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

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.8M +$30M +766,398 +106%
Bank of America
2
Bank of America
North Carolina
$49.1M +$4.25M +108,428 +9%
Ameriprise
3
Ameriprise
Minnesota
$14.3M +$1.55M +39,616 +12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.49M +37,924 +12%
LFAS
5
Level Four Advisory Services
Texas
$12.3M +$1.33M +34,082 +12%
BRWA
6
B. Riley Wealth Advisors
Florida
$10.7M +$853K +21,786 +9%
PAG
7
Private Advisor Group
New Jersey
$10.5M +$857K +21,882 +9%
Wells Fargo
8
Wells Fargo
California
$8.88M +$80K +2,042 +0.9%
SPA
9
Sentinel Pension Advisors
Massachusetts
$7.77M +$7.84M +200,288 +303%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.36M +$262K +6,698 +4%
LPL Financial
11
LPL Financial
California
$4.85M +$627K +15,998 +15%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
KAS
13
Kestra Advisory Services
Texas
$4.07M +$4.11M +104,834 New
UBS Group
14
UBS Group
Switzerland
$3.54M +$63.4K +1,620 +2%
QA
15
Quantitative Advantage
Minnesota
$3.37M +$439K +11,220 +15%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$3.16M +$69.6K +1,776 +2%
ACWM
17
Adams Chetwood Wealth Management
North Carolina
$2.63M -$116K -2,970 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$2.48M +$2.5M +63,794 New
MCM
19
Mainstay Capital Management
Michigan
$2.47M +$165K +4,202 +7%
WDL
20
Well Done LLC
Michigan
$1.68M +$4.62K +118 +0.3%
RJA
21
Raymond James & Associates
Florida
$1.57M +$554K +14,140 +54%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.33M +$309K +7,882 +30%
AIC
23
Ameritas Investment Company
Nebraska
$1.1M +$1.11M +28,390 New
CWM
24
Collaborative Wealth Management
Florida
$1.03M +$2.04M +52,104 New
HWM
25
Howard Wealth Management
Connecticut
$1.03M +$359K +9,164 +53%
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