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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$1.4M +$25K +639 +2%
ECM
152
Exchange Capital Management
Michigan
$1.4M +$77.8K +1,986 +6%
AWM
153
Aprio Wealth Management
Georgia
$1.38M +$329K +8,388 +29%
IWS
154
Insight Wealth Strategies
California
$1.31M -$12.1K -310 -0.9%
BAM
155
Belpointe Asset Management
Nevada
$1.2M -$366K -9,335 -23%
PVH
156
Psagot Value Holdings
Israel
$1.18M -$78.4M -1,999,801 -98%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$744K -18,987 -38%
IWM
158
IHT Wealth Management
Illinois
$1.15M -$533K -13,597 -31%
AIM
159
Arcadia Investment Management
Michigan
$1.15M +$75.2K +1,920 +7%
GWM
160
Geneos Wealth Management
Colorado
$1.14M +$351K +8,950 +41%
WPC
161
White Pine Capital
Minnesota
$1.14M -$70.9K -1,810 -6%
CAS
162
Cascadia Advisory Services
Oregon
$1.14M -$390K -9,954 -25%
MCM
163
MAI Capital Management
Ohio
$1.09M +$1.29K +33 +0.1%
CWMU
164
Caliber Wealth Management (Utah)
Utah
$1.09M +$92.7K +2,365 +9%
CRI
165
Colonial River Investments
Virginia
$1.09M +$740K +18,874 +198%
IA
166
IFP Advisors
Florida
$1.07M +$427K +10,908 +62%
KOC
167
Koss-Olinger Consulting
Florida
$1.01M +$55K +1,403 +5%
CTFG
168
Capstone Triton Financial Group
Oklahoma
$1M +$247K +6,299 +32%
DAS
169
Dynamic Advisor Solutions
Arizona
$999K +$157K +4,005 +18%
CCM
170
Condor Capital Management
New Jersey
$997K +$64.4K +1,643 +7%
PA
171
PSI Advisors
Florida
$963K -$120K -3,060 -11%
HAC
172
Harbor Advisory Corp
New Hampshire
$961K – – –
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$947K -$6.99M -178,394 -88%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$937K +$105K +2,674 +12%
CWM
175
CCG Wealth Management
California
$878K +$921K +23,514 New
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