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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
$135M +$26.2K +509 +0%
HNB
2
Huntington National Bank
Ohio
$38.7M – – –
Morgan Stanley
3
Morgan Stanley
New York
$31M +$3.64M +70,848 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$17.6M +$833K +16,220 +5%
BW
5
BIP Wealth
Georgia
$15.8M +$2.16M +42,117 +15%
KFI
6
Key Financial Inc
Pennsylvania
$14.7M +$701K +13,652 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M +$51.7K +1,007 +0.4%
LPL Financial
8
LPL Financial
California
$10.2M +$676K +13,151 +7%
CFP
9
Cascade Financial Partners
California
$9.89M -$155K -3,015 -1%
Bank of America
10
Bank of America
North Carolina
$8.43M -$352K -6,855 -4%
M&T Bank
11
M&T Bank
New York
$7.33M -$17.7K -345 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.23M -$116K -2,260 -2%
AWE
13
Avidian Wealth Enterprises
Texas
$5.84M -$605K -11,767 -9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.29M +$439K +8,538 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.46M +$347K +6,762 +8%
EFA
16
Evernest Financial Advisors
Indiana
$4.41M -$44.5K -867 -1%
PAG
17
Powers Advisory Group
Illinois
$4.1M -$49.8K -970 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.42M +$187K +3,646 +6%
CWM
19
Congress Wealth Management
Massachusetts
$3.09M +$102K +1,989 +3%
UBS Group
20
UBS Group
Switzerland
$2.84M +$95.4K +1,857 +3%
Wells Fargo
21
Wells Fargo
California
$2.41M -$5.43M -105,681 -68%
Mariner
22
Mariner
Kansas
$2.41M -$187K -3,649 -7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.36M -$53.9K -1,049 -2%
GIA
24
Gladstone Institutional Advisory
Florida
$2.05M +$135K +2,618 +7%
WA
25
Waverly Advisors
Alabama
$1.7M -$30.7K -597 -2%
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