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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
626
Soltis Investment Advisors
Utah
$261K -$167K -1,764 -39%
GC
627
Grimes & Company
Massachusetts
$259K +$756 +8 +0.3%
MSA
628
McAlister Sweet & Associates
Texas
$258K – – –
NA
629
Nautilus Advisors
California
$258K -$12.8K -135 -5%
RFN
630
Redwood Financial Network
Ohio
$258K -$96.6K -1,022 -27%
AWM
631
Avior Wealth Management
Nebraska
$257K -$203K -2,147 -44%
FCP
632
Fidelis Capital Partners
Florida
$256K -$23.6K -250 -9%
TI
633
Truepoint Inc
Ohio
$255K +$252K +2,667 New
PIA
634
Perennial Investment Advisors
California
$254K -$137K -1,448 -35%
FA
635
FSA Advisors
Michigan
$250K -$54.9K -581 -18%
SWGC
636
Summit Wealth Group (Colorado)
Colorado
$249K +$246K +2,607 New
FBFS
637
First Business Financial Services
Wisconsin
$243K – – –
TWM
638
Tradition Wealth Management
Minnesota
$242K -$8.41K -89 -3%
CA
639
Calton & Associates
Florida
$241K -$230K -2,433 -49%
S
640
SignatureFD
Georgia
$239K – – –
PFG
641
Pacific Financial Group
Washington
$237K -$40.1K -424 -15%
CWP
642
Cyndeo Wealth Partners
Florida
$235K +$232K +2,456 New
HHGA
643
Halbert Hargrove Global Advisors
California
$233K -$7.75K -82 -3%
CM
644
Capital Management
Virginia
$232K – – –
CLIP
645
Colter Lewis Investment Partners
Connecticut
$230K – – –
FCH
646
Freestone Capital Holdings
Washington
$230K – – –
HIA
647
Harbor Investment Advisory
Maryland
$224K – – –
RIA
648
Retirement Investment Advisors
Oklahoma
$224K – – –
SCFS
649
Stewardship Concepts Financial Services
Washington
$224K -$6.99K -74 -3%
BFA
650
Benedict Financial Advisors
Georgia
$223K +$2.46K +26 +1%
24 25
26
27 28