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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$25.9M -$35.7K -719 -0.1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$25.1M +$462K +9,310 +2%
Morgan Stanley
3
Morgan Stanley
New York
$21.2M +$1.68M +33,882 +9%
UBS Group
4
UBS Group
Switzerland
$16.5M +$159K +3,193 +1%
VWM
5
Venturi Wealth Management
Texas
$12.9M +$139K +2,795 +1%
RJA
6
Raymond James & Associates
Florida
$10.8M +$1.21M +24,353 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.15M +$1.53M +30,831 +24%
LW
8
Linscomb Wealth
Texas
$7.08M -$117K -2,359 -2%
Bank of America
9
Bank of America
North Carolina
$6.04M +$509K +10,240 +10%
LCM
10
LVM Capital Management
Michigan
$6.02M – – –
TFG
11
Team Financial Group
California
$5.08M -$1.05M -21,181 -18%
FFA
12
Founders Financial Alliance
North Carolina
$5.05M -$14.3K -287 -0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.79M -$2M -40,229 -30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.58M +$2.83M +56,942 +178%
XF
15
XML Financial
Maryland
$4.4M +$189K +3,805 +5%
UAG
16
United Advisor Group
Ohio
$3.62M +$758K +15,251 +28%
IA
17
IFG Advisory
Georgia
$3.3M +$113K +2,284 +4%
PJWM
18
Philip James Wealth Mangement
Georgia
$3.19M +$126K +2,542 +4%
BFM
19
Boston Financial Management
Massachusetts
$2.5M +$139K +2,807 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.1M +$44.3K +891 +2%
SA
21
Sanctuary Advisors
Indiana
$2.08M -$251K -5,051 -12%
C
22
Certuity
Florida
$2.06M +$708K +14,245 +55%
EAM
23
Everstar Asset Management
North Carolina
$1.89M +$1.82M +36,737 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.8M +$247K +4,971 +17%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.66M +$1.6M +32,136 New
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