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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$65K +$63K +833 New
TPCW
552
TD Private Client Wealth
New York
$62.9K +$60.9K +806 New
OA
553
Operose Advisors
Wisconsin
$62K – – –
T
554
Tidemark
California
$58.9K – – –
BIM
555
Breakwater Investment Management
Washington
$58.4K – – –
SIC
556
Salem Investment Counselors
North Carolina
$54.9K +$53.1K +703 New
AF
557
Advisornet Financial
Minnesota
$54.9K +$10.6K +140 +25%
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$52.1K – – –
CPG
559
Cornerstone Planning Group
New Jersey
$52K +$51.8K +685 New
SSB
560
Sandy Spring Bank
Maryland
$51.9K +$4.91K +65 +11%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$49.7K – – –
LIA
562
Lynx Investment Advisory
District of Columbia
$47.6K +$46.1K +610 New
PGAM
563
Princeton Global Asset Management
New Jersey
$46.8K – – –
JGCM
564
Joseph Group Capital Management
Ohio
$43.4K -$49K -649 -54%
WWM
565
Wolff Wiese Magana
California
$43.3K +$1.89K +25 +5%
S
566
SignatureFD
Georgia
$41.1K – – –
BFA
567
BBJS Financial Advisors
Washington
$41K -$30.2K -400 -43%
CFGS
568
Concourse Financial Group Securities
Alabama
$39.9K +$34.1K +451 +752%
S
569
Sachetta
Massachusetts
$39.4K – – –
TF
570
Tompkins Financial
New York
$39K – – –
FG
571
Fairman Group
Pennsylvania
$39K +$37.8K +500 New
EWP
572
Elevation Wealth Partners
California
$36.9K +$151 +2 +0.4%
SIS
573
Sound Income Strategies
Florida
$36.8K -$4.61K -61 -11%
OWA
574
Opal Wealth Advisors
New York
$36.5K – – –
PA
575
Parallel Advisors
California
$35.4K – – –
21 22
23
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