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

Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$622K +$242K +7,863 +69%
BCG
52
Breakwater Capital Group
New Jersey
$552K +$528K +17,135 New
TA
53
TFG Advisers
Michigan
$552K -$335K -10,853 -39%
CWM
54
Capital Wealth Management
Rhode Island
$508K +$486K +15,756 New
Allworth Financial
55
Allworth Financial
California
$463K -$1.1M -35,713 -71%
TCM
56
TD Capital Management
Tennessee
$455K +$1.67K +54 +0.4%
Equitable Holdings
57
Equitable Holdings
New York
$449K +$44.4K +1,439 +12%
Private Advisor Group
58
Private Advisor Group
New Jersey
$441K +$1.92M +62,227 +14%
LSA
59
Lion Street Advisors
Texas
$403K -$586 -19 -0.2%
SageView Advisory Group
60
SageView Advisory Group
California
$374K +$358K +11,609 New
US Bancorp
61
US Bancorp
Minnesota
$368K – – –
Citigroup
62
Citigroup
New York
$336K +$432 +14 +0.1%
CWM
63
Cherrydale Wealth Management
New Jersey
$314K +$1.17K +38 +0.4%
Belpointe Asset Management
64
Belpointe Asset Management
Nevada
$308K +$295K +9,567 New
Cetera Advisors
65
Cetera Advisors
Colorado
$303K +$290K +9,399 New
PWMA
66
Pension & Wealth Management Advisors
Massachusetts
$302K +$289K +9,376 New
FZCM
67
Flynn Zito Capital Management
New York
$301K +$288K +9,328 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$280K +$12.5K +406 +5%
Geneos Wealth Management
69
Geneos Wealth Management
Colorado
$277K -$53.9K -1,749 -17%
AWM
70
Aspire Wealth Management
Massachusetts
$270K +$586 +19 +0.2%
FCM
71
Family Capital Management
Michigan
$251K +$240K +7,798 New
RWP
72
Revolve Wealth Partners
New Jersey
$250K +$239K +7,743 New
Creative Planning
73
Creative Planning
Kansas
$243K +$232K +7,530 New
RMAM
74
Raab & Moskowitz Asset Management
New Jersey
$242K -$99K -3,210 -30%
JP Morgan Chase
75
JP Morgan Chase
New York
$237K +$225K +7,292 +10,128%
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