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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
401
Beacon Financial Advisory
Ohio
$571K +$131K +1,630 +31%
PPP
402
Private Portfolio Partners
New Jersey
$566K +$91.9K +1,147 +20%
TPCW
403
TD Private Client Wealth
New York
$560K +$475K +5,928 +735%
TWM
404
Thrive Wealth Management
Pennsylvania
$558K -$21.9K -273 -4%
RCA
405
Resonant Capital Advisors
Wisconsin
$548K -$16.4K -205 -3%
LA
406
Lane & Associates
New Jersey
$548K +$20K +250 +4%
NWA
407
New World Advisors
Massachusetts
$546K +$16.1K +201 +3%
FHA
408
First Horizon Advisors
Tennessee
$539K -$4.57K -57 -0.9%
MBI
409
May Barnhard Investments
Maryland
$533K -$124K -1,549 -19%
KWM
410
Kingsview Wealth Management
Oregon
$528K -$2.83M -35,370 -85%
RFG
411
REAP Financial Group
Texas
$526K +$506K +6,322 New
DAM
412
Deltec Asset Management
New York
$524K -$48.1K -600 -9%
EWA
413
EP Wealth Advisors
California
$524K +$43.4K +542 +9%
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$522K +$26.8K +334 +6%
SAG
415
SageView Advisory Group
California
$520K -$208K -2,591 -29%
MCM
416
MAI Capital Management
Ohio
$519K +$55.3K +691 +12%
TWM
417
Triton Wealth Management
Arizona
$515K – – –
AWCI
418
Alpine Woods Capital Investors
New York
$512K – – –
TCWM
419
Total Clarity Wealth Management
Illinois
$509K +$93.6K +1,169 +24%
GT
420
Greenleaf Trust
Michigan
$507K +$167K +2,084 +52%
FFWM
421
Future Financial Wealth Management
Ohio
$500K +$3.28K +41 +0.7%
SAM
422
Silvercrest Asset Management
New York
$499K – – –
PAG
423
Powers Advisory Group
Illinois
$499K +$7.13K +89 +2%
CAM
424
Covenant Asset Management
New Jersey
$494K +$4.97K +62 +1%
MAM
425
MWA Asset Management
Massachusetts
$485K -$4.81K -60 -1%
15 16
17
18 19