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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$18.7M +$442K +10,475 +2%
Morgan Stanley
2
Morgan Stanley
New York
$13M +$1.31M +31,011 +10%
UBS Group
3
UBS Group
Switzerland
$11.7M -$5.32M -126,217 -30%
VWM
4
Venturi Wealth Management
Texas
$9.27M +$15.6K +369 +0.2%
LW
5
Linscomb Wealth
Texas
$7.9M -$777K -18,430 -8%
Bank of America
6
Bank of America
North Carolina
$6.91M +$203K +4,815 +3%
LPL Financial
7
LPL Financial
California
$6.67M +$581K +13,772 +9%
RJA
8
Raymond James & Associates
Florida
$6.08M -$171K -4,065 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.77M +$169K +3,999 +3%
AF
10
Allworth Financial
California
$4.36M +$4.63M +109,835 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.69M +$495K +11,739 +14%
XF
12
XML Financial
Maryland
$2.12M +$91.2K +2,163 +4%
C
13
Certuity
Florida
$2.01M +$2.14M +50,650 New
LCM
14
LVM Capital Management
Michigan
$1.86M +$165K +3,910 +9%
AWM
15
AE Wealth Management
Kansas
$1.52M +$961K +22,775 +147%
JGCM
16
Joseph Group Capital Management
Ohio
$1.24M +$40K +949 +3%
WIM
17
Waverton Investment Management
United Kingdom
$1.01M +$19K +450 +2%
SFM
18
Signet Financial Management
New Jersey
$900K -$17.4K -413 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$851K +$905K +21,449 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$818K +$64.2K +1,522 +8%
Creative Planning
21
Creative Planning
Kansas
$813K -$11.8K -280 -1%
CWM
22
Collaborative Wealth Management
Florida
$754K +$801K +18,986 New
PAG
23
Private Advisor Group
New Jersey
$747K +$92.3K +2,189 +13%
KAS
24
Kestra Advisory Services
Texas
$659K +$700K +16,594 New
PGAM
25
Princeton Global Asset Management
New Jersey
$512K -$26K -617 -5%
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