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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
451
Thrive Wealth Management
Pennsylvania
$653K -$16.3K -179 -2%
RCAG
452
Rehmann Capital Advisory Group
Michigan
$653K +$37.1K +408 +6%
FDDB
453
Fidelity D&D Bancorp
Pennsylvania
$647K +$669K +7,362 New
HSA
454
HBK Sorce Advisory
Pennsylvania
$640K +$22.3K +245 +4%
ONB
455
Old National Bancorp
Indiana
$639K -$68.9K -758 -9%
GIA
456
Gladstone Institutional Advisory
Florida
$635K -$369K -4,057 -36%
RFW
457
Redwood Family Wealth
Texas
$628K -$31K -341 -5%
HNH
458
Hopwood Nicholas Hunter
$623K -$29.3K -322 -4%
TFS
459
truNorth Financial Services
Pennsylvania
$623K – – –
OWA
460
Outlook Wealth Advisors
Texas
$620K -$32.9K -362 -5%
BFO
461
Biltmore Family Office
North Carolina
$619K – – –
CAM
462
Clark Asset Management
New Hampshire
$619K +$139K +1,525 +28%
RIL
463
Rothschild Investment LLC
Illinois
$619K +$1.18K +13 +0.2%
EFG
464
Embree Financial Group
Illinois
$618K +$323K +3,550 +102%
CFCS
465
CDM Financial Counseling Services
Connecticut
$614K – – –
GHA
466
GW Henssler & Associates
Georgia
$607K -$2.27K -25 -0.4%
LI
467
LRI Investments
Florida
$606K -$10.2K -112 -2%
MWM
468
Meridian Wealth Management
Kentucky
$606K -$75.3K -828 -11%
1SB
469
1ST Source Bank
Indiana
$598K – – –
MBT
470
Montecito Bank & Trust
California
$595K -$13.1K -144 -2%
SFM
471
Signet Financial Management
New Jersey
$590K -$3.64K -40 -0.6%
DA
472
Detalus Advisors
Missouri
$586K +$72.2K +794 +14%
IA
473
Intellus Advisors
Florida
$561K – – –
AF
474
Allworth Financial
California
$560K +$10.9K +120 +2%
SFS
475
Sowell Financial Services
Arkansas
$556K +$575K +6,326 New
17 18
19
20 21