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WisdomTree True Developed International Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$121M +$7.69M +161,985 +7%
HNB
2
Huntington National Bank
Ohio
$11.9M
Morgan Stanley
3
Morgan Stanley
New York
$10.1M -$58K -1,221 -0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.06M +$1.09M +23,063 +19%
PV
5
Private Vista
Illinois
$7.04M -$2.66M -56,058 -28%
Bank of America
6
Bank of America
North Carolina
$6.25M +$75.7K +1,594 +1%
Wells Fargo
7
Wells Fargo
California
$6.17M +$287K +6,053 +5%
UBS Group
8
UBS Group
Switzerland
$6.08M +$261K +5,495 +5%
BWM
9
Baystate Wealth Management
Massachusetts
$5.52M -$288K -6,071 -5%
BFG
10
Beacon Financial Group
Texas
$5.26M +$70.3K +1,481 +1%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.83M +$169K +3,566 +5%
UCFA
12
United Capital Financial Advisors
Texas
$3.53M -$1.28M -26,928 -27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.4M +$747K +15,731 +29%
AWE
14
Avidian Wealth Enterprises
Texas
$3.16M +$423K +8,918 +16%
SFG
15
StrategIQ Financial Group
Indiana
$3.13M +$7.69K +162 +0.3%
SEIA
16
Signature Estate & Investment Advisors
California
$2.61M -$97.7K -2,058 -4%
CIM
17
Corda Investment Management
Texas
$2.39M -$186K -3,915 -7%
KFI
18
Key Financial Inc
Pennsylvania
$2.13M +$2.07M +43,574 New
EAM
19
Evanson Asset Management
California
$1.72M -$212K -4,460 -11%
LPL Financial
20
LPL Financial
California
$1.67M +$1.18M +24,830 +270%
FAAS
21
First Allied Advisory Services
California
$1.67M +$1.55M +32,565 +2,421%
TNB
22
TCF National Bank
South Dakota
$1.66M +$37K +780 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M +$515K +10,854 +54%
AR
24
Advisory Research
Illinois
$1.5M
PWM
25
PBMares Wealth Management
Virginia
$1.4M +$1.35M +28,514 New