WISDOMTREE US QUALITY GROWTH - Security Detail

Security Name:	WISDOMTREE US QUALITY GROWTH
Ticker:	QGRW
Security Type:	OTHER
Exchange:	US
CUSIP:	97717Y477

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.36B	-	60	-
2024-09-30	$0.41B	+16.1%	74	+23.3%
2024-12-31	$0.45B	+8.0%	73	-1.4%

Institution	Value	Shares	% of Portfolio
TRUST POINT INC.	$148.6M	3,017K	10.3%
PRESTIGE WEALTH MANAGEMENT GROUP LLC	$21.0M	426K	4.4%
LEGACY FINANCIAL ADVISORS, INC.	$17.6M	357K	2.9%
RITTER DANIHER FINANCIAL ADVISORY LLC / DE	$10.0M	202K	2.8%
ETESIAN WEALTH ADVISORS, INC.	$4.9M	99K	2.2%
INSIGHT ADVISORS, LLC/ PA	$9.9M	198K	1.7%
GPS WEALTH STRATEGIES GROUP, LLC	$9.4M	190K	1.2%
GRATUS WEALTH ADVISORS, LLC	$7.1M	144K	1.1%
TEMPUS WEALTH PLANNING, LLC	$3.4M	69K	1.1%
SMARTLEAF ASSET MANAGEMENT LLC	$10.0M	201K	1.0%
ELM3 FINANCIAL GROUP, LLC	$1.1M	21K	0.9%
AVESTAR CAPITAL, LLC	$6.7M	136K	0.6%
HEROLD ADVISORS, INC.	$2.0M	41K	0.4%
L.M. KOHN & COMPANY	$1.4M	28K	0.4%
TABLEAUX LLC	$0.4M	8K	0.4%
BRAVIAS CAPITAL GROUP, LLC	$0.4M	7K	0.3%
MILLINGTON FINANCIAL ADVISORS, LLC	$0.5M	9K	0.3%
ARMIS ADVISERS, LLC	$1.7M	33K	0.2%
WESTERN WEALTH MANAGEMENT, LLC	$0.5M	11K	0.2%
PRIVATE ADVISOR GROUP, LLC	$22.8M	463K	0.1%
ROYAL HARBOR PARTNERS, LLC	$0.2M	4K	0.1%
ATRIA INVESTMENTS, INC	$7.1M	144K	0.1%
TD CAPITAL MANAGEMENT LLC	$0.8M	16K	0.1%
D'ORAZIO & ASSOCIATES, INC.	$0.5M	9K	0.1%
BEACON FINANCIAL ADVISORY LLC	$0.2M	4K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
MTGP	US	WISDOMTREE MTGE PLUS BOND	0.074	2	27
AGGY	US	WISDOMTREE YIELD ENHANCED US	0.027	3	113
CGDG	US	CAP GROUP DIVIDEND GROWERS	0.019	2	105
CGBL	US	CAP GROUP CORE BALANCED	0.015	2	136
DGRW	US	WISDOMTREE U.S. QUALITY DIVI	0.014	7	510
IHDG	US	WISDOMTREE INTERNATIONAL HED	0.010	2	206
FMB	US	FIRST TRUST MANAGED MUNICIPA	0.009	2	227
PYLD	US	PIMCO MULTISECTOR BOND ACTV	0.009	2	235
CGGR	US	CAP GROUP GROWTH EQUITY	0.006	2	312
FTCS	US	FIRST TRUST CAPITAL STRENGTH	0.005	2	400
SPHQ	US	INVESCO S&P 500 QUALITY ETF	0.005	2	440
DGRO	US	ISHARES CORE DIVIDEND GROWTH	0.004	3	785
MOAT	US	VANECK MORNINGSTAR WIDE MOAT	0.004	2	524
VONG	US	VANGUARD RUSSELL 1000 GROWTH	0.004	2	548
IVV	US	ISHARES CORE S&P 500 ETF	0.003	8	2481
VGT	US	VANGUARD INFO TECH ETF	0.003	3	1175
VIG	US	VANGUARD DIVIDEND APPREC ETF	0.003	4	1575
AAPL	US	APPLE INC	0.003	10	3956
BIL	US	SPDR BLOOMBERG 1-3 MONTH T-B	0.002	2	806
NVDA	US	NVIDIA CORP	0.002	9	3653
MSFT	US	MICROSOFT CORP	0.002	10	4177
SPLG	US	SPDR PORTFOLIO S&P 500 ETF	0.002	2	848
JEPI	US	JPMORGAN EQUITY PREMIUM INCO	0.002	2	870
GOOGL	US	ALPHABET INC-CL A	0.002	8	3527
AMZN	US	AMAZON.COM INC	0.002	9	3975