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WisdomTree Emerging Markets Corporate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.7M +$1.89M +28,333 +12%
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.2M +$2.52M +37,631 +21%
OAM
3
Occidental Asset Management
California
$11.2M +$2.14M +32,042 +23%
UBS Group
4
UBS Group
Switzerland
$10.7M +$321K +4,804 +3%
AFS
5
Anderson Financial Strategies
Ohio
$4.03M +$173K +2,594 +4%
KAS
6
Kestra Advisory Services
Texas
$2.07M +$239K +3,573 +13%
Jane Street
7
Jane Street
New York
$1.66M +$427K +6,390 +34%
AWM
8
AE Wealth Management
Kansas
$1.6M +$297K +4,449 +22%
SWM
9
Schwallier Wealth Management
Michigan
$1.6M +$1.63M +24,454 New
MNBTD
10
Moody National Bank Trust Division
Texas
$1.52M +$235K +3,511 +18%
VA
11
VestGen Advisors
Illinois
$709K +$468 +7 +0.1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$690K -$62.1K -929 -8%
NC
13
NewSquare Capital
Pennsylvania
$543K +$26.3K +394 +5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$512K
Jones Financial Companies
15
Jones Financial Companies
Missouri
$506K +$75K +1,122 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$487K -$63.3K -947 -11%
CWM
17
Collaborative Wealth Management
Florida
$248K -$1.38M -20,572 -84%
NFG
18
Nations Financial Group
Iowa
$221K +$226K +3,377 New
FA
19
Fermata Advisors
California
$220K -$28.3K -423 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$216K +$221K +3,303 New
FTUS
21
Flow Traders U.S.
New York
$206K -$889K -13,294 -81%
FFG
22
Forum Finance Group
$196K +$250K +3,740 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$108K -$468 -7 -0.4%
FFA
24
Frazier Financial Advisors
Ohio
$71K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$50K +$51K +763 New