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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
601
Weaver Consulting Group
California
$298K – – –
CFD
602
Creative Financial Designs
Indiana
$294K -$12.5K -140 -4%
ACM
603
AlphaStar Capital Management
North Carolina
$293K +$292K +3,277 New
SAM
604
Seelaus Asset Management
New Jersey
$293K -$13.5K -152 -4%
BRPW
605
Ballast Rock Private Wealth
South Carolina
$292K +$291K +3,268 New
HH
606
Hilltop Holdings
Texas
$290K +$18.5K +207 +7%
HWA
607
HHM Wealth Advisors
Tennessee
$289K -$71K -797 -20%
FA
608
FSA Advisors
Michigan
$286K +$285K +3,197 New
IAS
609
Insigneo Advisory Services
Florida
$285K +$284K +3,186 New
OBWG
610
Onyx Bridge Wealth Group
New York
$284K -$4.19K -47 -1%
EF
611
Empowered Funds
Pennsylvania
$283K +$282K +3,165 New
DAS
612
Diversify Advisory Services
Utah
$283K +$277K +3,110 New
BIM
613
Breakwater Investment Management
Washington
$283K – – –
PFG
614
Pacific Financial Group
Washington
$281K +$280K +3,139 New
AAS
615
Ameritas Advisory Services
Nebraska
$281K +$91.3K +1,024 +48%
CIA
616
Capital Investment Advisors
Georgia
$279K – – –
LIM
617
Leavell Investment Management
Alabama
$275K – – –
CCAM
618
Cascades Capital Asset Management
North Carolina
$274K -$134K -1,500 -33%
W
619
WPWealth
Texas
$271K – – –
TCOT
620
Trust Company of Toledo
Ohio
$267K -$27.8K -312 -9%
RWM
621
Ritholtz Wealth Management
New York
$266K +$63.4K +711 +31%
OFO
622
OneAscent Family Office
Alabama
$265K -$49.6K -557 -16%
FCP
623
Fidelis Capital Partners
Florida
$262K +$38K +426 +17%
PMFA
624
Plante Moran Financial Advisors
Michigan
$260K – – –
PRI
625
Prepared Retirement Institute
Pennsylvania
$259K – – –
23 24
25
26 27