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WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$778K -$29.7K -843 -3%
WIM
52
WealthPlan Investment Management
Nebraska
$693K +$431K +12,215 +144%
SWP
53
Stratos Wealth Partners
Ohio
$648K +$126K +3,583 +23%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$644K +$29.3K +831 +5%
TA
55
TFG Advisers
Michigan
$632K +$35.8K +1,015 +6%
ATC
56
Argent Trust Co
Tennessee
$554K
TCM
57
TD Capital Management
Tennessee
$498K +$102K +2,908 +24%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$471K -$72.8K -2,065 -13%
Osaic Holdings
59
Osaic Holdings
Arizona
$435K -$235K -6,656 -34%
LSA
60
Lion Street Advisors
Texas
$432K +$9.8K +278 +2%
CA
61
Cetera Advisors
Colorado
$406K +$57.4K +1,629 +15%
BRWA
62
B. Riley Wealth Advisors
Florida
$388K -$773K -21,942 -65%
WA
63
Win Advisors
Florida
$382K +$403K +11,427 New
US Bancorp
64
US Bancorp
Minnesota
$382K
PWMA
65
Pension & Wealth Management Advisors
Massachusetts
$374K +$37.6K +1,067 +11%
DWM
66
Drive Wealth Management
Utah
$369K -$21.8K -618 -5%
Citigroup
67
Citigroup
New York
$366K +$18.7K +530 +5%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$343K +$19.4K +550 +6%
GWM
69
Geneos Wealth Management
Colorado
$337K -$14.1K -399 -4%
CWM
70
Cherrydale Wealth Management
New Jersey
$332K +$1.2K +34 +0.3%
CA
71
Claro Advisors
Massachusetts
$310K +$4.69K +133 +1%
MWM
72
Maripau Wealth Management
Indiana
$296K +$41.2K +1,169 +15%
WPW
73
Watershed Private Wealth
Illinois
$279K
RWP
74
Revolve Wealth Partners
New Jersey
$274K +$5.11K +145 +2%
RA
75
Ruggaard & Associates
Ohio
$266K +$56.1K +1,591 +25%