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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
$35.2M +$15.5M +466,642 +79%
Morgan Stanley
2
Morgan Stanley
New York
$14M -$1.75M -52,614 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.4M +$4.22M +126,716 +68%
LFAS
4
Level Four Advisory Services
Texas
$10.4M +$191K +5,728 +2%
Wells Fargo
5
Wells Fargo
California
$10.3M +$2.2M +65,976 +27%
Ameriprise
6
Ameriprise
Minnesota
$7.62M +$979K +29,432 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.45M +$147K +4,418 +3%
PAG
8
Private Advisor Group
New Jersey
$4.33M +$3.92M +117,734 +958%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Jane Street
10
Jane Street
New York
$3.8M +$363K +10,914 +11%
UBS Group
11
UBS Group
Switzerland
$3.72M -$1.8K -54 -0%
SMG
12
Smart Money Group
Texas
$3.62M +$3.62M +108,700 New
QA
13
Quantitative Advantage
Minnesota
$2.31M +$2.31M +69,436 New
ACWM
14
Adams Chetwood Wealth Management
North Carolina
$2.11M +$106K +3,178 +5%
SPA
15
Sentinel Pension Advisors
Massachusetts
$2.1M +$182K +5,482 +10%
MCM
16
Mainstay Capital Management
Michigan
$2.02M +$52.3K +1,572 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.5M +$1.5M +44,944 New
WDL
18
Well Done LLC
Michigan
$1.45M -$26.6K -800 -2%
T
19
TRUADVICE
Florida
$1M +$986K +29,628 New
LPL Financial
20
LPL Financial
California
$873K -$52.5K -1,578 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$868K +$867K +26,044 New
SWP
22
Stratos Wealth Partners
Ohio
$717K +$80K +2,404 +13%
WP
23
WealthPLAN Partners
Nebraska
$698K -$58K -1,744 -8%
HWM
24
Howard Wealth Management
Connecticut
$606K -$124K -3,730 -17%
HAS
25
HBW Advisory Services
California
$599K +$598K +17,972 New
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