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WisdomTree Dynamic International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$389K +$51.9K +1,823 +16%
AR
27
Apeiron RIA
Texas
$379K
IA
28
IFP Advisors
Florida
$372K +$106K +3,717 +43%
CA
29
Claro Advisors
Massachusetts
$335K +$326K +11,467 New
WAS
30
Wealth Advisory Solutions
Indiana
$332K
EH
31
Equitable Holdings
New York
$320K +$312K +10,956 New
WMG
32
WESCAP Management Group
California
$320K
VWA
33
V Wealth Advisors
Kansas
$308K +$1.2K +42 +0.4%
Ameriprise
34
Ameriprise
Minnesota
$290K -$50.3K -1,769 -15%
BFG
35
Beacon Financial Group
Texas
$283K
UBS Group
36
UBS Group
Switzerland
$277K +$53.9K +1,896 +25%
JP Morgan Chase
37
JP Morgan Chase
New York
$269K +$261K +9,186 New
MCM
38
MAI Capital Management
Ohio
$266K +$853 +30 +0.3%
AWM
39
Aspire Wealth Management
Massachusetts
$253K +$16.6K +582 +7%
MML Investors Services
40
MML Investors Services
Massachusetts
$239K +$232K +8,156 New
SCFS
41
S.C. Financial Services
Arizona
$235K +$228K +8,023 New
KOC
42
Koss-Olinger Consulting
Florida
$207K +$201K +7,078 New
NA
43
NewEdge Advisors
Louisiana
$175K +$170K +5,973 New
CA
44
CoreCap Advisors
Michigan
$164K +$160K +5,616 New
Osaic Holdings
45
Osaic Holdings
Arizona
$69K +$171 +6 +0.3%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$59.2K +$29K +1,019 +101%
BAM
47
Bellevue Asset Management
Washington
$32.2K -$2.08K -73 -6%
NFSG
48
Newbridge Financial Services Group
Florida
$14.9K +$341 +12 +2%
CFD
49
Creative Financial Designs
Indiana
$14.5K
PTC
50
Private Trust Company
Ohio
$6K +$6.03K +212 New