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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$397M +$14.3M +382,532 +4%
Bank of America
2
Bank of America
North Carolina
$182M +$23.3M +625,876 +15%
Morgan Stanley
3
Morgan Stanley
New York
$54.5M +$719K +19,283 +1%
UBS Group
4
UBS Group
Switzerland
$45.6M -$3.25M -87,035 -7%
CFA
5
Carroll Financial Associates
North Carolina
$39.1M +$13.1M +352,166 +53%
LPL Financial
6
LPL Financial
California
$34.4M -$1.58M -42,461 -5%
BFM
7
Boston Financial Management
Massachusetts
$26.4M -$785K -21,042 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$23.9M +$491K +13,157 +2%
CCA
9
Clearwater Capital Advisors
Illinois
$20.6M -$824K -22,101 -4%
RVPG
10
Relative Value Partners Group
$19.3M +$736K +19,737 +4%
Wells Fargo
11
Wells Fargo
California
$16.1M +$1.94M +52,074 +14%
JWM
12
Jacobus Wealth Management
Wisconsin
$15.9M +$538K +14,439 +4%
LYV
13
Live Your Vision
Pennsylvania
$13.5M +$238K +6,372 +2%
CAN
14
Cetera Advisor Networks
California
$13.1M +$5.68M +152,354 +80%
SFA
15
Sequoia Financial Advisors
Ohio
$12.3M -$905K -24,274 -7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11.2M -$43.7K -1,171 -0.4%
VWM
17
Venturi Wealth Management
Texas
$7.93M -$89.5K -2,400 -1%
HB
18
Homrich & Berg
Georgia
$7.72M +$119K +3,190 +2%
PAG
19
Private Advisor Group
New Jersey
$7.53M +$54.3K +1,457 +0.8%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.36M +$516K +13,851 +9%
Ameriprise
21
Ameriprise
Minnesota
$5.82M -$186 -5 -0%
Jane Street
22
Jane Street
New York
$5.57M +$927K +24,852 +21%
FG
23
Fiduciary Group
Georgia
$5.25M +$73.5K +1,972 +1%
LCM
24
LVM Capital Management
Michigan
$4.99M +$357K +9,571 +8%
AFG
25
Albion Financial Group
Utah
$4.94M +$1.98M +53,122 +70%