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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$1.24M +$227K +4,144 +24%
GVAG
52
Great Valley Advisor Group
Delaware
$1.15M +$121K +2,212 +12%
CW
53
CreativeOne Wealth
Kansas
$1.01M -$89.6K -1,638 -8%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$880K -$4.75M -86,761 -85%
JP Morgan Chase
55
JP Morgan Chase
New York
$813K +$633K +11,569 +444%
CFD
56
Creative Financial Designs
Indiana
$774K +$365K +6,674 +98%
DADC
57
D.A. Davidson & Co
Montana
$765K -$9.3K -170 -1%
PAS
58
Park Avenue Securities
New York
$656K +$74.6K +1,363 +14%
FF
59
Farrell Financial
New York
$652K +$63.3K +1,158 +11%
UAG
60
United Advisor Group
Ohio
$644K +$78.7K +1,439 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$614K +$39.6K +724 +7%
AWA
62
Arkadios Wealth Advisors
Georgia
$590K +$160K +2,923 +40%
GWP
63
Gateway Wealth Partners
Wisconsin
$568K +$177K +3,227 +48%
WWM
64
Western Wealth Management
Colorado
$550K +$214K +3,904 +69%
NA
65
NewEdge Advisors
Louisiana
$539K +$514K +9,395 New
SIA
66
Soltis Investment Advisors
Utah
$531K +$506K +9,256 New
IF
67
Intrua Financial
Texas
$526K +$502K +9,173 New
MFA
68
Millington Financial Advisors
Illinois
$521K -$3.83K -70 -0.8%
Brown Advisory
69
Brown Advisory
Maryland
$503K +$17.7K +324 +4%
WA
70
Win Advisors
Florida
$494K -$1.04K -19 -0.2%
EAM
71
Empirical Asset Management
Massachusetts
$472K +$59.2K +1,082 +15%
KAS
72
KPP Advisory Services
Kentucky
$439K -$35.5K -649 -8%
IFG
73
Independent Financial Group
California
$409K +$45.8K +838 +13%
HHGA
74
Halbert Hargrove Global Advisors
California
$403K -$328 -6 -0.1%
SPIA
75
Steward Partners Investment Advisory
New York
$393K +$133K +2,434 +55%