We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund
DWM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.3M -$542K -9,878 -0.9%
LPL Financial
2
LPL Financial
California
$37.5M -$1.58M -28,821 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.5M +$4.76M +86,706 +23%
LI
4
LRI Investments
Florida
$20.6M – – –
Bank of America
5
Bank of America
North Carolina
$18.4M +$271K +4,938 +1%
Wells Fargo
6
Wells Fargo
California
$16.5M +$2.28M +41,507 +15%
UBS Group
7
UBS Group
Switzerland
$14.3M +$557K +10,151 +4%
VA
8
Valmark Advisers
Ohio
$13.6M +$4.12M +74,983 +41%
FTUS
9
Flow Traders U.S.
New York
$6.97M +$7.27M +132,366 New
MWP
10
Moller Wealth Partners
$6.17M – – –
Raymond James Financial
11
Raymond James Financial
Florida
$5M +$5.21M +94,979 New
LFA
12
Legacy Financial Advisors
Kentucky
$4.18M -$849K -15,456 -16%
JWA
13
JFS Wealth Advisors
Pennsylvania
$4.11M -$69K -1,257 -2%
MWM
14
Mission Wealth Management
California
$3.42M -$708K -12,895 -17%
NC
15
NewSquare Capital
Pennsylvania
$3.34M +$209K +3,816 +6%
TFA
16
Tobias Financial Advisors
Florida
$3.3M -$95.1K -1,732 -3%
HSA
17
HBK Sorce Advisory
Pennsylvania
$3.16M -$7.8K -142 -0.2%
RSWM
18
Robertson Stephens Wealth Management
California
$2.84M +$1.38M +25,186 +88%
SWIM
19
Smallwood Wealth Investment Management
New Jersey
$2.83M +$107K +1,957 +4%
EF
20
Envision Financial
Wisconsin
$2.78M +$2.89M +52,680 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.6M -$1.86M -33,967 -41%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.51M +$132K +2,396 +5%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.44M +$40.8K +743 +2%
KFI
24
Key Financial Inc
Pennsylvania
$2.41M +$124K +2,264 +5%
SEI Investments
25
SEI Investments
Pennsylvania
$2.4M -$119K -2,163 -5%
1
2 3 4 5