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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
601
Fountainhead AM
New Jersey
$203K -$21.5K -262 -9%
HHGA
602
Halbert Hargrove Global Advisors
California
$201K -$53.5K -653 -21%
PPC
603
Park Place Capital
Alabama
$201K +$655 +8 +0.3%
SCA
604
Snowden Capital Advisors
New York
$201K -$9.67K -118 -4%
TAM
605
Tucker Asset Management
Colorado
$198K – – –
HIA
606
Harbor Investment Advisory
Maryland
$187K – – –
CTWM
607
Cherry Tree Wealth Management
Minnesota
$187K – – –
BIM
608
Breakwater Investment Management
Washington
$181K +$69.4K +847 +60%
GWANC
609
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K – – –
CF
610
Centaurus Financial
California
$141K -$87.1K -1,063 -38%
LI
611
LRI Investments
Florida
$138K +$142K +1,733 New
LWCFA
612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K – – –
UCB
613
United Community Bank
South Carolina
$137K +$111K +1,360 +384%
T
614
Transce3nd
Texas
$137K +$6.14K +75 +5%
IWA
615
Icon Wealth Advisors
Texas
$135K -$3.93K -48 -3%
AAG
616
Armstrong Advisory Group
Massachusetts
$127K – – –
GWMI
617
Guardian Wealth Management (Illinois)
Illinois
$126K -$8.36K -102 -6%
KFI
618
Key Financial Inc
Pennsylvania
$126K – – –
CB
619
CNB Bank
Pennsylvania
$125K – – –
SWM
620
Spire Wealth Management
Virginia
$119K +$18.5K +226 +18%
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K – – –
BOJHT
622
Bank of Jackson Hole Trust
Wyoming
$111K – – –
DWM
623
Darwin Wealth Management
Florida
$108K – – –
PSB
624
Piscataqua Savings Bank
New Hampshire
$104K – – –
SRCM
625
Signature Resources Capital Management
California
$101K +$246 +3 +0.2%
23 24
25
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