We are live on ! Find out more
DNL icon

WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$408K -$222K -5,230 -34%
LSA
52
Lion Street Advisors
Texas
$387K +$406K +9,570 New
PCIG
53
Partners Capital Investment Group
Massachusetts
$384K +$403K +9,500 New
AAS
54
Avantax Advisory Services
Texas
$351K +$212 +5 +0.1%
BDF
55
Balasa Dinverno & Foltz
$286K
IFS
56
Ifrah Financial Services
Arkansas
$270K +$3.27K +77 +1%
IWA
57
Inspirion Wealth Advisors
Illinois
$237K
TAM
58
Townsend Asset Management
North Carolina
$217K +$339 +8 +0.1%
LF
59
Lantz Financial
Illinois
$209K
BTWM
60
Baker Tilly Wealth Management
Wisconsin
$206K +$1.27K +30 +0.6%
TCWM
61
Total Clarity Wealth Management
Illinois
$160K +$168K +3,950 New
HNB
62
Huntington National Bank
Ohio
$106K +$111K +2,614 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$89K
SWM
64
Spire Wealth Management
Virginia
$63K
SPIA
65
Steward Partners Investment Advisory
New York
$57K +$17K +400 +40%
AC
66
AlphaCore Capital
California
$57K +$59.9K +1,411 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$41K +$36.9K +869 +572%
APA
68
American Portfolios Advisors
New York
$36.3K +$22.8K +538 +149%
IA
69
IFP Advisors
Florida
$31K -$22.1K -520 -41%
WT
70
Washington Trust
Rhode Island
$24K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$24K +$17.5K +412 +228%
CFA
72
Carroll Financial Associates
North Carolina
$20K +$7.81K +184 +56%
FRA
73
Front Row Advisors
California
$18K
OIA
74
Optimum Investment Advisors
Illinois
$6K
GI
75
Gradient Investments
Minnesota
$4K +$4.16K +98 New