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WisdomTree International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.8M +$8.02M +179,593 +15%
LPL Financial
2
LPL Financial
California
$31M +$9.95M +222,696 +51%
HSA
3
HBK Sorce Advisory
Pennsylvania
$23.2M -$43.9M -981,545 -67%
SWM
4
Shakespeare Wealth Management
Wisconsin
$18.9M +$1.04M +23,293 +6%
MHS
5
M Holdings Securities
Oregon
$17.3M -$572K -12,794 -3%
OWA
6
Octavia Wealth Advisors
Ohio
$16.9M +$2.05M +45,847 +15%
Bank of America
7
Bank of America
North Carolina
$14.3M -$964K -21,571 -7%
Wells Fargo
8
Wells Fargo
California
$12M +$1.46M +32,715 +15%
UBS Group
9
UBS Group
Switzerland
$10.3M -$3.57M -79,829 -27%
TFA
10
Tobias Financial Advisors
Florida
$9.14M +$508K +11,371 +6%
FWP
11
Falcon Wealth Planning
California
$8.21M +$444K +9,943 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.27M +$662K +14,807 +13%
MWP
13
Moller Wealth Partners
$6.07M -$976K -21,835 -14%
MWM
14
Mission Wealth Management
California
$5.67M -$1.15M -25,839 -18%
FTUS
15
Flow Traders U.S.
New York
$5.28M +$4.4M +98,537 +719%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.21M +$17.6K +393 +0.4%
VA
17
Valmark Advisers
Ohio
$4.57M +$316K +7,064 +8%
DWMG
18
DB Wealth Management Group
California
$4.21M +$4M +89,509 New
AWM
19
AE Wealth Management
Kansas
$3.89M -$609K -13,636 -14%
TCMP
20
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.89M -$604K -13,525 -14%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.43M -$55.7K -1,247 -2%
PWPS
22
Pinnacle Wealth Planning Services
Ohio
$3.32M -$2.5M -56,044 -44%
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.27M +$83.2K +1,863 +3%
CIS
24
Connors Investor Services
Pennsylvania
$3.25M -$47.1K -1,055 -2%
IFG
25
Independent Financial Group
California
$2.84M +$126K +2,825 +5%