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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
476
CM Wealth Advisors
Ohio
$553K – – –
DAM
477
Deltec Asset Management
New York
$553K – – –
TCIIS
478
TIAA-CREF Individual & Institutional Services
New York
$553K +$572K +6,293 New
CIA
479
Capital Investment Advisors
Georgia
$542K +$277K +3,051 +98%
AWA
480
Alta Wealth Advisors
Massachusetts
$540K -$4.46K -49 -0.8%
TC
481
Trilogy Capital
California
$536K +$57.8K +636 +12%
JSW
482
Journey Strategic Wealth
New Jersey
$530K -$11.6K -128 -2%
NP
483
NorthRock Partners
Minnesota
$527K -$61K -671 -10%
AWCI
484
Alpine Woods Capital Investors
New York
$527K – – –
CA
485
Clearstead Advisors
Ohio
$526K – – –
FL
486
FreeGulliver LLC
Louisiana
$522K +$540K +5,939 New
HBFP
487
Henderson Brothers Financial Partners
Pennsylvania
$519K +$537K +5,906 New
FFWM
488
Future Financial Wealth Management
Ohio
$518K +$91 +1 +0%
KWA
489
Kondo Wealth Advisors
California
$512K -$142K -1,563 -21%
CWM
490
Cordatus Wealth Management
Pennsylvania
$511K – – –
CWM
491
Collaborative Wealth Management
Florida
$511K -$282K -3,103 -35%
HW
492
Hancock Whitney
Mississippi
$509K – – –
CA
493
Claro Advisors
Massachusetts
$498K +$50.1K +551 +11%
MAM
494
MWA Asset Management
Massachusetts
$496K -$3.18K -35 -0.6%
MBI
495
May Barnhard Investments
Maryland
$496K -$80.3K -883 -14%
CAL
496
Capital Analysts LLC
Pennsylvania
$496K +$1K +11 +0.2%
SSA
497
Sierra Summit Advisors
Nevada
$492K +$509K +5,600 New
DC
498
Davenport & Co
Virginia
$490K -$13.8K -152 -3%
CAM
499
Covenant Asset Management
New Jersey
$485K -$26.5K -291 -5%
FF
500
Fox Financial
Pennsylvania
$484K -$3.82K -42 -0.8%
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