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WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TD Capital Management
Tennessee
$525K +$6.85K +169 +1%
IFS
52
Ifrah Financial Services
Arkansas
$504K -$251K -6,199 -33%
FTUS
53
Flow Traders U.S.
New York
$494K +$8.84K +218 +2%
PA
54
PFG Advisors
Arizona
$485K -$651K -16,070 -57%
NEPWA
55
New England Private Wealth Advisors
Massachusetts
$465K +$183K +4,510 +63%
US Bancorp
56
US Bancorp
Minnesota
$454K
RMAM
57
Raab & Moskowitz Asset Management
New Jersey
$425K +$13.2K +325 +3%
Citigroup
58
Citigroup
New York
$413K -$1.22K -30 -0.3%
GWM
59
Geneos Wealth Management
Colorado
$393K +$402K +9,918 New
LSA
60
Lion Street Advisors
Texas
$381K
FA
61
Fermata Advisors
California
$333K +$340K +8,382 New
Osaic Holdings
62
Osaic Holdings
Arizona
$324K +$81K +1,998 +18%
AAS
63
Avantax Advisory Services
Texas
$313K -$5.03K -124 -2%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$310K +$649 +16 +0.3%
BDF
65
Balasa Dinverno & Foltz
$281K
IWA
66
Inspirion Wealth Advisors
Illinois
$233K
TAM
67
Townsend Asset Management
North Carolina
$214K +$486 +12 +0.2%
GIA
68
Gladstone Institutional Advisory
Florida
$213K +$217K +5,360 New
LF
69
Lantz Financial
Illinois
$205K
KCFA
70
Key Client Fiduciary Advisors
New Jersey
$204K +$5.15K +127 +3%
AF
71
Advisornet Financial
Minnesota
$175K +$178K +4,400 New
PFS
72
Prospera Financial Services
Texas
$165K +$168K +4,147 New
SPIA
73
Steward Partners Investment Advisory
New York
$107K +$52.7K +1,300 +93%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$85K
WAM
75
Worth Asset Management
Texas
$78K +$95.3K +2,350 New