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WisdomTree Global ex-U.S. Quality Growth Fund
DNL

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
26
Vertex Planning Partners
Illinois
$3.05M +$381K +10,696 +14%
SPA
27
Sentinel Pension Advisors
Massachusetts
$2.92M +$135K +3,793 +5%
IC
28
IEQ Capital
California
$2.75M – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.75M +$929K +26,088 +52%
LFAS
30
Level Four Advisory Services
Texas
$2.65M -$120K -3,364 -4%
MCM
31
Mainstay Capital Management
Michigan
$2.53M -$172K -4,827 -6%
CWM
32
Collaborative Wealth Management
Florida
$2.42M +$287K +8,070 +14%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$2.4M +$268K +7,528 +13%
FRA
34
FFG Retirement Advisors
Colorado
$2.12M +$178 +5 +0%
Stifel Financial
35
Stifel Financial
Missouri
$2.1M +$452K +12,700 +28%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.78M +$51.3K +1,441 +3%
RJA
37
Raymond James & Associates
Florida
$1.61M +$564K +15,827 +54%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.6M -$126K -3,525 -7%
WDL
39
Well Done LLC
Michigan
$1.5M – – –
IWM
40
IHT Wealth Management
Illinois
$1.43M +$1.42M +39,969 New
BCG
41
Breakwater Capital Group
New Jersey
$1.29M +$305K +8,564 +31%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.2M -$350K -9,828 -23%
TA
43
Tectonic Advisors
Texas
$1.09M +$8.84K +248 +0.8%
HAS
44
HBW Advisory Services
California
$1.07M +$60.8K +1,706 +6%
HWM
45
Howard Wealth Management
Connecticut
$1.02M -$86.4K -2,425 -8%
AI
46
Atria Investments
North Carolina
$1.02M +$1.01M +28,480 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$946K +$684K +19,207 +267%
OL
48
Owen LaRue
Kentucky
$908K +$905K +25,407 New
AAS
49
Avantax Advisory Services
Texas
$864K -$20.2K -568 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$695K -$12.7K -357 -2%
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