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WisdomTree Japan Hedged Equity Fund
DXJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
201
Stevard LLC
Illinois
$350K +$321K +9,672 New
LK
202
Lumbard & Kellner
New Hampshire
$348K – – –
SWM
203
Spire Wealth Management
Virginia
$340K -$798 -24 -0.3%
CHAM
204
Clear Harbor Asset Management
Connecticut
$331K -$2.99K -90 -1%
AAG
205
Accordant Advisory Group
Maryland
$325K +$298K +8,973 New
FNT
206
First National Trust
Pennsylvania
$318K – – –
CCA
207
Checchi Capital Advisers
California
$317K +$798 +24 +0.3%
SPWM
208
Schrum Private Wealth Management
Florida
$315K – – –
FFWA
209
FRG Family Wealth Advisors
Washington
$302K – – –
EFG
210
Ethos Financial Group
Pennsylvania
$301K -$423K -12,735 -60%
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$297K -$9.82M -295,620 -97%
GAM
212
Gotham Asset Management
New York
$285K +$262K +7,893 New
MWM
213
Modera Wealth Management
New Jersey
$285K +$262K +7,884 New
WWM
214
Western Wealth Management
Colorado
$272K +$250K +7,512 New
PIM
215
Penobscot Investment Management
Massachusetts
$271K – – –
EP
216
Edgestream Partners
New Jersey
$261K +$240K +7,218 New
IWM
217
IHT Wealth Management
Illinois
$261K +$240K +7,209 New
CM
218
Capital Management
Virginia
$244K +$224K +6,750 New
EFS
219
Essex Financial Services
Connecticut
$244K +$224K +6,735 New
IW
220
Imprint Wealth
South Carolina
$242K +$225K +6,777 New
CG
221
Cutler Group
California
$227K -$360K -10,824 -63%
BRWA
222
B. Riley Wealth Advisors
Florida
$223K +$18.2K +549 +8%
APA
223
Astoria Portfolio Advisors
New York
$217K +$200K +6,015 New
MG
224
Marex Group
$217K +$199K +6,000 New
JEST
225
JTC Employer Solutions Trustee
Jersey
$215K – – –
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