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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.99M +$1.09M +18,635 +121%
KAS
52
KPP Advisory Services
Kentucky
$1.97M +$1.52M +25,945 +339%
TWM
53
TopTier Wealth Management
Wisconsin
$1.94M +$1.93M +33,031 New
HI
54
Harbour Investments
Wisconsin
$1.91M +$119K +2,028 +7%
BCG
55
Bravias Capital Group
New Jersey
$1.84M +$364K +6,220 +25%
AA
56
Armis Advisers
Georgia
$1.7M +$1.83M +31,337 New
JP Morgan Chase
57
JP Morgan Chase
New York
$1.61M +$780K +13,346 +94%
FAM
58
Formidable Asset Management
Ohio
$1.58M +$1.61M +27,467 New
CW
59
CreativeOne Wealth
Kansas
$1.44M +$400K +6,841 +39%
GIA
60
Gladstone Institutional Advisory
Florida
$1.44M +$171K +2,929 +14%
SA
61
Sanctuary Advisors
Indiana
$1.42M -$53K -906 -4%
GVAG
62
Great Valley Advisor Group
Delaware
$1.37M +$192K +3,281 +16%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.29M +$656K +11,213 +105%
GWM
64
GK Wealth Management
Nevada
$1.04M +$1.04M +17,716 New
KPWS
65
Kestra Private Wealth Services
Texas
$1.03M -$737K -12,595 -42%
WWM
66
Western Wealth Management
Colorado
$877K +$314K +5,362 +56%
TFM
67
Trademark Financial Management
Minnesota
$864K +$861K +14,730 New
CFD
68
Creative Financial Designs
Indiana
$827K +$36K +615 +5%
UAG
69
United Advisor Group
Ohio
$786K +$127K +2,173 +19%
HNH
70
Hopwood Nicholas Hunter
$775K +$773K +13,213 New
FF
71
Farrell Financial
New York
$695K +$27.7K +473 +4%
GWP
72
Gateway Wealth Partners
Wisconsin
$691K +$110K +1,876 +19%
PAS
73
Park Avenue Securities
New York
$684K +$12.3K +211 +2%
AWA
74
Arkadios Wealth Advisors
Georgia
$531K -$72.6K -1,242 -12%
GWSG
75
GPS Wealth Strategies Group
Colorado
$526K -$17.1M -293,089 -97%