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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWIA
126
Solano Wealth Investment Advisors
California
$10.3M +$10.6M +127,247 New
MPW
127
Monterey Private Wealth
California
$10.3M +$175K +2,092 +2%
OPWM
128
Oxinas Partners Wealth Management
Indiana
$10.1M +$574K +6,870 +6%
BRWM
129
Blue Rock Wealth Management
North Carolina
$9.75M +$10.1M +120,432 New
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$9.67M -$501K -5,995 -5%
MPW
131
Melone Private Wealth
Michigan
$9.5M -$559K -6,688 -5%
TCM
132
TD Capital Management
Tennessee
$9.37M -$139K -1,661 -1%
HBS
133
Howard Bailey Securities
Indiana
$9.37M +$323K +3,860 +3%
AIM
134
Archer Investment Management
Texas
$9.34M +$9.65M +115,404 New
AWE
135
Avidian Wealth Enterprises
Texas
$9.3M +$1.11M +13,268 +13%
MSWA
136
Marshall & Sterling Wealth Advisors
New York
$9.26M +$9.57M +114,445 New
CPA
137
Capital Planning Advisors
California
$9.25M +$289K +3,460 +3%
IA
138
IFG Advisory
Georgia
$9.09M +$430K +5,138 +5%
FHA
139
Flagship Harbor Advisors
Massachusetts
$9.04M +$567K +6,779 +6%
Creative Planning
140
Creative Planning
Kansas
$8.96M -$199K -2,385 -2%
GSEP
141
Golden State Equity Partners
California
$8.88M -$15.7M -187,928 -63%
IA
142
Insight Advisors
Pennsylvania
$8.88M +$739K +8,842 +9%
PCG
143
Prosperity Consulting Group
Maryland
$8.83M -$470K -5,623 -5%
GSWM
144
Golden State Wealth Management
California
$8.79M +$9.08M +108,634 New
JWCA
145
J.W. Cole Advisors
Florida
$8.79M -$394K -4,716 -4%
LFG
146
Larson Financial Group
Missouri
$8.59M +$4.7M +56,182 +113%
IWM
147
IHT Wealth Management
Illinois
$8.26M +$299K +3,574 +4%
SAM
148
Smartleaf Asset Management
Massachusetts
$8.15M +$266K +3,185 +3%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$8.14M +$186K +2,225 +2%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$7.94M +$3.12M +37,268 +61%