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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$11.3M +$773K +8,917 +8%
BRWM
127
Blue Rock Wealth Management
North Carolina
$11.3M +$211K +2,428 +2%
FTUS
128
Flow Traders U.S.
New York
$11.1M +$10.5M +121,079 +3,180%
WANY
129
Wealthspire Advisors (New York)
New York
$11M -$216K -2,490 -2%
FCM
130
Family Capital Management
Michigan
$10.8M -$807K -9,302 -7%
JAG
131
Journey Advisory Group
Kentucky
$10.8M -$132K -1,525 -1%
SFA
132
Sequoia Financial Advisors
Ohio
$10.7M -$500K -5,768 -5%
GSWM
133
Golden State Wealth Management
California
$10.6M -$67.7K -780 -0.6%
RPGK
134
Retirement Planning Group (Kansas)
Kansas
$10.6M +$15.9K +183 +0.2%
FPAS
135
Focus Partners Advisor Solutions
Missouri
$10.6M +$4.84M +55,794 +89%
PWMA
136
Pension & Wealth Management Advisors
Massachusetts
$10.4M -$10.5M -121,426 -51%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$10.4M +$257K +2,967 +3%
MSWA
138
Marshall & Sterling Wealth Advisors
New York
$10.3M -$132K -1,524 -1%
WWM
139
Western Wealth Management
Colorado
$10.3M -$4.25K -49 -0%
DC
140
Darrow Company
Massachusetts
$10.2M +$599K +6,905 +6%
IWP
141
IAG Wealth Partners
Wisconsin
$10.2M +$446K +5,144 +5%
FHA
142
Flagship Harbor Advisors
Massachusetts
$10.1M -$98.1K -1,131 -1%
CPA
143
Capital Planning Advisors
California
$9.77M -$200K -2,303 -2%
KDA
144
Kraft Davis & Associates
Missouri
$9.76M -$3.51M -40,484 -27%
MA
145
MBA Advisors
Pennsylvania
$9.71M -$237K -2,734 -2%
AZ
146
Alpha Zero
Florida
$9.66M +$504K +5,808 +6%
WIA
147
World Investment Advisors
California
$9.51M -$1.26M -14,545 -12%
DFP
148
Defined Financial Planning
California
$9.43M -$1.62M -18,721 -15%
IWM
149
IHT Wealth Management
Illinois
$9.39M -$8.41K -97 -0.1%
AC
150
Avant Capital
Louisiana
$9.25M +$183K +2,112 +2%
4 5
6
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