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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
151
Wealth Management Associates
New Jersey
$286K +$9.49K +209 +3%
GT
152
Glenview Trust
Kentucky
$279K -$18.6K -409 -5%
CWS
153
Cypress Wealth Services
California
$277K -$8.95K -197 -3%
SFP
154
Shepherd Financial Partners
Massachusetts
$267K
CAL
155
Capital Analysts LLC
Pennsylvania
$264K +$57.5K +1,265 +23%
FCIM
156
Fairview Capital Investment Management
California
$260K
CIBC World Market
157
CIBC World Market
Ontario, Canada
$256K +$88.3K +1,944 +42%
COF
158
Capital One Financial
Virginia
$256K +$299K +6,582 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$254K +$52.5K +1,156 +21%
CAM
160
Covenant Asset Management
New Jersey
$253K +$23.4K +515 +9%
BBPWM
161
Blue Bell Private Wealth Management
Pennsylvania
$247K -$11.6K -255 -4%
BSW
162
Buckingham Strategic Wealth
Missouri
$246K +$288K +6,332 New
MCP
163
Mirador Capital Partners
California
$242K -$99.7K -2,194 -28%
SFM
164
Signet Financial Management
New Jersey
$239K +$256K +5,630 New
CM
165
Capital Management
Virginia
$236K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$230K
SPC
167
Sigma Planning Corp
Michigan
$229K -$30.8K -678 -10%
MA
168
MUFG Americas
New York
$226K
TFS
169
Thoroughbred Financial Services
Tennessee
$219K +$255K +5,618 New
ZAM
170
Zevin Asset Management
Massachusetts
$218K +$254K +5,600 New
RWA
171
Redhawk Wealth Advisors
Minnesota
$217K +$59.5K +1,310 +31%
BHB
172
Bank Hapoalim BM
Israel
$209K -$189K -4,155 -44%
SC
173
Scotia Capital
Ontario, Canada
$208K +$47.5K +1,046 +24%
WDL
174
Well Done LLC
Michigan
$207K +$242K +5,319 New
SS
175
Sunbelt Securities
Texas
$207K +$242K +5,326 New