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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$294K -$12.5K -140 -4%
ACM
602
AlphaStar Capital Management
North Carolina
$293K +$292K +3,277 New
SAM
603
Seelaus Asset Management
New Jersey
$293K -$13.5K -152 -4%
BRPW
604
Ballast Rock Private Wealth
South Carolina
$292K +$291K +3,268 New
HH
605
Hilltop Holdings
Texas
$290K +$18.5K +207 +7%
HWA
606
HHM Wealth Advisors
Tennessee
$289K -$71K -797 -20%
FA
607
FSA Advisors
Michigan
$286K +$285K +3,197 New
IAS
608
Insigneo Advisory Services
Florida
$285K +$284K +3,186 New
OBWG
609
Onyx Bridge Wealth Group
New York
$284K -$4.19K -47 -1%
EF
610
Empowered Funds
Pennsylvania
$283K +$282K +3,165 New
DAS
611
Diversify Advisory Services
Utah
$283K +$277K +3,110 New
BIM
612
Breakwater Investment Management
Washington
$283K – – –
PFG
613
Pacific Financial Group
Washington
$281K +$280K +3,139 New
AAS
614
Ameritas Advisory Services
Nebraska
$281K +$91.3K +1,024 +48%
CIA
615
Capital Investment Advisors
Georgia
$279K – – –
LIM
616
Leavell Investment Management
Alabama
$275K – – –
CCAM
617
Cascades Capital Asset Management
North Carolina
$274K -$134K -1,500 -33%
W
618
WPWealth
Texas
$271K – – –
TCOT
619
Trust Company of Toledo
Ohio
$267K -$27.8K -312 -9%
RWM
620
Ritholtz Wealth Management
New York
$266K +$63.4K +711 +31%
OFO
621
OneAscent Family Office
Alabama
$265K -$49.6K -557 -16%
FCP
622
Fidelis Capital Partners
Florida
$262K +$38K +426 +17%
PMFA
623
Plante Moran Financial Advisors
Michigan
$260K – – –
PRI
624
Prepared Retirement Institute
Pennsylvania
$259K – – –
KBFS
625
Kohmann Bosshard Financial Services
Ohio
$259K – – –
23 24
25
26 27