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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
$148M -$1.53M -28,777 -1%
HNB
2
Huntington National Bank
Ohio
$43.5M – – –
Morgan Stanley
3
Morgan Stanley
New York
$38.2M +$3.48M +65,367 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$19.8M +$190K +3,576 +1%
BW
5
BIP Wealth
Georgia
$17.8M +$198K +3,721 +1%
KFI
6
Key Financial Inc
Pennsylvania
$16.8M +$385K +7,246 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.9M +$361K +6,791 +3%
CFP
8
Cascade Financial Partners
California
$11.9M +$860K +16,178 +8%
Bank of America
9
Bank of America
North Carolina
$10.3M +$855K +16,082 +9%
LPL Financial
10
LPL Financial
California
$10.2M -$1.11M -20,958 -10%
M&T Bank
11
M&T Bank
New York
$8.31M +$135K +2,547 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.71M -$220K -4,131 -3%
AWE
13
Avidian Wealth Enterprises
Texas
$6.51M +$2.71K +51 +0%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.35M +$443K +8,328 +8%
EFA
15
Evernest Financial Advisors
Indiana
$4.77M -$136K -2,550 -3%
PAG
16
Powers Advisory Group
Illinois
$4.5M -$58.4K -1,098 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.49M -$312K -5,861 -8%
UBS Group
18
UBS Group
Switzerland
$3.44M +$269K +5,054 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.01M -$1.89M -35,519 -39%
CWM
20
Congress Wealth Management
Massachusetts
$2.99M -$428K -8,049 -13%
Wells Fargo
21
Wells Fargo
California
$2.57M -$114K -2,146 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.48M -$139K -2,617 -5%
GIA
23
Gladstone Institutional Advisory
Florida
$2.44M +$155K +2,916 +7%
Mariner
24
Mariner
Kansas
$2.2M -$467K -8,792 -18%
AI
25
Atria Investments
North Carolina
$2.02M +$231K +4,351 +13%
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