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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Elm3 Financial Group
Georgia
$358K -$151K -2,768 -31%
LA
77
Legacy Advisors
Pennsylvania
$357K +$341K +6,225 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$356K +$340K +6,209 New
DOA
79
D'Orazio & Associates
Virginia
$348K
FFA
80
Founders Financial Alliance
North Carolina
$342K +$26.8K +490 +9%
EA
81
Enclave Advisors
Texas
$340K +$325K +5,935 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$340K -$108K -1,974 -25%
CA
83
CoreCap Advisors
Michigan
$322K
FIA
84
Foundations Investment Advisors
Arizona
$316K -$123K -2,243 -29%
FWP
85
Falcon Wealth Planning
California
$301K -$13.2K -241 -4%
Creative Planning
86
Creative Planning
Kansas
$301K +$287K +5,242 New
TWP
87
Tempus Wealth Planning
California
$287K -$9.68K -177 -3%
P
88
&Partners
Tennessee
$265K +$253K +4,624 New
EWM
89
Empirical Wealth Management
Washington
$265K +$252K +4,615 New
VA
90
VestGen Advisors
Illinois
$263K -$455K -8,312 -64%
RHP
91
Royal Harbor Partners
Texas
$260K -$29.8K -544 -11%
DAS
92
Dynamic Advisor Solutions
Arizona
$258K -$1.09K -20 -0.4%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$235K +$224K +4,100 New
SWP
94
Stratos Wealth Partners
Ohio
$217K +$207K +3,778 New
LWA
95
Lantern Wealth Advisors
New York
$216K +$206K +3,770 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$174K +$104K +1,909 +170%
CF
97
Centaurus Financial
California
$114K +$108K +1,982 New
TAM
98
Tucker Asset Management
Colorado
$96.4K
GSWM
99
Golden State Wealth Management
California
$63.7K +$36.3K +664 +149%
AAS
100
Ameritas Advisory Services
Nebraska
$54.6K