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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
451
Montecito Bank & Trust
California
$553K – – –
EAM
452
Empirical Asset Management
Massachusetts
$553K -$366K -4,469 -39%
TWM
453
Thrive Wealth Management
Pennsylvania
$552K +$16.9K +206 +3%
CA
454
Claro Advisors
Massachusetts
$539K +$1.31K +16 +0.2%
NWMG
455
National Wealth Management Group
Ohio
$538K +$33.4K +408 +6%
LA
456
Lane & Associates
New Jersey
$526K – – –
HSA
457
HBK Sorce Advisory
Pennsylvania
$518K -$33.1K -404 -6%
SOS
458
Silver Oak Securities
Tennessee
$516K +$71.7K +875 +15%
MBI
459
May Barnhard Investments
Maryland
$516K +$2.05K +25 +0.4%
NWA
460
New World Advisors
Massachusetts
$515K – – –
DAM
461
Deltec Asset Management
New York
$503K – – –
EWA
462
EP Wealth Advisors
California
$503K – – –
CWM
463
Cornerstone Wealth Management
Missouri
$502K +$103K +1,252 +25%
AF
464
Apollon Financial
South Carolina
$495K +$410 +5 +0.1%
BOSSRA
465
B.O.S.S. Retirement Advisors
Utah
$482K +$91.7K +1,119 +23%
CAM
466
Clark Asset Management
New Hampshire
$482K +$494K +6,032 New
NRI
467
NFP Retirement Inc
California
$480K -$168K -2,050 -25%
AWCI
468
Alpine Woods Capital Investors
New York
$479K – – –
SAM
469
Silvercrest Asset Management
New York
$479K – – –
MAM
470
MWA Asset Management
Massachusetts
$472K – – –
ACA
471
Aptus Capital Advisors
Alabama
$470K -$299K -3,651 -38%
FF
472
Fox Financial
Pennsylvania
$470K +$7.46K +91 +2%
CAM
473
Covenant Asset Management
New Jersey
$465K -$14.9K -182 -3%
FA
474
Flagstar Advisors
New York
$460K +$3.77K +46 +0.8%
MA
475
Mutual Advisors
Nebraska
$451K -$287K -3,504 -37%
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19
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