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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Smithbridge Asset Management
Pennsylvania
$1.83M +$1.8M +43,510 New
AI
152
Atria Investments
North Carolina
$1.81M +$117K +2,829 +7%
BAM
153
Belpointe Asset Management
Nevada
$1.74M +$45.2K +1,094 +3%
CAS
154
Cascadia Advisory Services
Oregon
$1.7M -$45.3K -1,097 -3%
GEA
155
Glen Eagle Advisors
New Jersey
$1.67M +$449K +10,867 +38%
SWA
156
Sightline Wealth Advisors
Connecticut
$1.66M +$47.8K +1,156 +3%
BFG
157
Beacon Financial Group
Texas
$1.63M +$1.38M +33,430 +474%
OWA
158
Outlook Wealth Advisors
Texas
$1.63M -$38.8K -939 -2%
ATC
159
Argent Trust Co
Tennessee
$1.56M – – –
CW
160
CreativeOne Wealth
Kansas
$1.56M +$206K +4,995 +16%
WWM
161
WT Wealth Management
Arizona
$1.54M +$92K +2,226 +6%
VWA
162
Visionary Wealth Advisors
Illinois
$1.53M +$501K +12,117 +50%
CC
163
Copperleaf Capital
North Carolina
$1.52M +$9.22K +223 +0.6%
SIA
164
SkyView Investment Advisors
New Jersey
$1.5M – – –
ECM
165
Exchange Capital Management
Michigan
$1.5M +$152K +3,683 +12%
IWS
166
Insight Wealth Strategies
California
$1.49M +$212K +5,139 +17%
EH
167
Equitable Holdings
New York
$1.48M +$602K +14,560 +70%
AAS
168
Avantax Advisory Services
Texas
$1.43M +$973K +23,545 +224%
WWM
169
Western Wealth Management
Colorado
$1.37M +$751K +18,176 +127%
GRP
170
Global Retirement Partners
California
$1.3M +$683K +16,536 +114%
SPC
171
Sigma Planning Corp
Michigan
$1.27M +$1.25M +30,235 New
RVPG
172
Relative Value Partners Group
$1.27M +$1.25M +30,219 New
WPC
173
White Pine Capital
Minnesota
$1.26M +$280K +6,775 +26%
MCM
174
MAI Capital Management
Ohio
$1.23M -$29K -702 -2%
PA
175
PSI Advisors
Florida
$1.21M +$31.3K +758 +3%
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