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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$510K -$104K -1,918 -17%
SWP
27
Stratos Wealth Partners
Ohio
$506K -$8.15K -150 -2%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$413K +$399K +7,350 New
FCA
29
FinTrust Capital Advisors
South Carolina
$404K
BAM
30
Belpointe Asset Management
Nevada
$342K +$331K +6,084 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$318K +$307K +5,658 New
WPC
32
White Pine Capital
Minnesota
$307K +$19.7K +362 +7%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$288K -$511K -9,410 -48%
IWM
34
IHT Wealth Management
Illinois
$244K +$236K +4,336 New
WTC
35
WhitTier Trust Company
Nevada
$55K
WT
36
Whittier Trust
California
$51K
IA
37
IFP Advisors
Florida
$34K -$19.3K -356 -37%
Citigroup
38
Citigroup
New York
$11K
IBOK
39
Independence Bank of Kentucky
Kentucky
$9K
APA
40
American Portfolios Advisors
New York
$7.53K
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$1.09K -20 -18%
BlackRock
42
BlackRock
New York
$3K -$1.74K -32 -41%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K
JWM
44
Janiczek Wealth Management
Colorado
$2K
ASN
45
Advisory Services Network
Georgia
$2K +$1.85K +34 New
SMFS
46
Squar Milner Financial Services
California
-$565K -11,774 Closed
PCS
47
Personal CFO Solutions
New Jersey
-$106K -1,956 -30%
CAN
48
Cetera Advisor Networks
California
-$58K -1,204 Closed