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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
601
LightSquare Wealth Management
Michigan
$289K +$299K +3,290 New
HWA
602
Heartwood Wealth Advisors
Virginia
$288K +$298K +3,277 New
MAM
603
Milestone Asset Management
Pennsylvania
$287K +$298K +3,272 New
BRPW
604
Ballast Rock Private Wealth
South Carolina
$287K – – –
HWA
605
HHM Wealth Advisors
Tennessee
$285K +$818 +9 +0.3%
JIC
606
Joel Isaacson & Co
New York
$282K +$292K +3,212 New
FA
607
FSA Advisors
Michigan
$281K +$91 +1 +0%
BIM
608
Breakwater Investment Management
Washington
$278K – – –
SW
609
Simplicity Wealth
New Jersey
$277K +$287K +3,157 New
SB
610
Sunflower Bank
Texas
$272K +$281K +3,091 New
CW
611
CreativeOne Wealth
Kansas
$269K +$45.9K +505 +20%
W
612
WPWealth
Texas
$267K – – –
AAS
613
Ameritas Advisory Services
Nebraska
$265K -$11.5K -126 -4%
LBC
614
Lowe Brockenbrough & Co
Virginia
$264K -$63.6K -700 -19%
OFO
615
OneAscent Family Office
Alabama
$260K – – –
CFD
616
Creative Financial Designs
Indiana
$259K -$30.8K -339 -10%
FCP
617
Fidelis Capital Partners
Florida
$257K – – –
PFG
618
Pacific Financial Group
Washington
$255K -$21.2K -233 -7%
PRI
619
Prepared Retirement Institute
Pennsylvania
$254K – – –
KBFS
620
Kohmann Bosshard Financial Services
Ohio
$254K – – –
BCI
621
Brinker Capital Investments
Pennsylvania
$253K -$914K -10,050 -78%
HH
622
Hilltop Holdings
Texas
$251K -$34.6K -381 -12%
AW
623
Apricus Wealth
South Carolina
$250K – – –
ADL
624
Asset Dedication LLC
California
$250K – – –
FVWA
625
Foster Victor Wealth Advisors
South Carolina
$250K +$247K +2,714 New
23 24
25
26 27