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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
601
Heartwood Wealth Advisors
Virginia
$313K – – –
BRPW
602
Ballast Rock Private Wealth
South Carolina
$313K +$283 +3 +0.1%
TVPW
603
Third View Private Wealth
Connecticut
$309K -$8.13K -86 -3%
BIM
604
Breakwater Investment Management
Washington
$302K -$378 -4 -0.1%
BEI
605
Benjamin Edwards Inc
Missouri
$300K -$213K -2,257 -42%
BST
606
Bath Savings Trust
Maine
$298K +$295K +3,121 New
HWA
607
HHM Wealth Advisors
Tennessee
$297K -$13.1K -139 -4%
DW30
608
Drucker Wealth 3.0
New Jersey
$293K -$25.8K -273 -8%
RWM
609
Ritholtz Wealth Management
New York
$293K -$21.5K -228 -7%
HBFP
610
Henderson Brothers Financial Partners
Pennsylvania
$292K -$269K -2,851 -48%
FPCP
611
Fort Point Capital Partners
California
$288K +$296K +3,130 New
BIG
612
Brookwood Investment Group
Arizona
$287K -$34.5K -365 -11%
PNAA
613
Pictet North America Advisors
Switzerland
$287K -$61K -646 -18%
LBC
614
Lowe Brockenbrough & Co
Virginia
$287K – – –
O3W
615
Omni 360 Wealth
New Jersey
$285K +$22K +233 +8%
OFO
616
OneAscent Family Office
Alabama
$282K -$756 -8 -0.3%
KWM
617
Kingsview Wealth Management
Oregon
$281K -$62.4K -661 -18%
CFD
618
Creative Financial Designs
Indiana
$280K -$1.79K -19 -0.6%
PRI
619
Prepared Retirement Institute
Pennsylvania
$277K – – –
RRMM
620
Regatta Research & Money Management
Louisiana
$277K +$274K +2,896 New
KBFS
621
Kohmann Bosshard Financial Services
Ohio
$277K – – –
HH
622
Hilltop Holdings
Texas
$274K +$94 +1 +0%
AW
623
Apricus Wealth
South Carolina
$273K – – –
W
624
WPWealth
Texas
$271K -$18.5K -196 -6%
TWM
625
Thryve Wealth Management
Texas
$270K -$67.3K -712 -20%
23 24
25
26 27