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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1
Trust Point Inc
Wisconsin
$124M +$118M +3,023,477 New
RW
2
RVW Wealth
California
$29.4M +$5.14M +131,583 +23%
Bank of America
3
Bank of America
North Carolina
$24.5M +$23.3M +595,566 New
LPL Financial
4
LPL Financial
California
$21.5M +$12.4M +318,452 +156%
LFA
5
Legacy Financial Advisors
Kentucky
$18.9M -$1.9M -48,710 -10%
PWMG
6
Prestige Wealth Management Group
New Jersey
$18.8M -$1.28M -32,861 -7%
PAG
7
Private Advisor Group
New Jersey
$8.7M +$8.01M +204,874 +3,061%
KAS
8
Kestra Advisory Services
Texas
$5.69M +$784K +20,058 +17%
TI
9
tru Independence
Oregon
$5.35M +$5.08M +130,064 New
SAM
10
Smartleaf Asset Management
Massachusetts
$4.99M +$4.73M +121,081 New
IA
11
Insight Advisors
Pennsylvania
$2.95M +$2.8M +71,711 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2M +$1.9M +48,647 New
CAN
13
Cetera Advisor Networks
California
$1.52M +$186K +4,748 +15%
NS
14
NBC Securities
Alabama
$1.41M +$1.33M +34,107 New
RA
15
RFG Advisory
Alabama
$1.35M +$1.29M +32,903 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.32M +$40.3K +1,032 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.29M +$1.23M +31,357 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$1.21M +$1.15M +29,325 +48,875%
AI
19
Atria Investments
North Carolina
$1.15M +$1.09M +27,938 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.13M +$378K +9,672 +54%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$950K +$903K +23,112 New
UBS Group
22
UBS Group
Switzerland
$758K +$662K +16,943 +1,128%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$755K +$25.7K +657 +4%
KWM
24
Kingsview Wealth Management
Oregon
$737K +$701K +17,934 New
HA
25
Herold Advisors
New York
$596K +$334K +8,541 +143%