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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
$19.7M +$574K +14,204 +3%
UBS Group
2
UBS Group
Switzerland
$11.6M +$30.2K +747 +0.3%
LW
3
Linscomb Wealth
Texas
$7.68M -$206K -5,111 -3%
Bank of America
4
Bank of America
North Carolina
$6.7M -$517K -12,798 -7%
LPL Financial
5
LPL Financial
California
$6.7M -$310K -7,662 -4%
Morgan Stanley
6
Morgan Stanley
New York
$6.35M -$2.94M -72,765 -32%
RJA
7
Raymond James & Associates
Florida
$6.27M -$32.3K -799 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.05M +$2.82M +69,748 +125%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.57M +$450K +11,149 +11%
LCM
10
LVM Capital Management
Michigan
$2.89M +$297K +7,350 +11%
XF
11
XML Financial
Maryland
$2.41M +$43.7K +1,081 +2%
AF
12
Allworth Financial
California
$2.06M -$1.65M -40,889 -44%
C
13
Certuity
Florida
$1.79M -$234K -5,805 -12%
BFM
14
Boston Financial Management
Massachusetts
$1.74M +$1.75M +43,205 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.57M +$169K +4,172 +12%
KIA
16
KLR Investment Advisors
Rhode Island
$1.33M +$1.33M +32,971 New
JGCM
17
Joseph Group Capital Management
Ohio
$1.18M -$59.6K -1,475 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.03M -$56.7K -1,403 -5%
CWM
19
Collaborative Wealth Management
Florida
$969K +$147K +3,631 +18%
WIM
20
Waverton Investment Management
United Kingdom
$943K -$44.4K -1,100 -5%
SFM
21
Signet Financial Management
New Jersey
$880K -$61.6K -1,526 -7%
WDL
22
Well Done LLC
Michigan
$715K +$718K +17,775 New
Creative Planning
23
Creative Planning
Kansas
$699K -$118K -2,919 -14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$579K -$563K -13,938 -49%
JP Morgan Chase
25
JP Morgan Chase
New York
$542K +$543K +13,437 +32,773%
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