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WisdomTree International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$43K – – –
BIA
102
Bell Investment Advisors
California
$42K -$1.03K -23 -2%
AIP
103
Almanack Investment Partners
Pennsylvania
$31K +$34.5K +770 New
GRP
104
Global Retirement Partners
California
$25K -$1.97K -44 -7%
AF
105
Allworth Financial
California
$22K +$224 +5 +0.9%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
TIM
107
Tortoise Investment Management
New York
$20K – – –
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$16K -$4.35K -97 -20%
PFBT
110
Parkside Financial Bank & Trust
Missouri
$9K – – –
JP Morgan Chase
111
JP Morgan Chase
New York
$9K +$4.43K +99 +83%
APA
112
American Portfolios Advisors
New York
$8.71K – – –
TFGT
113
TS Financial Group (TSFG)
Illinois
$7K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$5K -$1.3K -29 -19%
BWL
115
Bogart Wealth LLC
Virginia
$5K – – –
CCM
116
Cribstone Capital Management
Maine
$5K – – –
HI
117
Harbour Investments
Wisconsin
$5K – – –
GA
118
GoalVest Advisory
New York
$4K -$4.48K -100 -53%
PTC
119
Private Trust Company
Ohio
$3K +$3K +67 New
EW
120
Evoke Wealth
California
$1K +$672 +15 New
Bank of New York Mellon
121
Bank of New York Mellon
New York
– -$1.73M -38,157 Closed
CJFS
122
Coulter & Justus Financial Services
Tennessee
– -$591K -13,014 Closed
FT
123
Fiduciary Trust
Massachusetts
– -$379K -8,350 Closed
MWM
124
Modera Wealth Management
New Jersey
– -$377K -8,291 Closed
SPA
125
Sentinel Pension Advisors
Massachusetts
– -$226K -4,964 Closed