC
136
Oppenheimer & Co
New York
$379K +$9.04K +199 +2%
M&T Bank
137
M&T Bank
New York
$350K +$409K +9,000 New
IFA
138
Interactive Financial Advisors
Illinois
$349K +$6.27K +138 +2%
BFA
139
Beaumont Financial Advisors
Massachusetts
$339K +$184K +4,059 +87%
RA
140
RFG Advisory
Alabama
$336K +$393K +8,645 New
CGFA
141
Colton Groome Financial Advisors
North Carolina
$333K -$580K -12,775 -60%
OIA
142
OneDigital Investment Advisors
Kansas
$331K -$77.5K -1,706 -17%
DAM
143
Deltec Asset Management
New York
$319K -$59.1K -1,300 -14%
ADL
144
Asset Dedication LLC
California
$315K +$327K +7,204 +800%
SC
145
Slow Capital
California
$296K -$180K -3,952 -34%
FA
146
Fortis Advisors
Pennsylvania
$296K +$1.82K +40 +0.5%
NFG
147
Next Financial Group
Texas
$294K +$14.6K +321 +4%
FHA
148
First Horizon Advisors
Tennessee
$293K -$84.9K -1,868 -20%
OWA
149
Outlook Wealth Advisors
Texas
$289K -$1.21M -26,684 -78%
FFS
150
Founders Financial Securities
Maryland
$289K +$338K +7,435 New