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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
201
Investors Research Corp
Georgia
$19K +$133 +3 +0.7%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GWAG
203
Garrett Wealth Advisory Group
Texas
$17.8K +$17.5K +396 New
AIC
204
Ameritas Investment Company
Nebraska
$11K +$10.4K +234 New
AF
205
Allworth Financial
California
$10K -$14.1K -318 -60%
WEC
206
Winslow Evans & Crocker
Massachusetts
$10K – – –
TCOV
207
Trust Company of Vermont
Vermont
$10K +$5.13K +116 +101%
APA
208
American Portfolios Advisors
New York
$9.35K -$7.39K -167 -45%
JWA
209
JFS Wealth Advisors
Pennsylvania
$6K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$3K – – –
FANJ
211
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
212
Jacobi Capital Management
Pennsylvania
$3K – – –
VFA
213
Valeo Financial Advisors
Indiana
$3K +$2.96K +67 New
PMG
214
ProVise Management Group
Florida
– -$2.65M -60,615 Closed
BWL
215
Bogart Wealth LLC
Virginia
– -$1.54M -35,292 Closed
RCAG
216
Rehmann Capital Advisory Group
Michigan
– -$1.41M -32,248 Closed
SMFS
217
Squar Milner Financial Services
California
– -$780K -17,866 Closed
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
– -$569K -13,037 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
– -$463K -10,600 Closed
OMC
220
Old Mission Capital
Illinois
– -$369K -8,455 Closed
Bank of New York Mellon
221
Bank of New York Mellon
New York
– -$236K -5,415 Closed
SWM
222
SVA Wealth Management
Wisconsin
– -$229K -5,254 Closed
CI
223
CX Institutional
Indiana
– -$168K -3,852 Closed
PCP
224
Proficio Capital Partners
Massachusetts
– -$87K -2,000 Closed
MWM
225
Meridian Wealth Management
Kentucky
– -$30.8K -705 Closed