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WisdomTree Emerging Markets High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M +$20.8M +467,711 +12%
Bank of America
2
Bank of America
North Carolina
$176M +$68.1M +1,531,294 +62%
AAS
3
Avantax Advisory Services
Texas
$93.5M -$191K -4,306 -0.2%
Creative Planning
4
Creative Planning
Kansas
$88.2M +$12.2M +273,849 +16%
LPL Financial
5
LPL Financial
California
$46.7M +$18.2M +410,542 +63%
AL
6
Aspiriant LLC
California
$42.1M -$969K -21,814 -2%
Wells Fargo
7
Wells Fargo
California
$41.3M +$654K +14,711 +2%
UBS Group
8
UBS Group
Switzerland
$41.2M +$316K +7,113 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$40.2M +$14.6M +329,339 +56%
Jane Street
10
Jane Street
New York
$29.9M +$28.8M +648,691 +1,879%
AssetMark Inc
11
AssetMark Inc
California
$25.6M +$9.09M +204,555 +54%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.7M +$3.83M +86,085 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22M +$5.94M +133,694 +36%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$20M
M&T Bank
15
M&T Bank
New York
$18.8M +$1.22M +27,422 +7%
RJA
16
Raymond James & Associates
Florida
$16.2M -$264K -5,943 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.2M +$744K +16,740 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.9M +$8.37M +188,395 +178%
KCM
19
Karp Capital Management
California
$12.7M +$12.9M +291,172 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.2M +$1.6M +36,039 +16%
JSW
21
Journey Strategic Wealth
New Jersey
$11.1M +$14.8M +332,577 +6,879%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$338K +7,598 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$10.2M +$9.26M +208,406 +838%
LW
24
Linscomb Wealth
Texas
$10.1M +$620K +13,940 +6%
CC
25
Cornerstone Capital
California
$9.25M -$201K -4,524 -2%