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WisdomTree True Developed International Fund
DOL

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$115M +$3.46M +71,282 +3%
HNB
2
Huntington National Bank
Ohio
$28.3M -$1.01M -20,747 Closed
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$216K -4,448 -2%
KFI
4
Key Financial Inc
Pennsylvania
$7.86M +$930K +19,127 +14%
M&T Bank
5
M&T Bank
New York
$7.63M +$3.5M +72,033 +88%
Bank of America
6
Bank of America
North Carolina
$6.87M +$210K +4,316 +3%
AWE
7
Avidian Wealth Enterprises
Texas
$6.41M +$627K +12,911 +11%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$5.08M -$714K -14,702 -12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.54M +$161K +3,311 +4%
EFA
10
Evernest Financial Advisors
Indiana
$4.24M +$4.23M +87,031 New
UBS Group
11
UBS Group
Switzerland
$4.07M +$112K +2,313 +3%
BWM
12
Baystate Wealth Management
Massachusetts
$3.7M +$9.96K +205 +0.3%
PAG
13
Powers Advisory Group
Illinois
$3.35M +$3.3M +67,818 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.18M +$206K +4,247 +7%
CAN
15
Cetera Advisor Networks
California
$2.62M +$165K +3,391 +7%
SFG
16
StrategIQ Financial Group
Indiana
$2.56M -$22.9K -472 -0.9%
CWM
17
Congress Wealth Management
Massachusetts
$2.37M +$2.33M +47,960 New
LPL Financial
18
LPL Financial
California
$2.13M +$203K +4,187 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.04M +$1.16M +23,925 +138%
Wells Fargo
20
Wells Fargo
California
$1.84M -$49.7K -1,023 -3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$95.1K -1,957 -6%
CIM
22
Corda Investment Management
Texas
$1.44M -$131K -2,693 -8%
TFA
23
Tobias Financial Advisors
Florida
$1.44M +$1.41M +29,093 New
AR
24
Advisory Research
Illinois
$1.28M – – –
HighTower Advisors
25
HighTower Advisors
Illinois
$1.23M -$126K -2,596 -9%
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