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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CLIP
651
Colter Lewis Investment Partners
Connecticut
$230K – – –
FCH
652
Freestone Capital Holdings
Washington
$230K – – –
HIA
653
Harbor Investment Advisory
Maryland
$224K – – –
RIA
654
Retirement Investment Advisors
Oklahoma
$224K – – –
SCFS
655
Stewardship Concepts Financial Services
Washington
$224K -$6.99K -74 -3%
BFA
656
Benedict Financial Advisors
Georgia
$223K +$2.46K +26 +1%
AW
657
Atlas Wealth
Ohio
$222K -$5.29K -56 -2%
SFC
658
Strategic Financial Concepts
Texas
$221K -$682K -7,224 -76%
VWM
659
Vigil Wealth Management
Florida
$221K – – –
JWM
660
JGP Wealth Management
Oregon
$220K +$218K +2,305 New
TCOT
661
Trust Company of Toledo
Ohio
$219K – – –
FAN
662
Financial Advisors Network
California
$218K – – –
IIM
663
Ipswich Investment Management
Massachusetts
$217K +$214K +2,270 New
CSP
664
Cary Street Partners
Virginia
$217K +$214K +2,264 New
LIM
665
Leavell Investment Management
Alabama
$215K -$14.9K -158 -7%
EIA
666
Edgemoor Investment Advisors
Maryland
$210K +$208K +2,200 New
QA
667
Quattro Advisors
Pennsylvania
$209K +$207K +2,187 New
ACM
668
Armbruster Capital Management
New York
$208K +$206K +2,177 New
ADL
669
Asset Dedication LLC
California
$208K -$63.6K -673 -24%
EF
670
Evanson Financial
Virginia
$207K +$205K +2,168 New
CCG
671
Cypress Capital Group
Florida
$207K +$205K +2,165 New
BCG
672
Breakwater Capital Group
New Jersey
$207K -$16.3K -172 -7%
ACM
673
AlphaStar Capital Management
North Carolina
$207K -$11.4K -121 -5%
AI
674
Accredited Investors
Minnesota
$206K +$203K +2,150 New
HAP
675
Harbor Asset Planning
Massachusetts
$205K +$567 +6 +0.3%
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