We are live on ! Find out more
QGRW icon

WisdomTree US Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$247M +$7.03M +120,233 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$204M +$6.87M +117,413 +3%
LPL Financial
3
LPL Financial
California
$165M +$13.5M +230,242 +9%
TPI
4
Trust Point Inc
Wisconsin
$154M -$1.02M -17,417 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$138M +$4.86M +83,191 +4%
Bank of America
6
Bank of America
North Carolina
$92.4M +$1.62M +27,782 +2%
PAG
7
Private Advisor Group
New Jersey
$67.7M +$14.8M +252,862 +28%
RW
8
RVW Wealth
California
$63.5M -$4.83M -82,591 -7%
EWM
9
Empirical Wealth Management
Washington
$42.4M +$42M +718,849 +15,576%
HWM
10
Horizon Wealth Management
Illinois
$30.2M +$30.1M +514,956 New
CAP
11
Columbia Advisory Partners
Washington
$23.6M +$2.37M +40,487 +11%
PWMG
12
Prestige Wealth Management Group
New Jersey
$22.4M -$6.72K -115 -0%
Osaic Holdings
13
Osaic Holdings
Arizona
$22M +$19.2M +327,521 +697%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$21.8M +$16.7M +285,623 +333%
LFA
15
Legacy Financial Advisors
Kentucky
$19.3M -$1.1M -18,817 -5%
RDFA
16
Ritter Daniher Financial Advisory
Ohio
$18.2M -$370K -6,334 -2%
EWA
17
Etesian Wealth Advisors
Oregon
$16.7M +$1.96M +33,576 +13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$928K +15,863 +6%
IA
19
Insight Advisors
Pennsylvania
$16.1M -$26.4K -451 -0.2%
SAM
20
Smartleaf Asset Management
Massachusetts
$15.5M +$265K +4,540 +2%
KAS
21
Kestra Advisory Services
Texas
$15M +$446K +7,625 +3%
QA
22
Quattro Advisors
Pennsylvania
$14.9M +$14.8M +253,502 New
RC
23
Resolute Capital
South Carolina
$12.8M +$12.8M +218,948 New
FZCM
24
Flynn Zito Capital Management
New York
$12.5M -$118K -2,010 -0.9%
AI
25
Atria Investments
North Carolina
$11.5M +$175K +3,001 +2%