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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1
Linscomb Wealth
Texas
$11.7M +$10.3K +296 +0.1%
CCP
2
Cardan Capital Partners
Colorado
$5.61M +$22.4K +645 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$5.58M +$108K +3,115 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.47M +$40.2K +1,156 +0.9%
LCM
5
LVM Capital Management
Michigan
$2.48M +$178K +5,125 +8%
AAS
6
Avantax Advisory Services
Texas
$2.27M +$2.23M +64,011 New
RJA
7
Raymond James & Associates
Florida
$2.1M -$49.2K -1,414 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.95M +$90.6K +2,606 +5%
AW
9
ACG Wealth
Georgia
$1.66M -$31.3K -899 -2%
CCA
10
Clearwater Capital Advisors
Illinois
$1.63M -$299K -8,589 -16%
Bank of America
11
Bank of America
North Carolina
$1.48M -$99.8K -2,872 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.32M +$557K +16,023 +75%
LPL Financial
13
LPL Financial
California
$1.28M -$137K -3,945 -10%
UBS Group
14
UBS Group
Switzerland
$1.11M -$153K -4,412 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.04M -$234K -6,719 -19%
Citadel Advisors
16
Citadel Advisors
Florida
$929K +$130K +3,745 +17%
SFM
17
Signet Financial Management
New Jersey
$896K -$163K -4,675 -16%
SIA
18
Starfire Investment Advisers
Michigan
$851K +$556 +16 +0.1%
CBN
19
Cadence Bank NA
Texas
$747K – – –
DP
20
Denver PWM
Colorado
$618K +$92K +2,647 +18%
IA
21
IFP Advisors
Florida
$578K +$571K +16,416 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$570K +$21.6K +622 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$542K +$311K +8,954 +143%
NFG
24
Next Financial Group
Texas
$472K +$76.6K +2,203 +20%
OFG
25
Omega Financial Group
California
$466K -$2.99K -86 -0.7%
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