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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
$8.8M -$509K -16,289 -5%
PWS
2
Private Wealth Strategies
Ohio
$4.96M +$740K +23,676 +17%
Morgan Stanley
3
Morgan Stanley
New York
$3.32M -$1.79M -57,388 -35%
ACWM
4
Adams Chetwood Wealth Management
North Carolina
$2.81M +$122K +3,899 +4%
Bank of America
5
Bank of America
North Carolina
$1.88M -$176K -5,617 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.86M +$71.9K +2,300 +4%
RJA
7
Raymond James & Associates
Florida
$1.51M -$55K -1,758 -3%
XF
8
XML Financial
Maryland
$1.48M +$1.51M +48,292 New
LPL Financial
9
LPL Financial
California
$1.33M -$282K -9,026 -17%
LCM
10
LVM Capital Management
Michigan
$1.31M -$674K -21,565 -34%
T
11
TRUADVICE
Florida
$1.25M +$1.19M +38,052 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.21M -$127K -4,054 -9%
MA
13
Mutual Advisors
Nebraska
$1.13M -$7.82K -250 -0.7%
UBS Group
14
UBS Group
Switzerland
$1.13M +$177K +5,650 +18%
SFM
15
Signet Financial Management
New Jersey
$851K +$11.1K +356 +1%
Creative Planning
16
Creative Planning
Kansas
$664K +$676K +21,613 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$604K -$22.7K -725 -4%
DP
18
Denver PWM
Colorado
$544K -$37K -1,182 -6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$535K -$684K -21,868 -56%
WIM
20
Waverton Investment Management
United Kingdom
$496K – – –
JMPWA
21
JP Morgan Private Wealth Advisors
California
$395K -$90.8K -2,903 -18%
CCA
22
Clearwater Capital Advisors
Illinois
$382K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$373K -$61.6K -1,971 -14%
IA
24
IFP Advisors
Florida
$310K +$307K +9,802 +2,891%
William Blair & Company
25
William Blair & Company
Illinois
$280K +$285K +9,105 New
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