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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
Riverbend Wealth Management
South Carolina
$8.48M +$431K +4,558 +5%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$8.28M -$9.54K -101 -0.1%
FWA
153
Flagship Wealth Advisors
Massachusetts
$8.26M +$2.08M +22,031 +34%
PCG
154
Prosperity Consulting Group
Maryland
$8.26M -$530K -5,609 -6%
PWM
155
PMG Wealth Management
Illinois
$8.15M +$69.2K +732 +0.9%
AFG
156
Albion Financial Group
Utah
$8.15M -$945 -10 -0%
LWM
157
Latko Wealth Management
Illinois
$8.12M -$299K -3,166 -4%
EFG
158
Ethos Financial Group
Pennsylvania
$7.74M -$418K -4,421 -5%
LPAM
159
Lodestar Private Asset Management
California
$7.53M -$270K -2,853 -3%
GSWM
160
Golden State Wealth Management
California
$7.37M +$125K +1,327 +2%
Brown Advisory
161
Brown Advisory
Maryland
$7.32M +$23.2K +246 +0.3%
WPIC
162
White Pine Investment Company
Michigan
$7.24M +$156K +1,656 +2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$7.17M +$447K +4,729 +7%
AA
164
Ancora Advisors
Ohio
$7.03M -$32.2K -341 -0.5%
LA
165
LM Advisors
California
$7.01M +$6.35M +67,249 +1,090%
IWM
166
IHT Wealth Management
Illinois
$6.93M -$105K -1,114 -2%
AWP
167
Axis Wealth Partners
Rhode Island
$6.86M -$39K -413 -0.6%
FRA
168
FFG Retirement Advisors
Colorado
$6.75M +$47K +498 +0.7%
KWA
169
Kingswood Wealth Advisors
California
$6.67M -$38.3K -405 -0.6%
VT
170
Vise Technologies
New York
$6.52M +$4.18M +44,272 +185%
CCFM
171
Clear Creek Financial Management
Washington
$6.51M +$241K +2,547 +4%
CIAS
172
Capital Investment Advisory Services
North Carolina
$6.34M +$3.59K +38 +0.1%
OC
173
Oppenheimer & Co
New York
$6.32M +$221K +2,337 +4%
PFS
174
Prospera Financial Services
Texas
$6.31M +$171K +1,815 +3%
CL
175
CPWA LLC
Oregon
$6.26M +$51.6K +546 +0.8%