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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
SouthState Corp
Florida
$77.4K +$46.6K +537 +161%
FDCDDQ
652
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K – – –
HIW
653
Holos Integrated Wealth
Pennsylvania
$75.6K – – –
BF
654
BOK Financial
Oklahoma
$74.5K – – –
PA
655
Parallel Advisors
California
$73.8K +$32.7K +377 +83%
RFP
656
Root Financial Partners
California
$72.9K +$71K +819 New
OA
657
Operose Advisors
Wisconsin
$70.6K – – –
CCM
658
Cloud Capital Management
Washington
$69K +$67.6K +779 New
T
659
Tidemark
California
$67.2K – – –
AF
660
Advisornet Financial
Minnesota
$66.5K – – –
KFGG
661
Keystone Financial Group (Georgia)
Georgia
$65.8K +$11.2K +129 +21%
VC
662
Vestor Capital
Illinois
$57K +$13.8K +159 +33%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$56.7K – – –
AUB
664
Atlantic Union Bankshares
Virginia
$53.4K – – –
NOI
665
Newton One Investments
Delaware
$52.9K – – –
CVM
666
Cheviot Value Management
California
$51.6K -$607 -7 -1%
BTI
667
Blue Trust Inc
Georgia
$50K -$13K -150 -21%
EWM
668
Evolution Wealth Management
Florida
$45K -$6.59K -76 -13%
FG
669
Fairman Group
Pennsylvania
$44.5K – – –
S
670
Sachetta
Massachusetts
$44.5K – – –
EWP
671
Elevation Wealth Partners
California
$42.9K +$173 +2 +0.4%
IF
672
Integrity Financial
Wyoming
$40.9K -$8.24K -95 -17%
BWL
673
Bogart Wealth LLC
Virginia
$40.5K +$1.65K +19 +4%
GIA
674
GHP Investment Advisors
Colorado
$39.1K – – –
HWP
675
Highline Wealth Partners
California
$36.7K – – –
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