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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$980K -$206K -5,492 -17%
HAC
177
Harbor Advisory Corp
New Hampshire
$949K
KOC
178
Koss-Olinger Consulting
Florida
$942K -$53.6K -1,425 -5%
T
179
TRUADVICE
Florida
$905K +$124K +3,289 +15%
KM
180
Kalos Management
Georgia
$893K +$64.7K +1,722 +8%
CWM
181
Collaborative Wealth Management
Florida
$888K +$906K +24,097 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$884K -$44.7K -1,190 -5%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$874K -$565K -15,045 -39%
C
184
CEDRUS
Colorado
$861K +$878K +23,357 New
CJFS
185
Coulter & Justus Financial Services
Tennessee
$854K +$871K +23,188 New
IWM
186
IHT Wealth Management
Illinois
$853K -$283K -7,533 -25%
AR
187
Apeiron RIA
Texas
$822K +$839K +22,317 New
CPIG
188
Chicago Partners Investment Group
Illinois
$804K +$35.8K +953 +4%
IWC
189
Integrated Wealth Concepts
Massachusetts
$803K -$2.03M -54,008 -71%
SPI
190
Sutton Place Investors
New York
$791K +$806K +21,455 New
WB
191
Webster Bank
Connecticut
$784K +$217K +5,780 +37%
FTS
192
Fifth Third Securities
Ohio
$758K +$72.3K +1,924 +10%
PA
193
PFG Advisors
Arizona
$747K +$77.5K +2,062 +11%
MBT
194
Montecito Bank & Trust
California
$728K -$8.04K -214 -1%
MMM
195
Mendel Money Management
Illinois
$692K -$19.2K -512 -3%
SAM
196
Strategic Asset Management
Minnesota
$688K -$133K -3,546 -16%
BTWM
197
Baker Tilly Wealth Management
Wisconsin
$679K -$158K -4,194 -19%
CPA
198
Capital Planning Advisors
California
$647K +$14.1K +376 +2%
CFA
199
Cahill Financial Advisors
Minnesota
$639K +$70.1K +1,865 +12%
EIP
200
Ellis Investment Partners
Pennsylvania
$634K +$19.1K +508 +3%