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WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$190K -$574K -16,590 -76%
AF
77
Advisornet Financial
Minnesota
$156K
AWM
78
Avior Wealth Management
Nebraska
$148K +$144K +4,172 +4,172%
IA
79
IFP Advisors
Florida
$92.9K +$51.9K +1,500 +1,786%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$83K +$80.5K +2,328 +17,908%
BAM
81
Belpointe Asset Management
Nevada
$82.5K -$250K -7,241 -76%
FCT
82
First Community Trust
Iowa
$70.9K
PTC
83
Private Trust Company
Ohio
$30.1K +$4.5K +130 +18%
WAM
84
Worth Asset Management
Texas
$24.1K
WT
85
Washington Trust
Rhode Island
$20.9K
FRA
86
Front Row Advisors
California
$16K
HIIFS
87
Harel Insurance Investments & Financial Services
Israel
$10K +$10K +290 New
CFD
88
Creative Financial Designs
Indiana
$7.52K
OIA
89
Optimum Investment Advisors
Illinois
$5.25K
CFGS
90
Concourse Financial Group Securities
Alabama
$4.26K
HI
91
Harbour Investments
Wisconsin
$2.09K
BAAM
92
Baker Avenue Asset Management
California
$1.84K +$1.8K +52 New
Jane Street
93
Jane Street
New York
-$2.21M -68,726 Closed
IAIM
94
International Assets Investment Management
Florida
-$3.03M -59,334 Closed
OMC
95
Old Mission Capital
Illinois
-$1.12M -34,781 Closed
CWM
96
Capital Wealth Management
Rhode Island
-$508K -15,756 Closed
SAG
97
SageView Advisory Group
California
-$374K -11,609 Closed
FZCM
98
Flynn Zito Capital Management
New York
-$301K -9,328 Closed
AWM
99
Aspire Wealth Management
Massachusetts
-$270K -8,391 Closed
FCM
100
Family Capital Management
Michigan
-$251K -7,798 Closed