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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
526
Cherry Tree Wealth Management
Minnesota
$128K – – –
CWM
527
Cedar Wealth Management
California
$121K +$116K +1,586 New
BBHC
528
Brown Brothers Harriman & Co
New York
$120K +$115K +1,580 New
CB
529
CNB Bank
Pennsylvania
$119K – – –
AAG
530
Armstrong Advisory Group
Massachusetts
$110K – – –
FIM
531
Fernwood Investment Management
Massachusetts
$104K +$99.1K +1,359 New
PSB
532
Piscataqua Savings Bank
New Hampshire
$99K – – –
SWM
533
Spire Wealth Management
Virginia
$96.2K -$657 -9 -0.7%
AA
534
Addison Advisors
Vermont
$92.6K – – –
CT
535
Cambridge Trust
Massachusetts
$92.3K – – –
JGCM
536
Joseph Group Capital Management
Ohio
$91.8K -$7.95K -109 -8%
SRCM
537
Signature Resources Capital Management
California
$88.3K – – –
ANBT
538
American National Bank & Trust
Texas
$76.2K – – –
BFA
539
BBJS Financial Advisors
Washington
$70.5K +$67.5K +925 New
RIA
540
Realta Investment Advisors
Delaware
$67.4K +$64.6K +885 New
CFB
541
Cullen/Frost Bankers
Texas
$61.2K -$8.68K -119 -13%
HGERS
542
Householder Group Estate & Retirement Specialist
Arizona
$60.6K – – –
OA
543
Operose Advisors
Wisconsin
$60.5K – – –
T
544
Tidemark
California
$57.5K -$14.6K -200 -21%
BIM
545
Breakwater Investment Management
Washington
$57K +$54.6K +748 New
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$50.8K – – –
FFA
547
Farther Finance Advisors
California
$48.8K -$948 -13 -2%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$48.5K +$18.1K +248 +64%
PGAM
549
Princeton Global Asset Management
New Jersey
$45.7K – – –
SSB
550
Sandy Spring Bank
Maryland
$45.7K – – –
20 21
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