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WisdomTree Japan Hedged Equity Fund
DXJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
301
Capital Investment Advisors
Georgia
$239K +$2.35K +14 +1%
TNA
302
True North Advisors
Texas
$237K – – –
CNWM
303
Clay Northam Wealth Management
California
$234K – – –
IA
304
IFP Advisors
Florida
$233K +$192K +1,141 +568%
DWM
305
Diversify Wealth Management
Utah
$232K -$5.55K -33 -2%
DAS
306
Diversify Advisory Services
Utah
$232K +$220K +1,308 New
JF
307
JMN Financial
Ohio
$231K – – –
OAM
308
Occidental Asset Management
California
$227K – – –
KWM
309
Kingsview Wealth Management
Oregon
$227K +$219K +1,305 New
GRP
310
Global Retirement Partners
California
$226K +$219K +1,303 New
IA
311
IAM Advisory
Pennsylvania
$222K +$1.34K +8 +0.6%
ACP
312
Argyle Capital Partners
California
$222K – – –
CFD
313
Creative Financial Designs
Indiana
$221K +$13.1K +78 +7%
TIM
314
Tortoise Investment Management
New York
$220K -$96.6K -575 -31%
SS
315
SBI Securities
Japan
$218K +$10.9K +65 +5%
KCFA
316
Key Client Fiduciary Advisors
New Jersey
$213K +$207K +1,229 New
RWP
317
RWA Wealth Partners
Massachusetts
$209K +$203K +1,206 New
GWM
318
Goldenstone Wealth Management
California
$209K +$203K +1,205 New
HAG
319
HighPoint Advisor Group
Illinois
$207K -$64.9K -386 -24%
BP
320
Ballentine Partners
Massachusetts
$204K +$197K +1,173 New
OFP
321
OFC Financial Planning
New Jersey
$201K +$195K +1,160 New
EI
322
EFG International
$200K – – –
CWM
323
Consultiva Wealth Management
Puerto Rico
$199K – – –
LAM
324
LOM Asset Management
$198K – – –
AF
325
Advisornet Financial
Minnesota
$189K -$33.8K -201 -16%
11 12
13
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