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WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$230K +$209K +7,036 New
TAM
27
Townsend Asset Management
North Carolina
$193K +$178 +6 +0.1%
SFS
28
Sowell Financial Services
Arkansas
$132K +$124K +4,170 New
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$97.6K +3,294 New
Osaic Holdings
30
Osaic Holdings
Arizona
$101K -$38.8K -1,308 -29%
CFA
31
Carroll Financial Associates
North Carolina
$68K +$25.6K +864 +66%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$24K +$15.9K +538 +254%
CAN
33
Cetera Advisor Networks
California
$23K +$21.5K +724 New
PA
34
Perennial Advisors
New York
$13K +$12.6K +426 New
APA
35
American Portfolios Advisors
New York
$11.4K – – –
FRA
36
Front Row Advisors
California
$6K +$5.63K +190 New
OIA
37
Optimum Investment Advisors
Illinois
$5K – – –
AWM
38
Apollon Wealth Management
South Carolina
$2K +$1.84K +62 New
DI
39
Disciplined Investments
Oklahoma
$1K +$1.19K +40 New
FTUS
40
Flow Traders U.S.
New York
– -$920K -34,824 Closed
IAA
41
Independent Advisor Alliance
North Carolina
– -$311K -11,780 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$258K -9,744 Closed
MNBTD
43
Moody National Bank Trust Division
Texas
– -$229K -8,658 Closed
RFM
44
Royal Fund Management
Florida
– -$1K -60 Closed
ASN
45
Advisory Services Network
Georgia
– -$1K -52 Closed