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

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.86M +$499K +16,182 +6%
TC
2
Trilogy Capital
California
$7.38M +$6.95M +225,170 New
AWM
3
AE Wealth Management
Kansas
$4.39M +$4.12M +133,430 New
SS
4
Simplicity Solutions
Minnesota
$4.37M +$4.1M +132,770 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
MCM
6
Mainstay Capital Management
Michigan
$3.96M +$3.71M +120,208 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.91M +$3.14M +101,904 +596%
Wells Fargo
8
Wells Fargo
California
$3.79M +$275K +8,900 +8%
UBS Group
9
UBS Group
Switzerland
$3.44M -$20.1K -650 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$2.53M +$208K +6,734 +10%
SPA
11
Sentinel Pension Advisors
Massachusetts
$1.73M +$1.62M +52,568 New
Jane Street
12
Jane Street
New York
$1.63M -$304K -9,852 -17%
BRWM
13
B. Riley Wealth Management
Tennessee
$1.07M +$31.8K +1,030 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.02M -$56.3K -1,824 -6%
3AM
15
3D Asset Management
Connecticut
$615K -$13.8K -448 -2%
Ameriprise
16
Ameriprise
Minnesota
$565K +$5K +162 +1%
SWP
17
Stratos Wealth Partners
Ohio
$531K +$18.9K +612 +4%
AWM
18
Apollon Wealth Management
South Carolina
$522K -$9.2K -298 -2%
CONA
19
Capital One National Association
New York
$505K +$474K +15,364 New
RJA
20
Raymond James & Associates
Florida
$407K -$44.5K -1,442 -10%
WDL
21
Well Done LLC
Michigan
$405K – – –
IAA
22
Independent Advisor Alliance
North Carolina
$388K – – –
PAG
23
Private Advisor Group
New Jersey
$327K +$88.1K +2,854 +40%
LPL Financial
24
LPL Financial
California
$300K +$31K +1,004 +12%
MNBTD
25
Moody National Bank Trust Division
Texas
$285K – – –
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