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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
Legacy Advisors
Pennsylvania
$333K
VT
102
Vise Technologies
New York
$332K
IWC
103
Integrated Wealth Concepts
Massachusetts
$313K +$123K +2,148 +58%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$308K +$49.6K +868 +18%
PCM
105
Parsons Capital Management
Rhode Island
$306K +$105K +1,835 +47%
FWP
106
Falcon Wealth Planning
California
$303K +$23.1K +404 +8%
CA
107
CoreCap Advisors
Michigan
$281K -$24.3K -426 -7%
ZI
108
ZEGA Investments
Florida
$280K +$98.4K +1,724 +49%
CRI
109
Colonial River Investments
Virginia
$278K +$297K +5,205 New
VA
110
VestGen Advisors
Illinois
$278K
TWP
111
Tempus Wealth Planning
California
$246K -$17.2K -302 -6%
NA
112
NewEdge Advisors
Louisiana
$246K -$79.9K -1,400 -23%
P
113
&Partners
Tennessee
$240K
DAS
114
Dynamic Advisor Solutions
Arizona
$235K +$2.74K +48 +1%
EFG
115
Elm3 Financial Group
Georgia
$224K -$33.6K -588 -12%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$219K -$166K -2,909 -42%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$214K
EA
118
Enclave Advisors
Texas
$213K
ISFAN
119
Investor's Fiduciary Advisor Network
Washington
$213K +$7.99K +140 +4%
CAM
120
Clarity Asset Management
Iowa
$207K +$221K +3,877 New
DOA
121
D'Orazio & Associates
Virginia
$206K -$126K -2,205 -36%
FIA
122
Foundations Investment Advisors
Arizona
$203K +$217K +3,804 New
AA
123
Aire Advisors
California
$202K +$216K +3,781 New
ACA
124
Aptus Capital Advisors
Alabama
$146K
CF
125
Centaurus Financial
California
$128K +$8.28K +145 +6%