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WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
51
Balasa Dinverno & Foltz
$294K
Prudential Financial
52
Prudential Financial
New Jersey
$282K +$45K +1,099 +19%
IFS
53
Ifrah Financial Services
Arkansas
$275K +$1.35K +33 +0.5%
IWA
54
Inspirion Wealth Advisors
Illinois
$244K
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$14.6K +356 +7%
TAM
56
Townsend Asset Management
North Carolina
$223K -$32.5K -795 -13%
LF
57
Lantz Financial
Illinois
$215K
HighTower Advisors
58
HighTower Advisors
Illinois
$211K +$207K +5,055 New
BTWM
59
Baker Tilly Wealth Management
Wisconsin
$211K +$208K +5,070 New
BAM
60
Belpointe Asset Management
Nevada
$100K +$98.1K +2,397 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$89K +$86.2K +2,106 New
EVM
62
Eaton Vance Management
Massachusetts
$84K
FI
63
Financial Insights
Washington
$70K +$68.8K +1,680 New
SWM
64
Spire Wealth Management
Virginia
$65K
IA
65
IFP Advisors
Florida
$53K +$49K +1,198 +1,426%
SPIA
66
Steward Partners Investment Advisory
New York
$42K -$24.6K -600 -38%
PA
67
Perennial Advisors
New York
$31K
WT
68
Washington Trust
Rhode Island
$25K +$14.3K +350 +146%
FRA
69
Front Row Advisors
California
$18K +$5.32K +130 +42%
APA
70
American Portfolios Advisors
New York
$15K
CAM
71
Costello Asset Management
Pennsylvania
$15K
CFA
72
Carroll Financial Associates
North Carolina
$13K
CFD
73
Creative Financial Designs
Indiana
$12K +$287 +7 +3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$8K +$1.02K +25 +16%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$6K -$1.15K -28 -16%