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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$349K -$55.7K -780 -13%
WS
52
Wedbush Securities
California
$329K +$360K +5,046 New
KAS
53
Kestra Advisory Services
Texas
$328K +$359K +5,034 New
AWM
54
Accel Wealth Management
Iowa
$295K +$33.9K +475 +12%
SC
55
Scotia Capital
Ontario, Canada
$283K +$310K +4,340 New
PCS
56
Personal CFO Solutions
New Jersey
$281K -$20.9K -292 -6%
HC
57
Henshaw Capital
Massachusetts
$269K +$294K +4,122 New
LSAG
58
Lake Street Advisors Group
New Hampshire
$260K +$285K +3,992 New
AWAP
59
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$258K +$283K +3,960 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$243K +$160K +2,240 +149%
SPIA
61
Steward Partners Investment Advisory
New York
$221K +$58.9K +825 +32%
V
62
Veritable
Delaware
$215K
MRG
63
Milestone Resources Group
British Virgin Islands
$202K +$221K +3,096 New
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K +$136K +1,900 New
BAM
65
Belpointe Asset Management
Nevada
$107K +$117K +1,638 New
WTC
66
WhitTier Trust Company
Nevada
$65K +$1.5K +21 +2%
WT
67
Whittier Trust
California
$59K
Citigroup
68
Citigroup
New York
$50K +$40.3K +564 +282%
GIP
69
Granite Investment Partners
California
$42K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$20K +$21.4K +300 New
MAM
71
Meeder Asset Management
Ohio
$19K +$20.7K +290 New
BCV
72
Banque Cantonale Vaudoise
Switzerland
$14K +$15K +210 New
IBOK
73
Independence Bank of Kentucky
Kentucky
$10K
CFGS
74
Concourse Financial Group Securities
Alabama
$9K +$10.1K +142 New
IA
75
IFP Advisors
Florida
$8K -$29K -406 -77%