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WisdomTree International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.7M -$8.89M -175,924 -13%
LPL Financial
2
LPL Financial
California
$35.8M +$1.2M +23,702 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$22.2M +$1.23M +24,304 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.8M +$91.7K +1,815 +0.5%
MHS
5
M Holdings Securities
Oregon
$17.2M -$1.24M -24,627 -7%
Bank of America
6
Bank of America
North Carolina
$15.3M +$81.9K +1,620 +0.5%
LFA
7
Legacy Financial Advisors
Kentucky
$14.7M +$14.1M +278,594 +1,890%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$13.7M +271,241 New
Wells Fargo
9
Wells Fargo
California
$13.1M -$494K -9,784 -4%
UBS Group
10
UBS Group
Switzerland
$12.7M +$719K +14,234 +6%
TFA
11
Tobias Financial Advisors
Florida
$10M +$121K +2,387 +1%
FWP
12
Falcon Wealth Planning
California
$9.81M +$437K +8,653 +5%
HSA
13
HBK Sorce Advisory
Pennsylvania
$6.81M -$3.85M -76,263 -36%
VA
14
Valmark Advisers
Ohio
$6.2M +$1.15M +22,678 +22%
MWP
15
Moller Wealth Partners
$6.07M -$327K -6,464 -5%
MWM
16
Mission Wealth Management
California
$5.1M -$710K -14,040 -12%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.74M -$2.09M -41,403 -30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.47M +$221K +4,380 +5%
DWMG
19
DB Wealth Management Group
California
$4.36M -$186K -3,681 -4%
AWM
20
AE Wealth Management
Kansas
$3.86M -$255K -5,040 -6%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.81M -$316K -6,257 -8%
CIS
22
Connors Investor Services
Pennsylvania
$3.69M -$29.8K -590 -0.8%
OMC
23
Old Mission Capital
Illinois
$3.64M +$2.54M +50,317 +224%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.59M -$14K -277 -0.4%
JWA
25
JFS Wealth Advisors
Pennsylvania
$3.29M -$203K -4,022 -6%