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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
151
Total Clarity Wealth Management
Illinois
$344K +$331K +7,093 New
GIA
152
Gladstone Institutional Advisory
Florida
$338K +$325K +6,973 New
SFP
153
Shepherd Financial Partners
Massachusetts
$333K
FCIM
154
Fairview Capital Investment Management
California
$324K -$47 -1 -0%
BBPWM
155
Blue Bell Private Wealth Management
Pennsylvania
$321K -$3.27K -70 -1%
CWM
156
CCG Wealth Management
California
$319K
SPC
157
Sigma Planning Corp
Michigan
$319K +$26.2K +562 +9%
CONA
158
Capital One National Association
New York
$319K +$307K +6,582 New
SG
159
StoneX Group
New York
$314K -$19.4K -416 -6%
ST
160
Smithfield Trust
Pennsylvania
$312K
CM
161
Capital Management
Virginia
$294K
CAM
162
Covenant Asset Management
New Jersey
$290K +$4.9K +105 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$287K
MA
164
MUFG Americas
New York
$281K
CAG
165
Crestwood Advisors Group
Massachusetts
$279K
DWM
166
Dakota Wealth Management
Florida
$278K
CAL
167
Capital Analysts LLC
Pennsylvania
$267K +$257K +5,510 New
SAG
168
Spotlight Asset Group
Illinois
$265K +$296K +6,352 New
Baird Financial Group
169
Baird Financial Group
Wisconsin
$261K +$34.9K +748 +16%
AIP
170
Ahrens Investment Partners
Louisiana
$259K -$9.33K -200 -4%
LPT
171
Legacy Private Trust
Wisconsin
$257K -$2.8K -60 -1%
IC
172
Intersect Capital
California
$257K
SI
173
Stephens Inc
Arkansas
$248K +$560 +12 +0.2%
AWA
174
Arete Wealth Advisors
Illinois
$243K -$2.89K -62 -1%
IWC
175
Integrated Wealth Concepts
Massachusetts
$242K +$1.26K +27 +0.5%