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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 +3,224 New
LK
202
Lumbard & Kellner
New Hampshire
$348K – – –
SWM
203
Spire Wealth Management
Virginia
$340K -$798 -8 -0.3%
CHAM
204
Clear Harbor Asset Management
Connecticut
$331K -$2.99K -30 -1%
AAG
205
Accordant Advisory Group
Maryland
$325K +$298K +2,991 New
FNT
206
First National Trust
Pennsylvania
$318K – – –
CCA
207
Checchi Capital Advisers
California
$317K +$798 +8 +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 -4,245 -60%
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$297K -$9.82M -98,540 -97%
GAM
212
Gotham Asset Management
New York
$285K +$262K +2,631 New
MWM
213
Modera Wealth Management
New Jersey
$285K +$262K +2,628 New
WWM
214
Western Wealth Management
Colorado
$272K +$250K +2,504 New
PIM
215
Penobscot Investment Management
Massachusetts
$271K – – –
EP
216
Edgestream Partners
New Jersey
$261K +$240K +2,406 New
IWM
217
IHT Wealth Management
Illinois
$261K +$240K +2,403 New
CM
218
Capital Management
Virginia
$244K +$224K +2,250 New
EFS
219
Essex Financial Services
Connecticut
$244K +$224K +2,245 New
IW
220
Imprint Wealth
South Carolina
$242K +$225K +2,259 New
CG
221
Cutler Group
California
$227K -$360K -3,608 -63%
BRWA
222
B. Riley Wealth Advisors
Florida
$223K +$18.2K +183 +8%
APA
223
Astoria Portfolio Advisors
New York
$217K +$200K +2,005 New
MG
224
Marex Group
$217K +$199K +2,000 New
JEST
225
JTC Employer Solutions Trustee
Jersey
$215K – – –
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