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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
Calton & Associates
Florida
$473K -$28.8K -524 -6%
MA
177
Menlo Advisors
California
$473K – – –
NCM
178
Novare Capital Management
North Carolina
$472K -$83.1K -1,515 -16%
DAM
179
Deltec Asset Management
New York
$469K – – –
TSWM
180
Triangle Securities Wealth Management
North Carolina
$463K -$48.7K -887 -10%
RWA
181
Redhawk Wealth Advisors
Minnesota
$460K +$3.46K +63 +0.8%
CAM
182
Cozad Asset Management
Illinois
$458K – – –
HI
183
Harbour Investments
Wisconsin
$456K +$438K +7,974 New
GEA
184
Glen Eagle Advisors
New Jersey
$450K +$79.5K +1,449 +23%
FFA
185
First Foundation Advisors
California
$430K -$38.8K -708 -9%
GGS
186
Galvin Gaustad & Stein
Arizona
$429K -$11K -200 -3%
MA
187
Mutual Advisors
Nebraska
$423K +$71.4K +1,302 +21%
AWA
188
Arete Wealth Advisors
Illinois
$422K -$27.4K -500 -6%
AFA
189
Atlanta Financial Associates
Georgia
$416K – – –
RWB
190
RMR Wealth Builders
New Jersey
$414K +$398K +7,247 New
MSFS
191
Main Street Financial Solutions
Pennsylvania
$410K +$39.5K +719 +11%
OPWM
192
Oxinas Partners Wealth Management
Indiana
$408K -$3.58M -65,206 -90%
WMA
193
Wealth Management Associates
New Jersey
$406K +$439 +8 +0.1%
DFA
194
DHJJ Financial Advisors
Illinois
$401K +$119K +2,172 +45%
22CM
195
20/20 Capital Management
California
$395K -$1.91M -34,855 -83%
TFCP
196
Twin Focus Capital Partners
Massachusetts
$377K – – –
GT
197
Glenview Trust
Kentucky
$366K +$6.86K +125 +2%
5L
198
55I LLC
Massachusetts
$360K +$38.7K +705 +13%
OWA
199
Outlook Wealth Advisors
Texas
$356K -$25.5K -464 -7%
NWA
200
New World Advisors
Massachusetts
$354K +$339K +6,186 New
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8
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