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WisdomTree International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$906K +$3.34K +60 +0.4%
MAM
52
McLean Asset Management
Virginia
$895K -$19.8K -355 -2%
PMG
53
ProVise Management Group
Florida
$890K -$14.1K -253 -2%
DC
54
Davenport & Co
Virginia
$880K -$19.9K -357 -2%
FWP
55
Falcon Wealth Planning
California
$815K +$8.63K +155 +1%
HighTower Advisors
56
HighTower Advisors
Illinois
$784K -$77.2K -1,387 -9%
CW
57
CreativeOne Wealth
Kansas
$758K +$734K +13,178 New
IF
58
Intrua Financial
Texas
$693K
MWM
59
Modera Wealth Management
New Jersey
$684K -$31.5K -565 -5%
KFP
60
KMG Fiduciary Partners
Ohio
$648K +$2.9K +52 +0.5%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$586K -$173K -3,102 -23%
SPIA
62
Steward Partners Investment Advisory
New York
$536K -$1.67K -30 -0.3%
KWM
63
Kingsview Wealth Management
Oregon
$532K
PFG
64
Pinnacle Financial Group
Illinois
$433K +$111 +2 +0%
LGWM
65
Litman Gregory Wealth Management
California
$403K
ACG
66
Allen Capital Group
Nebraska
$395K
CASB
67
Cape Ann Savings Bank
Massachusetts
$391K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$371K
IWA
69
Inspirion Wealth Advisors
Illinois
$345K
TTWM
70
TCV Trust & Wealth Management
Virginia
$333K
HWM
71
Howard Wealth Management
Connecticut
$323K
RIM
72
Rockbridge Investment Management
New York
$311K -$3.34K -60 -1%
MFS
73
McNamara Financial Services
Massachusetts
$298K -$390 -7 -0.1%
GIA
74
Gladstone Institutional Advisory
Florida
$282K -$111K -1,998 -29%
GFS
75
GYL Financial Synergies
Connecticut
$271K +$7.79K +140 +3%