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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.3M -$1.34M -28,854 -7%
PWS
2
Private Wealth Strategies
Ohio
$11.2M +$471K +10,105 +4%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M +$1.29M +27,670 +14%
LW
4
Linscomb Wealth
Texas
$10.8M -$1.02M -21,794 -9%
VWM
5
Venturi Wealth Management
Texas
$10.2M +$9.98M +214,148 New
Bank of America
6
Bank of America
North Carolina
$7.77M -$3.67M -78,831 -33%
LPL Financial
7
LPL Financial
California
$7.15M +$2.09M +44,870 +43%
RJA
8
Raymond James & Associates
Florida
$5.68M +$374K +8,021 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.2M +$136K +2,926 +3%
ACWM
10
Adams Chetwood Wealth Management
North Carolina
$4.89M +$33.5K +718 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.61M +$223K +4,787 +7%
XF
12
XML Financial
Maryland
$2.4M +$95.1K +2,040 +4%
LCM
13
LVM Capital Management
Michigan
$1.95M -$67.7K -1,452 -3%
JGCM
14
Joseph Group Capital Management
Ohio
$1.47M +$1.44M +30,886 New
WIM
15
Waverton Investment Management
United Kingdom
$1.17M +$68K +1,460 +7%
William Blair & Company
16
William Blair & Company
Illinois
$1.14M +$72.3K +1,552 +7%
SFM
17
Signet Financial Management
New Jersey
$1.12M -$5.08K -109 -0.5%
Creative Planning
18
Creative Planning
Kansas
$988K -$19.2K -411 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$829K +$109K +2,347 +16%
PAG
20
Private Advisor Group
New Jersey
$734K -$560K -12,013 -44%
PGAM
21
Princeton Global Asset Management
New Jersey
$673K +$36.9K +791 +6%
CWM
22
Collaborative Wealth Management
Florida
$617K +$604K +12,969 New
HighTower Advisors
23
HighTower Advisors
Illinois
$596K -$72.1K -1,548 -11%
NFG
24
Next Financial Group
Texas
$565K +$5.54K +119 +1%
T
25
TRUADVICE
Florida
$529K +$14.6K +314 +3%
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