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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beaumont Financial Advisors
Massachusetts
$780K +$3.6K +130 +0.5%
IWM
127
IHT Wealth Management
Illinois
$765K -$180K -6,496 -19%
TF
128
Tompkins Financial
New York
$763K +$70.9K +2,561 +10%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$761K +$500K +18,042 +196%
CCM
130
Condor Capital Management
New Jersey
$749K +$17.7K +638 +2%
MMM
131
Mendel Money Management
Illinois
$749K +$149K +5,383 +25%
ECM
132
Exchange Capital Management
Michigan
$735K +$28.7K +1,037 +4%
Corient Private Wealth
133
Corient Private Wealth
Florida
$727K -$284K -10,242 -28%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$720K -$61.9K -2,235 -8%
TB
135
Treynor Bancshares
Iowa
$709K -$18.6K -672 -3%
CA
136
CoreCap Advisors
Michigan
$694K +$687K +24,817 New
PWM
137
Perigon Wealth Management
California
$688K +$29.7K +1,073 +5%
HA
138
Herold Advisors
New York
$671K +$135K +4,857 +25%
WB
139
Webster Bank
Connecticut
$624K +$30.5K +1,100 +5%
CW
140
CreativeOne Wealth
Kansas
$619K -$75.6K -2,731 -11%
MCM
141
Mengis Capital Management
Oregon
$614K +$9.64K +348 +2%
AWA
142
Amplius Wealth Advisors
Pennsylvania
$568K -$693K -25,036 -55%
MFG
143
Merit Financial Group
Georgia
$567K -$172K -6,205 -23%
BCP
144
Blackhawk Capital Partners
Wisconsin
$555K -$16.5K -595 -3%
IWP
145
IAG Wealth Partners
Wisconsin
$536K -$241K -8,692 -31%
AWE
146
Avidian Wealth Enterprises
Texas
$516K +$1.27K +46 +0.2%
T
147
TRUADVICE
Florida
$505K -$40.2K -1,451 -8%
RJT
148
Raymond James Trust
Florida
$496K -$12.7K -458 -3%
TF
149
TimeScale Financial
Massachusetts
$482K +$156K +5,651 +49%
EIP
150
Ellis Investment Partners
Pennsylvania
$481K -$5.29K -191 -1%