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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DP
51
Denver PWM
Colorado
$673K +$163K +5,590 +24%
IWM
52
IHT Wealth Management
Illinois
$568K -$42.4K -1,456 -6%
CFG
53
Capstone Financial Group
Oklahoma
$563K +$283K +9,732 +73%
MFG
54
Merit Financial Group
Georgia
$544K +$649K +22,291 New
MWA
55
MFA Wealth Advisors
Pennsylvania
$500K +$612K +21,017 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$497K -$102K -3,493 -15%
PAS
57
Partnervest Advisory Services
California
$472K +$352K +12,067 +167%
ATC
58
Argent Trust Co
Tennessee
$469K +$559K +19,198 New
SF
59
Synovus Financial
Georgia
$467K +$559K +19,176 New
Prudential Financial
60
Prudential Financial
New Jersey
$464K +$553K +19,000 New
Northern Trust
61
Northern Trust
Illinois
$393K +$469K +16,100 New
HCIA
62
Hochman Cole Investment Advisors
Illinois
$350K +$39.5K +1,355 +10%
AW
63
ACG Wealth
Georgia
$344K +$9K +309 +2%
BPB
64
Badgley, Phelps & Bell
Washington
$340K +$405K +13,920 New
RA
65
RFG Advisory
Alabama
$336K -$20.1K -690 -5%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$302K +$365K +12,522 +33,843%
VA
67
Valmark Advisers
Ohio
$296K +$353K +12,119 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$292K +$348K +11,946 New
GWM
69
Geneos Wealth Management
Colorado
$287K +$350K +12,014 New
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$231K
JFGLC
71
Johnson Financial Group LLC (Colorado)
Colorado
$224K +$268K +9,185 New
DAS
72
Dynamic Advisor Solutions
Arizona
$216K -$33.4K -1,146 -11%
CAG
73
Csenge Advisory Group
Florida
$216K +$258K +8,841 New
BCI
74
Brinker Capital Investments
Pennsylvania
$208K
WB
75
Webster Bank
Connecticut
$138K +$165K +5,680 New