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WisdomTree Dynamic International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
76
American Money Management
California
$398K -$30.3K -741 -7%
SA
77
Sanctuary Advisors
Indiana
$394K -$16.9K -414 -4%
AWM
78
AE Wealth Management
Kansas
$390K +$111K +2,724 +41%
TC
79
Trilogy Capital
California
$368K +$360K +8,809 New
SF
80
Seek First
California
$344K -$24.3K -595 -7%
FIA
81
Foundations Investment Advisors
Arizona
$342K +$98K +2,397 +42%
GWS
82
Greykasell Wealth Strategies
California
$317K
OPWM
83
Oregon Pacific Wealth Management
Oregon
$315K -$699K -17,095 -69%
PWM
84
Perigon Wealth Management
California
$308K +$22.6K +552 +8%
RWM
85
Ritholtz Wealth Management
New York
$289K +$1.47K +36 +0.5%
GVAG
86
Great Valley Advisor Group
Delaware
$280K +$29.5K +723 +12%
PFA
87
Portland Financial Advisors
New York
$276K
Ameriprise
88
Ameriprise
Minnesota
$264K +$24.8K +608 +11%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$232K +$227K +5,551 New
TSS
90
Two Sigma Securities
New York
$220K +$215K +5,272 New
OPPS
91
Obsidian Personal Planning Solutions
Maryland
$220K -$6.99K -171 -3%
CA
92
CoreCap Advisors
Michigan
$168K
MCM
93
MAI Capital Management
Ohio
$167K -$9.4K -230 -5%
JP Morgan Chase
94
JP Morgan Chase
New York
$166K -$27.5K -673 -14%
CTWM
95
Cherry Tree Wealth Management
Minnesota
$133K +$4.62K +113 +4%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$86.4K -$10.7K -262 -11%
Comerica Bank
97
Comerica Bank
Texas
$75.5K +$12K +293 +19%
RFP
98
Root Financial Partners
California
$71.8K +$70.2K +1,717 New
HWA
99
HHM Wealth Advisors
Tennessee
$56.6K -$44.8K -1,097 -45%
US Bancorp
100
US Bancorp
Minnesota
$46.8K +$45.8K +1,120 New