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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$760K +$346K +8,378 +86%
FTS
202
Fifth Third Securities
Ohio
$758K +$40.3K +975 +6%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$742K
IA
204
IFP Advisors
Florida
$736K +$175K +4,233 +32%
LA
205
LexAurum Advisors
Kansas
$712K +$37.2K +899 +6%
HAS
206
HBW Advisory Services
California
$708K -$82.8K -2,003 -11%
CPA
207
Capital Planning Advisors
California
$674K +$662K +16,013 New
NFG
208
Next Financial Group
Texas
$660K +$265K +6,423 +69%
WB
209
Webster Bank
Connecticut
$651K +$61.2K +1,480 +11%
CFA
210
Cahill Financial Advisors
Minnesota
$618K +$189K +4,584 +45%
VHAM
211
Van Hulzen Asset Management
California
$616K +$232K +5,603 +62%
HCIA
212
Hochman Cole Investment Advisors
Illinois
$600K -$7.23K -175 -1%
FIM
213
Fernwood Investment Management
Massachusetts
$584K +$10.5K +255 +2%
MCM
214
Mengis Capital Management
Oregon
$562K +$553K +13,377 New
Creative Planning
215
Creative Planning
Kansas
$554K +$7.27K +176 +1%
BFA
216
Beacon Financial Advisory
Ohio
$544K +$57.8K +1,399 +12%
FWM
217
Frontier Wealth Management
Missouri
$537K -$239K -5,787 -31%
SI
218
Stephens Inc
Arkansas
$532K -$322K -7,801 -38%
ASN
219
Advisory Services Network
Georgia
$525K +$90.1K +2,181 +21%
US Bancorp
220
US Bancorp
Minnesota
$525K +$491K +11,876 +2,009%
PFO
221
Pathstone Family Office
New Jersey
$524K +$23.3K +563 +5%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$519K +$156K +3,775 +44%
JSL
223
JT Stratford LLC
Georgia
$517K +$119K +2,872 +30%
SFS
224
Sowell Financial Services
Arkansas
$516K -$472K -11,420 -48%
Goldman Sachs
225
Goldman Sachs
New York
$506K