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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
$70.8M +$3.33M +79,036 +5%
Bank of America
2
Bank of America
North Carolina
$42.3M -$10.5M -249,809 -20%
Ameriprise
3
Ameriprise
Minnesota
$20.1M +$862K +20,498 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.2M +$43.7K +1,039 +0.3%
Wells Fargo
5
Wells Fargo
California
$13.9M +$146K +3,475 +1%
BRWA
6
B. Riley Wealth Advisors
Florida
$13.6M +$539K +12,813 +4%
PAG
7
Private Advisor Group
New Jersey
$12.8M -$543K -12,913 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$11.9M +283,014 New
LFA
9
Legacy Financial Advisors
Kentucky
$12M +$11.6M +275,119 New
LPL Financial
10
LPL Financial
California
$10.1M +$1.43M +34,048 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.52M -$208K -4,948 -4%
LFAS
12
Level Four Advisory Services
Texas
$5.24M -$633K -15,049 -11%
QA
13
Quantitative Advantage
Minnesota
$5.18M +$336K +7,991 +7%
KAS
14
Kestra Advisory Services
Texas
$4.63M +$4.92K +117 +0.1%
RJA
15
Raymond James & Associates
Florida
$4.56M +$698K +16,596 +19%
UBS Group
16
UBS Group
Switzerland
$4.14M +$87.2K +2,073 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.92M +$302K +7,173 +9%
JCA
18
January Capital Advisors
California
$3.81M +$3.68M +87,342 New
KFI
19
Key Financial Inc
Pennsylvania
$3.6M +$2.13M +50,735 +159%
SWP
20
ShoreHaven Wealth Partners
New Jersey
$3.42M +$1.14K +27 +0%
IC
21
IEQ Capital
California
$3.35M – – –
SPA
22
Sentinel Pension Advisors
Massachusetts
$3.13M +$32.7K +778 +1%
MCM
23
Mainstay Capital Management
Michigan
$2.9M -$252K -5,998 -8%
ACWM
24
Adams Chetwood Wealth Management
North Carolina
$2.65M +$38.8K +921 +2%
AAS
25
Ameritas Advisory Services
Nebraska
$2.45M +$2.37M +56,299 New
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