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WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1
Trust Point Inc
Wisconsin
$149M +$137K +2,839 +0.1%
LPL Financial
2
LPL Financial
California
$61.9M +$24.6M +511,420 +69%
RW
3
RVW Wealth
California
$58.3M +$2.73M +56,685 +5%
Bank of America
4
Bank of America
North Carolina
$30.8M +$250K +5,184 +0.8%
PAG
5
Private Advisor Group
New Jersey
$22.8M +$3.15M +65,348 +16%
PWMG
6
Prestige Wealth Management Group
New Jersey
$21M -$215K -4,458 -1%
LFA
7
Legacy Financial Advisors
Kentucky
$17.6M -$959K -19,922 -5%
CAP
8
Columbia Advisory Partners
Washington
$13.1M +$12.8M +265,558 New
Morgan Stanley
9
Morgan Stanley
New York
$10.4M +$5.83M +121,165 +135%
KAS
10
Kestra Advisory Services
Texas
$10.3M +$777K +16,130 +8%
SAM
11
Smartleaf Asset Management
Massachusetts
$10M +$81.1K +1,684 +0.8%
RDFA
12
Ritter Daniher Financial Advisory
Ohio
$9.99M +$9.76M +202,771 New
IA
13
Insight Advisors
Pennsylvania
$9.86M +$1.5M +31,233 +19%
GWSG
14
GPS Wealth Strategies Group
Colorado
$9.36M +$1.65M +34,295 +22%
TI
15
tru Independence
Oregon
$7.64M +$53.5K +1,111 +0.7%
GWA
16
Gratus Wealth Advisors
Virginia
$7.12M +$6.96M +144,542 New
AI
17
Atria Investments
North Carolina
$7.11M +$1.49M +30,884 +27%
AC
18
Avestar Capital
New York
$6.71M +$843K +17,516 +15%
Raymond James Financial
19
Raymond James Financial
Florida
$6.35M +$6.21M +128,910 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.48M +$220K +4,569 +4%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$5.32M +$538K +11,181 +12%
EWA
22
Etesian Wealth Advisors
Oregon
$4.91M +$1.49M +30,953 +45%
UBS Group
23
UBS Group
Switzerland
$4.12M +$2.84M +58,886 +238%
TWP
24
Tempus Wealth Planning
California
$3.43M +$3.36M +69,700 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.15M +$1.51M +31,449 +97%