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WisdomTree Emerging Markets Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Trilogy Capital
California
$62.4M +$3.38M +99,540 +6%
LPL Financial
2
LPL Financial
California
$10.8M +$1.37M +40,246 +14%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$2.48M +73,152 +29%
T
4
Tidemark
California
$7.49M -$658K -19,373 -8%
KAS
5
Kestra Advisory Services
Texas
$6.53M -$1.01M -29,901 -13%
Jane Street
6
Jane Street
New York
$4.52M +$3.58M +105,508 +339%
WFP
7
Welch Financial Planning
Colorado
$4.07M +$124K +3,653 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.95M +$633K +18,645 +25%
GCA
9
Greenwood Capital Associates
South Carolina
$1.44M +$210K +6,197 +17%
OMC
10
Old Mission Capital
Illinois
$1.19M +$1.22M +35,992 New
Stifel Financial
11
Stifel Financial
Missouri
$1.04M +$6.25K +184 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$803K +$337K +9,934 +69%
UAG
13
United Advisor Group
Ohio
$768K +$75.3K +2,220 +11%
Raymond James Financial
14
Raymond James Financial
Florida
$491K +$200K +5,887 +66%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$358K +$3.7K +109 +1%
IAA
16
Independent Advisor Alliance
North Carolina
$326K +$335K +9,856 New
SWP
17
Stratos Wealth Partners
Ohio
$276K +$282K +8,322 New
GWP
18
Gateway Wealth Partners
Wisconsin
$212K +$217K +6,400 New
Wells Fargo
19
Wells Fargo
California
$193K +$198K +5,826 +582,600%
CVM
20
Cheviot Value Management
California
$153K
IA
21
IFP Advisors
Florida
$76K
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$24.8K +$102 +3 +0.4%
PGAM
23
Princeton Global Asset Management
New Jersey
$13.7K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.04K +$9.27K +273 New
SRCM
25
Signature Resources Capital Management
California
$7.45K +$7.64K +225 New