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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
51
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$95.4K +1,671 +4%
SF
52
Summit Financial
New Jersey
$2.5M +$690K +12,089 +35%
Ameriprise
53
Ameriprise
Minnesota
$2.25M -$2.52M -44,176 -51%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.18M +$1.08M +18,836 +86%
TWM
55
TopTier Wealth Management
Wisconsin
$2.08M +$335K +5,875 +18%
HI
56
Harbour Investments
Wisconsin
$2.05M +$336K +5,877 +18%
KAS
57
KPP Advisory Services
Kentucky
$2.03M +$250K +4,380 +13%
RA
58
RFG Advisory
Alabama
$2.01M +$9.82K +172 +0.5%
AA
59
Armis Advisers
Georgia
$1.99M -$59.6K -1,043 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.61M +$229K +4,013 +15%
BCG
61
Bravias Capital Group
New Jersey
$1.55M -$140K -2,460 -8%
GIA
62
Gladstone Institutional Advisory
Florida
$1.49M +$196K +3,431 +14%
SA
63
Sanctuary Advisors
Indiana
$1.39M +$109K +1,916 +8%
GVAG
64
Great Valley Advisor Group
Delaware
$1.25M +$10.6K +186 +0.8%
GWP
65
Gateway Wealth Partners
Wisconsin
$1.19M +$598K +10,473 +89%
CW
66
CreativeOne Wealth
Kansas
$1.12M -$201K -3,526 -14%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.1M +$1.12M +19,653 +1,168%
UAG
68
United Advisor Group
Ohio
$987K +$290K +5,075 +38%
Citadel Advisors
69
Citadel Advisors
Florida
$968K +$733K +12,830 +243%
Jane Street
70
Jane Street
New York
$819K +$645K +11,296 +280%
KPWS
71
Kestra Private Wealth Services
Texas
$813K -$133K -2,331 -13%
FF
72
Farrell Financial
New York
$787K +$164K +2,879 +24%
SWP
73
Stratos Wealth Partners
Ohio
$771K +$357K +6,251 +76%
TFM
74
Trademark Financial Management
Minnesota
$770K -$18.4K -322 -2%
CFD
75
Creative Financial Designs
Indiana
$768K +$15.5K +271 +2%