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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 +$629K +11,722 +2%
Morgan Stanley
2
Morgan Stanley
New York
$27.6M +$4.01M +74,731 +17%
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$1.13M +20,984 +8%
Lido Advisors
4
Lido Advisors
California
$12.5M -$845K -15,739 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$12M -$10.3M -191,265 -46%
Bank of America
6
Bank of America
North Carolina
$9.56M -$299K -5,561 -3%
LCM
7
LVM Capital Management
Michigan
$7.63M +$355K +6,607 +5%
UAG
8
United Advisor Group
Ohio
$6.6M +$168K +3,121 +3%
UBS Group
9
UBS Group
Switzerland
$5.63M +$343K +6,388 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.56M +$194K +3,622 +4%
XF
11
XML Financial
Maryland
$5.46M +$513K +9,561 +10%
LW
12
Linscomb Wealth
Texas
$5.33M -$885K -16,484 -14%
FFA
13
Founders Financial Alliance
North Carolina
$5.04M +$128K +2,383 +3%
MWM
14
Modern Wealth Management
Kansas
$5.01M +$952K +17,725 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.75M -$161K -3,000 -3%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$4.47M +$4.53M +84,430 New
CAP
17
Columbia Advisory Partners
Washington
$4.17M -$37.1K -691 -0.9%
SWM
18
Stonebridge Wealth Management
Illinois
$3.51M -$465K -8,663 -12%
PJWM
19
Philip James Wealth Mangement
Georgia
$2.92M -$1.18M -21,942 -28%
IAA
20
Independent Advisor Alliance
North Carolina
$2.88M +$543K +10,123 +23%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.56M -$115K -2,143 -4%
SWP
22
Stratos Wealth Partners
Ohio
$2.47M -$326K -6,067 -11%
DBFM
23
Dickmeyer Boyce Financial Management
Indiana
$2.24M +$2.27M +42,315 New
SFC
24
Strategic Financial Concepts
Texas
$1.96M +$1.98M +36,918 New
VAS
25
Vestmark Advisory Solutions
Massachusetts
$1.91M +$113K +2,108 +6%
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