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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
501
Cary Street Partners
Virginia
$450K -$48.1K -555 -10%
LWA
502
Lantern Wealth Advisors
New York
$450K +$33.7K +389 +8%
LPT
503
Legacy Private Trust
Wisconsin
$448K – – –
AWA
504
Arete Wealth Advisors
Illinois
$445K – – –
ST
505
Spinnaker Trust
Maine
$443K – – –
WEG
506
World Equity Group
Illinois
$439K -$8.67K -100 -2%
DC
507
Davenport & Co
Virginia
$435K +$17.3K +200 +4%
OCM
508
Objective Capital Management
Ohio
$434K +$2.69K +31 +0.6%
RFG
509
REAP Financial Group
Texas
$433K -$2.86K -33 -0.7%
LSA
510
L & S Advisors
California
$428K -$4.86K -56 -1%
CG
511
Clarus Group
Texas
$428K – – –
MIH
512
Meitav Investment House
Israel
$422K -$11.2K -129 -3%
CWA
513
CM Wealth Advisors
Ohio
$420K +$410K +4,722 New
AWM
514
Avior Wealth Management
Nebraska
$415K – – –
BA
515
Bluesphere Advisors
Pennsylvania
$409K -$434 -5 -0.1%
FTS
516
Fifth Third Securities
Ohio
$407K – – –
CCAM
517
Cascades Capital Asset Management
North Carolina
$406K -$69.4K -800 -15%
TSWM
518
Triangle Securities Wealth Management
North Carolina
$404K -$6.5K -75 -2%
RCA
519
Resonant Capital Advisors
Wisconsin
$404K -$658K -7,591 -63%
HCM
520
Hall Capital Management
Rhode Island
$404K – – –
FDCP
521
Foster Dykema Cabot & Partners
Massachusetts
$404K – – –
IAA
522
Independent Advisor Alliance
North Carolina
$403K +$31.4K +362 +9%
VWA
523
Visionary Wealth Advisors
Illinois
$403K -$11.4K -132 -3%
KFS
524
Kurt F. Somerville
$400K – – –
SC
525
Scotia Capital
Ontario, Canada
$392K -$65K -750 -15%
19 20
21
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