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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KM
151
Kalos Management
Georgia
$479K +$448K +9,235 New
GWSG
152
GPS Wealth Strategies Group
Colorado
$462K +$452K +9,321 New
IFA
153
Interactive Financial Advisors
Illinois
$459K +$4.27K +88 +1%
TSWM
154
Triangle Securities Wealth Management
North Carolina
$448K -$971 -20 -0.2%
KPWS
155
Kestra Private Wealth Services
Texas
$424K +$415K +8,547 New
Citadel Advisors
156
Citadel Advisors
Florida
$421K -$127K -2,615 -24%
MA
157
Menlo Advisors
California
$410K
DAM
158
Deltec Asset Management
New York
$406K
RWA
159
Redhawk Wealth Advisors
Minnesota
$406K +$11.9K +246 +3%
CAM
160
Cozad Asset Management
Illinois
$397K
CA
161
Calton & Associates
Florida
$387K -$11.6K -240 -3%
AFA
162
Atlanta Financial Associates
Georgia
$380K +$631 +13 +0.2%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$366K
Jane Street
164
Jane Street
New York
$366K +$65.8K +1,356 +23%
WMA
165
Wealth Management Associates
New Jersey
$357K -$6.94K -143 -2%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$353K +$24.3K +500 +8%
OWA
167
Outlook Wealth Advisors
Texas
$350K -$26.4K -544 -7%
FFA
168
First Foundation Advisors
California
$346K +$54.3K +1,118 +19%
OIA
169
OneDigital Investment Advisors
Kansas
$326K -$48K -989 -13%
CAM
170
Covenant Asset Management
New Jersey
$322K
SFP
171
Shepherd Financial Partners
Massachusetts
$320K
RWB
172
RMR Wealth Builders
New Jersey
$312K +$305K +6,289 New
GT
173
Glenview Trust
Kentucky
$311K -$30.2K -622 -9%
MA
174
Mutual Advisors
Nebraska
$309K -$1.41K -29 -0.5%
FCIM
175
Fairview Capital Investment Management
California
$303K