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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$366K +$220K +3,600 +144%
ASW
202
Astoria Strategic Wealth
Texas
$363K -$6.01M -98,227 -94%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$359K +$373K +6,097 New
AWCI
204
Alpine Woods Capital Investors
New York
$353K
TFCP
205
Twin Focus Capital Partners
Massachusetts
$349K
CAM
206
Covenant Asset Management
New Jersey
$340K -$8.69K -142 -2%
SAM
207
Silvercrest Asset Management
New York
$335K
MA
208
MUFG Americas
New York
$334K +$50.8K +830 +17%
FCIM
209
Fairview Capital Investment Management
California
$328K
MW
210
Marcum Wealth
Ohio
$326K +$114K +1,861 +51%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$324K +$1.84K +30 +0.5%
MAG
212
Mayfair Advisory Group
Alabama
$324K +$12.5K +205 +4%
BRWA
213
B. Riley Wealth Advisors
Florida
$320K +$6.92K +113 +2%
MIH
214
Meitav Investment House
Israel
$317K +$16.6K +271 +5%
JIC
215
Johnson Investment Counsel
Ohio
$316K
TP
216
Tranquility Partners
Tennessee
$314K +$84.5K +1,380 +35%
WDL
217
Well Done LLC
Michigan
$313K
FPCP
218
Fort Point Capital Partners
California
$313K +$326K +5,320 New
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$312K +$65.4K +1,069 +25%
LPT
220
Legacy Private Trust
Wisconsin
$302K
GSIS
221
Global Strategic Investment Solutions
Arizona
$296K -$281K -4,593 -48%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$295K -$517K -8,450 -63%
ICG
223
InterOcean Capital Group
Tennessee
$292K
RIL
224
Rothschild Investment LLC
Illinois
$289K +$301K +4,918 New
TFS
225
Thoroughbred Financial Services
Tennessee
$287K -$53.9K -880 -15%