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WisdomTree International Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62M +$2.56M +46,060 +4%
LPL Financial
2
LPL Financial
California
$42.7M -$2.95M -53,076 -7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$21.8M -$2.63M -47,184 -11%
LI
4
LRI Investments
Florida
$21M -$352K -6,315 -2%
Bank of America
5
Bank of America
North Carolina
$19.9M +$624K +11,213 +3%
Wells Fargo
6
Wells Fargo
California
$15.6M -$779K -13,987 -5%
UBS Group
7
UBS Group
Switzerland
$15.1M +$653K +11,739 +5%
VA
8
Valmark Advisers
Ohio
$10.5M +$3.2M +57,562 +46%
MWP
9
Moller Wealth Partners
$6.74M -$187K -3,359 -3%
LFA
10
Legacy Financial Advisors
Kentucky
$5.46M -$15.7M -281,784 -75%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.79M +$82.6K +1,483 +2%
JWA
12
JFS Wealth Advisors
Pennsylvania
$4.56M -$4.84K -87 -0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.52M -$111K -1,996 -2%
MWM
14
Mission Wealth Management
California
$4.47M -$286K -5,145 -6%
TFA
15
Tobias Financial Advisors
Florida
$3.71M -$34.9K -627 -1%
HSA
16
HBK Sorce Advisory
Pennsylvania
$3.46M -$8.07K -145 -0.2%
NC
17
NewSquare Capital
Pennsylvania
$3.43M +$14.1K +254 +0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.06M -$98.5K -1,770 -3%
SWM
19
Shakespeare Wealth Management
Wisconsin
$3.04M -$17.4M -312,144 -86%
SWIM
20
Smallwood Wealth Investment Management
New Jersey
$2.98M +$112K +2,009 +4%
SEI Investments
21
SEI Investments
Pennsylvania
$2.75M -$75.2K -1,351 -3%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$2.62M +$55.3K +994 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.61M +$16K +288 +0.6%
BRWA
24
B. Riley Wealth Advisors
Florida
$2.57M -$221K -3,962 -8%
KFI
25
Key Financial Inc
Pennsylvania
$2.5M +$225K +4,035 +10%