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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
$29.6M +$4.04M +76,316 +15%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$25.4M +$460K +8,693 +2%
Morgan Stanley
3
Morgan Stanley
New York
$24.6M +$3.65M +68,979 +17%
Lido Advisors
4
Lido Advisors
California
$24.6M +$25.4M +479,948 New
UBS Group
5
UBS Group
Switzerland
$16.6M +$235K +4,436 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$16.3M +$16.8M +317,356 New
Bank of America
7
Bank of America
North Carolina
$15.4M +$9.68M +182,861 +156%
VWM
8
Venturi Wealth Management
Texas
$13.5M +$700K +13,227 +5%
SFGP
9
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.43M +$9.75M +184,136 New
IAA
10
Independent Advisor Alliance
North Carolina
$7.22M +$7.46M +140,985 New
LCM
11
LVM Capital Management
Michigan
$6.92M +$386K +7,302 +6%
LW
12
Linscomb Wealth
Texas
$6.83M -$222K -4,203 -3%
AC
13
Avestar Capital
New York
$5.57M +$5.75M +108,624 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.41M +$666K +12,590 +14%
FFA
15
Founders Financial Alliance
North Carolina
$5.04M +$20.3K +383 +0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.89M +$348K +6,568 +7%
XF
17
XML Financial
Maryland
$4.25M -$122K -2,313 -3%
UAG
18
United Advisor Group
Ohio
$4.24M +$669K +12,638 +18%
C
19
Certuity
Florida
$3.6M +$1.6M +30,314 +76%
IA
20
IFG Advisory
Georgia
$3.35M +$72.5K +1,370 +2%
PJWM
21
Philip James Wealth Mangement
Georgia
$3.26M +$89.9K +1,698 +3%
TFG
22
Team Financial Group
California
$2.83M -$2.3M -43,409 -44%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.62M +$1.71M +32,355 +172%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2.51M +$747K +14,122 +40%
BFM
25
Boston Financial Management
Massachusetts
$2.5M +$20.3K +383 +0.8%
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