DNL icon

WisdomTree Global ex-U.S. Quality Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
101
Sage Mountain Advisors
Georgia
$15.6K – – –
CA
102
CoreCap Advisors
Michigan
$13.6K -$20.7K -550 -59%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$10K – – –
FFA
104
Farther Finance Advisors
California
$7.45K – – –
T
105
Transce3nd
Texas
$5.4K +$5.64K +150 New
OIA
106
Optimum Investment Advisors
Illinois
$5.33K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$4.45K – – –
HI
108
Harbour Investments
Wisconsin
$4.35K +$2.33K +62 +105%
CFD
109
Creative Financial Designs
Indiana
$4.14K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$736 – – –
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
– -$2.28M -57,970 Closed
KW
112
KWB Wealth
California
– -$516K -13,198 Closed
SFS
113
Sowell Financial Services
Arkansas
– -$501K -12,722 Closed
BRWA
114
B. Riley Wealth Advisors
Florida
– -$419K -10,722 Closed
Corient Private Wealth
115
Corient Private Wealth
Florida
– -$286K -7,264 Closed
VCP
116
Verus Capital Partners
Arizona
– -$227K -5,760 Closed
JWCA
117
J.W. Cole Advisors
Florida
– -$218K -5,544 Closed
SIAS
118
Summit Investment Advisory Services
Minnesota
– -$207K -5,259 Closed
NRI
119
NFP Retirement Inc
California
– -$207K -5,255 Closed
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
– -$99.5K -2,525 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
– -$32.8K -940 Closed
NFA
122
Northwest Financial Advisors
Virginia
– -$11.5K -292 Closed
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
– -$4K -112 Closed