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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$255K -$60.3K -1,605 -19%
LA
252
LexAurum Advisors
Kansas
$249K -$232K -6,175 -48%
WCFA
253
Walkner Condon Financial Advisors
Wisconsin
$249K -$217K -5,767 -46%
WIA
254
World Investment Advisors
California
$244K +$35.1K +934 +16%
SMFG
255
Sumitomo Mitsui Financial Group
Japan
$237K -$78.2K -2,082 -24%
BZWA
256
Blue Zone Wealth Advisors
California
$229K +$234K +6,215 New
NP
257
NorthRock Partners
Minnesota
$228K +$233K +6,192 New
GG
258
Gofen & Glossberg
Illinois
$222K -$188 -5 -0.1%
JP Morgan Chase
259
JP Morgan Chase
New York
$214K +$195K +5,176 +805%
AWA
260
Acorn Wealth Advisors
Michigan
$211K +$215K +5,734 New
NA
261
NewEdge Advisors
Louisiana
$208K +$212K +5,630 New
Goldman Sachs
262
Goldman Sachs
New York
$207K -$241K -6,414 -53%
PFA
263
Pinnacle Family Advisors
Missouri
$206K -$152K -4,041 -42%
RJT
264
Raymond James Trust
Florida
$201K
CWM
265
Cedar Wealth Management
California
$183K +$38 +1 +0%
BWM
266
BerganKDV Wealth Management
Minnesota
$179K -$151K -4,019 -45%
EWA
267
EverSource Wealth Advisors
Alabama
$157K +$161K +4,271 New
GC
268
Garde Capital
Washington
$156K +$18.4K +490 +13%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$150K -$122K -3,259 -44%
BEI
270
Benjamin Edwards Inc
Missouri
$140K -$2.44K -65 -2%
CFGS
271
Concourse Financial Group Securities
Alabama
$137K +$35.8K +952 +34%
AIC
272
Ayalon Insurance Company
Israel
$124K -$3.27K -87 -3%
TFA
273
Transamerica Financial Advisors
Florida
$119K +$11K +293 +10%
TFGT
274
TS Financial Group (TSFG)
Illinois
$105K
WOSD
275
WFA of San Diego
California
$102K +$104K +2,771 New