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WisdomTree International Equity Fund
DWM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.2M -$2.75M -55,072 -5%
LPL Financial
2
LPL Financial
California
$36.9M +$2.39M +47,869 +7%
OWA
3
Octavia Wealth Advisors
Ohio
$22.7M +$1.33M +26,580 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.6M +$459K +9,195 +2%
MHS
5
M Holdings Securities
Oregon
$17.7M +$1.12M +22,367 +7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$17.4M +$4.45M +89,044 +33%
LFA
7
Legacy Financial Advisors
Kentucky
$17.2M +$3.14M +62,861 +21%
Bank of America
8
Bank of America
North Carolina
$15.1M +$303K +6,058 +2%
Wells Fargo
9
Wells Fargo
California
$12.9M +$258K +5,165 +2%
UBS Group
10
UBS Group
Switzerland
$12.4M +$176K +3,528 +1%
OMC
11
Old Mission Capital
Illinois
$8.3M +$4.94M +98,757 +136%
VA
12
Valmark Advisers
Ohio
$5.91M -$79.1K -1,582 -1%
MWP
13
Moller Wealth Partners
$5.87M – – –
FTUS
14
Flow Traders U.S.
New York
$4.78M +$2.91M +58,185 +143%
MWM
15
Mission Wealth Management
California
$4.65M -$286K -5,719 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.54M -$40.7K -814 -0.9%
DWMG
17
DB Wealth Management Group
California
$4.44M +$230K +4,597 +5%
HSA
18
HBK Sorce Advisory
Pennsylvania
$4.36M -$2.3M -46,083 -34%
TFA
19
Tobias Financial Advisors
Florida
$4.11M -$5.78M -115,616 -58%
JWA
20
JFS Wealth Advisors
Pennsylvania
$4.11M +$961K +19,232 +29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.08M -$241K -4,823 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.67M +$210K +4,204 +6%
AWM
23
AE Wealth Management
Kansas
$3.63M -$105K -2,103 -3%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.58M -$105K -2,104 -3%
FWP
25
Falcon Wealth Planning
California
$3.46M -$6.22M -124,502 -63%
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