We are live on ! Find out more
QGRW icon

WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$297K +$13.3K +300 +5%
JP Morgan Chase
52
JP Morgan Chase
New York
$290K +$42.4K +960 +18%
DOA
53
D'Orazio & Associates
Virginia
$277K
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$273K +$264K +5,978 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$261K -$13.5K -306 -5%
AAS
56
Avantax Advisory Services
Texas
$244K +$15.6K +354 +7%
FWP
57
Falcon Wealth Planning
California
$230K +$2.43K +55 +1%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$224K +$217K +4,908 New
AWS
59
Atria Wealth Solutions
New York
$212K +$206K +4,657 New
IFG
60
Independent Financial Group
California
$210K -$309 -7 -0.2%
BFA
61
Beacon Financial Advisory
Ohio
$208K
LPAM
62
Lodestar Private Asset Management
California
$202K +$196K +4,433 New
CA
63
CoreCap Advisors
Michigan
$116K +$16.6K +375 +17%
TAM
64
Tucker Asset Management
Colorado
$76.7K
AWM
65
Avior Wealth Management
Nebraska
$51.4K +$49.8K +1,127 New
PS
66
Principal Securities
Iowa
$33.4K +$32.4K +732 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$27.2K -$30.9K -699 -54%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$16.3K
ACA
69
Aptus Capital Advisors
Alabama
$14.5K +$14.1K +318 New
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5K +$14.1K +318 New
Osaic Holdings
71
Osaic Holdings
Arizona
$13.7K
FFA
72
Founders Financial Alliance
North Carolina
$13K +$12.4K +281 +5,620%
GEA
73
Glen Eagle Advisors
New Jersey
$12.8K
C
74
Covestor
United Kingdom
$10K -$1.28K -29 -11%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$5.7K +$5.53K +125 New