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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
501
Halbert Hargrove Global Advisors
California
$248K – – –
DA
502
Detalus Advisors
Missouri
$247K +$10.9K +144 +5%
TCOT
503
Trust Company of Toledo
Ohio
$247K – – –
MOS
504
MGO One Seven
Ohio
$246K -$88.3K -1,169 -27%
RWA
505
Rooted Wealth Advisors
Illinois
$244K -$72.5K -959 -24%
CIA
506
Capital Investment Advisors
Georgia
$244K +$22.7K +300 +11%
PI
507
PFG Investments
New York
$243K +$22.4K +296 +10%
EIA
508
Edgemoor Investment Advisors
Maryland
$240K -$32.1K -425 -12%
EW
509
Element Wealth
Mississippi
$239K +$34.3K +454 +17%
JWCA
510
J.W. Coons Advisors
Ohio
$237K +$229K +3,035 New
EFG
511
Everhart Financial Group
Ohio
$237K – – –
KW
512
KWB Wealth
California
$234K -$31.1K -411 -12%
CGPCS
513
Capital Group Private Client Services
California
$234K +$227K +3,000 New
WMWM
514
Whitaker-Myers Wealth Managers
Ohio
$229K +$222K +2,932 New
EC
515
EdgeRock Capital
Colorado
$228K -$76 -1 -0%
NAS
516
NWF Advisory Services
California
$227K +$220K +2,908 New
PTC
517
Philadelphia Trust Company
Pennsylvania
$222K – – –
ZAM
518
Zevin Asset Management
Massachusetts
$221K – – –
EWM
519
EPG Wealth Management
Georgia
$220K -$212K -2,807 Closed
CF
520
Centaurus Financial
California
$214K -$166K -2,197 -44%
MSA
521
McAlister Sweet & Associates
Texas
$211K -$982 -13 -0.5%
CM
522
Capital Management
Virginia
$211K – – –
MWM
523
Maripau Wealth Management
Indiana
$211K -$150K -1,990 -42%
CCG
524
Cypress Capital Group
Florida
$205K +$199K +2,627 New
HSWM
525
Hubbell Strickland Wealth Management
Louisiana
$203K +$196K +2,595 New
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