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WisdomTree International Hedged Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HA
176
Herold Advisors
New York
$338K -$14.5K -321 -4%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$336K +$76.5K +1,693 +30%
RFM
178
Royal Fund Management
Florida
$332K -$2.34M -51,888 -88%
MAM
179
Milestone Asset Management
Pennsylvania
$312K +$13K +288 +4%
HighTower Advisors
180
HighTower Advisors
Illinois
$312K -$1.81K -40 -0.6%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$308K -$71.9K -1,593 -19%
LMKC
182
L.M. Kohn & Company
Ohio
$308K -$55.6K -1,231 -15%
Cerity Partners
183
Cerity Partners
New York
$301K +$9.03K +200 +3%
WWM
184
WJ Wealth Management
Arizona
$299K
PSCM
185
Per Stirling Capital Management
Texas
$297K
AWA
186
Amplius Wealth Advisors
Pennsylvania
$296K
VA
187
Valmark Advisers
Ohio
$290K +$287K +6,346 New
BWL
188
Bogart Wealth LLC
Virginia
$290K +$632 +14 +0.2%
ML
189
Mayport LLC
Massachusetts
$287K
Truist Financial
190
Truist Financial
North Carolina
$283K -$403K -8,933 -59%
AIM
191
Aspen Investment Management
Michigan
$258K
VWA
192
Visionary Wealth Advisors
Illinois
$257K -$214K -4,738 -46%
GSEP
193
Golden State Equity Partners
California
$250K -$127K -2,808 -34%
PI
194
PFG Investments
New York
$249K +$497 +11 +0.2%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$238K
EFS
196
Essex Financial Services
Connecticut
$226K +$226K +5,000 New
Northern Trust
197
Northern Trust
Illinois
$225K -$93.6K -2,073 -30%
CWA
198
Centennial Wealth Advisory
Michigan
$221K -$96.1K -2,127 -31%
CAG
199
Csenge Advisory Group
Florida
$218K +$216K +4,777 New
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$211K