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WisdomTree Dynamic International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$343K -$48.9K -1,081 -12%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$342K +$350K +7,742 New
EAM
103
Empirical Asset Management
Massachusetts
$338K +$47.2K +1,044 +16%
GWS
104
Greykasell Wealth Strategies
California
$335K
SF
105
Summit Financial
New Jersey
$334K -$2.22K -49 -0.6%
WIM
106
WealthPlan Investment Management
Nebraska
$328K +$336K +7,440 New
Ameriprise
107
Ameriprise
Minnesota
$318K +$29.9K +662 +10%
WF
108
WealthPoint Financial
North Carolina
$315K -$1.58K -35 -0.5%
RWM
109
Riverbend Wealth Management
South Carolina
$307K +$5.2K +115 +2%
RWM
110
Ritholtz Wealth Management
New York
$300K -$6.47K -143 -2%
PFA
111
Portland Financial Advisors
New York
$291K
JP Morgan Chase
112
JP Morgan Chase
New York
$276K +$14.6K +322 +5%
TWM
113
TopTier Wealth Management
Wisconsin
$275K +$282K +6,235 New
SIA
114
SkyView Investment Advisors
New Jersey
$256K
CA
115
CoreCap Advisors
Michigan
$206K +$27.2K +602 +15%
MCM
116
MAI Capital Management
Ohio
$171K -$6.2K -137 -3%
CTWM
117
Cherry Tree Wealth Management
Minnesota
$162K +$22.3K +492 +15%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$142K +$145K +3,216 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$109K
UBS AM
120
UBS AM
Illinois
$84.9K +$87K +1,924 New
NL
121
NVWM LLC
Pennsylvania
$82K +$38.4K +849 +84%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$81.9K +$1.58K +35 +2%
RFP
123
Root Financial Partners
California
$75.7K
Wells Fargo
124
Wells Fargo
California
$74.3K +$74.7K +1,651 +5,003%
US Bancorp
125
US Bancorp
Minnesota
$69.4K