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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
$27M -$52.8M -1,712,733 -67%
Bank of America
2
Bank of America
North Carolina
$25M -$2.15M -69,610 -8%
Ameriprise
3
Ameriprise
Minnesota
$24M +$7.12M +231,032 +46%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.4M +$8.75M +283,754 +82%
LFA
5
Legacy Financial Advisors
Kentucky
$12.9M +$644K +20,878 +5%
LPL Financial
6
LPL Financial
California
$11.8M +$57.9K +1,878 +0.5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$772K +25,044 +8%
KFI
8
Key Financial Inc
Pennsylvania
$8.71M – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.27M +$923K +29,950 +13%
KAS
10
Kestra Advisory Services
Texas
$7.62M +$3.38M +109,618 +86%
UBS Group
11
UBS Group
Switzerland
$7.06M +$180K +5,845 +3%
SWP
12
ShoreHaven Wealth Partners
New Jersey
$5.33M -$163K -5,274 -3%
QA
13
Quantitative Advantage
Minnesota
$5.2M +$609K +19,749 +14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.16M +$266K +8,633 +6%
Wells Fargo
15
Wells Fargo
California
$4.45M -$752K -24,392 -15%
C
16
CEDRUS
Colorado
$3.89M +$359K +11,651 +11%
IAIM
17
International Assets Investment Management
Florida
$3.03M +$1.83M +59,334 New
SL
18
Systelligence LLC
Minnesota
$3M -$469K -15,206 -14%
KW
19
KWB Wealth
California
$2.95M -$216K -7,014 -7%
CAN
20
Cetera Advisor Networks
California
$2.91M +$261K +8,464 +10%
LFAS
21
Level Four Advisory Services
Texas
$2.89M -$74.5K -2,416 -3%
AAS
22
Ameritas Advisory Services
Nebraska
$2.59M +$417K +13,522 +20%
BRWA
23
B. Riley Wealth Advisors
Florida
$2.56M -$798K -25,893 -25%
SPA
24
Sentinel Pension Advisors
Massachusetts
$2.56M +$121K +3,939 +5%
IC
25
IEQ Capital
California
$2.48M – – –
1
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