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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$417K +$148K +2,850 +57%
AFA
177
Atlanta Financial Associates
Georgia
$416K +$1.45K +28 +0.4%
GGS
178
Galvin Gaustad & Stein
Arizona
$415K +$399K +7,700 New
WMA
179
Wealth Management Associates
New Jersey
$382K -$6.21K -120 -2%
IWS
180
Insight Wealth Strategies
California
$372K +$108K +2,090 +44%
JIC
181
Johnson Investment Counsel
Ohio
$367K +$52K +1,004 +17%
OWA
182
Outlook Wealth Advisors
Texas
$361K -$19.3K -372 -5%
TFCP
183
Twin Focus Capital Partners
Massachusetts
$356K -$40.4K -780 -11%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$348K +$334K +6,449 New
GT
185
Glenview Trust
Kentucky
$339K
GEA
186
Glen Eagle Advisors
New Jersey
$336K +$37.7K +728 +13%
AWM
187
AE Wealth Management
Kansas
$334K -$554K -10,693 -63%
MA
188
Mutual Advisors
Nebraska
$329K -$6.42K -124 -2%
AWCI
189
Alpine Woods Capital Investors
New York
$324K -$777K -15,000 -71%
OIA
190
OneDigital Investment Advisors
Kansas
$321K -$33.1K -639 -10%
IWC
191
Integrated Wealth Concepts
Massachusetts
$321K +$13.3K +256 +4%
MAG
192
Mayfair Advisory Group
Alabama
$317K +$16.8K +325 +6%
MA
193
MUFG Americas
New York
$313K
CAM
194
Covenant Asset Management
New Jersey
$311K -$38K -735 -11%
TFS
195
Thoroughbred Financial Services
Tennessee
$310K +$7.46K +144 +3%
HIP
196
HUB Investment Partners
Texas
$308K +$322K +6,218 New
SAM
197
Silvercrest Asset Management
New York
$307K
BRWA
198
B. Riley Wealth Advisors
Florida
$307K +$294K +5,678 New
SS
199
Simplicity Solutions
Minnesota
$302K -$510K -9,854 -64%
FCIM
200
Fairview Capital Investment Management
California
$301K -$27.2K -525 -9%