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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
651
Atlas Wealth
Ohio
$222K -$5.29K -56 -2%
SFC
652
Strategic Financial Concepts
Texas
$221K -$682K -7,224 -76%
VWM
653
Vigil Wealth Management
Florida
$221K – – –
JWM
654
JGP Wealth Management
Oregon
$220K +$218K +2,305 New
TCOT
655
Trust Company of Toledo
Ohio
$219K – – –
FAN
656
Financial Advisors Network
California
$218K – – –
IIM
657
Ipswich Investment Management
Massachusetts
$217K +$214K +2,270 New
CSP
658
Cary Street Partners
Virginia
$217K +$214K +2,264 New
LIM
659
Leavell Investment Management
Alabama
$215K -$14.9K -158 -7%
EIA
660
Edgemoor Investment Advisors
Maryland
$210K +$208K +2,200 New
QA
661
Quattro Advisors
Pennsylvania
$209K +$207K +2,187 New
ACM
662
Armbruster Capital Management
New York
$208K +$206K +2,177 New
ADL
663
Asset Dedication LLC
California
$208K -$63.6K -673 -24%
EF
664
Evanson Financial
Virginia
$207K +$205K +2,168 New
CCG
665
Cypress Capital Group
Florida
$207K +$205K +2,165 New
BCG
666
Breakwater Capital Group
New Jersey
$207K -$16.3K -172 -7%
ACM
667
AlphaStar Capital Management
North Carolina
$207K -$11.4K -121 -5%
AI
668
Accredited Investors
Minnesota
$206K +$203K +2,150 New
HAP
669
Harbor Asset Planning
Massachusetts
$205K +$567 +6 +0.3%
EAN
670
Excelsior Advisor Network
Colorado
$201K +$199K +2,106 New
EI
671
Ellevest Inc
New York
$201K +$198K +2,101 New
GPA
672
Guerra Pan Advisors
New Jersey
$200K +$198K +2,097 New
WCFA
673
Walkner Condon Financial Advisors
Wisconsin
$200K +$198K +2,092 New
IFWM
674
Institute for Wealth Management
Colorado
$190K +$188K +1,987 New
WT
675
Whittier Trust
California
$189K -$65.1K -689 -26%
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