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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
501
Detalus Advisors
Missouri
$230K +$221K +3,025 New
EC
502
EdgeRock Capital
Colorado
$223K +$73 +1 +0%
PTC
503
Philadelphia Trust Company
Pennsylvania
$216K +$207K +2,840 New
ZAM
504
Zevin Asset Management
Massachusetts
$215K -$34.4K -472 -14%
PI
505
PFG Investments
New York
$215K +$206K +2,821 New
CIA
506
Capital Investment Advisors
Georgia
$215K -$18.2K -250 -8%
EWM
507
EPG Wealth Management
Georgia
$214K +$438 +6 +0.2%
PS
508
Principal Securities
Iowa
$212K – – –
NCM
509
Northwest Capital Management
Oregon
$207K +$6.93K +95 +4%
MSA
510
McAlister Sweet & Associates
Texas
$207K +$198K +2,713 New
CM
511
Capital Management
Virginia
$206K +$197K +2,700 New
RB
512
Renasant Bank
Mississippi
$205K +$196K +2,693 New
PPC
513
Park Place Capital
Alabama
$205K -$511 -7 -0.3%
EW
514
Element Wealth
Mississippi
$198K +$168K +2,301 +759%
GWMI
515
Guardian Wealth Management (Illinois)
Illinois
$185K -$8.97K -123 -5%
CA
516
Clearstead Advisors
Ohio
$183K – – –
HIA
517
Harbor Investment Advisory
Maryland
$179K – – –
HCA
518
Heck Capital Advisors
Wisconsin
$178K -$289K -3,961 -63%
ACA
519
Aptus Capital Advisors
Alabama
$175K -$11.8K -162 -7%
IWA
520
Icon Wealth Advisors
Texas
$163K +$156K +2,135 New
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K +$36.5K +500 +32%
LFG
522
Larson Financial Group
Missouri
$153K +$19.8K +271 +16%
SA
523
Scarborough Advisors
Maryland
$151K +$365 +5 +0.3%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K – – –
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K -$49.6K -680 -27%
19 20
21
22 23