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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M +$4.83M +173,772 +12%
GBBWRPM
2
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42.6M +$4.2M +151,093 +11%
Bank of America
3
Bank of America
North Carolina
$27.6M +$8.38M +301,440 +46%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$16.7M – – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.1M +$11.8M +424,639 +670%
BFA
6
Beaumont Financial Advisors
Massachusetts
$13.2M +$8.58M +308,502 +205%
TF
7
Tompkins Financial
New York
$12.5M +$563K +20,238 +5%
LPL Financial
8
LPL Financial
California
$9.83M -$191K -6,877 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.8M +$173K +6,235 +2%
BFG
10
Bouchey Financial Group
New York
$7.48M -$42.8K -1,540 -0.6%
Stifel Financial
11
Stifel Financial
Missouri
$6.65M +$610K +21,955 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.5M +$1.6M +57,687 +34%
UBS Group
13
UBS Group
Switzerland
$4.52M +$958K +34,440 +28%
SI
14
Stephens Inc
Arkansas
$2.6M +$28 +1 +0%
IDA
15
Intelligence Driven Advisers
California
$2.29M +$462K +16,606 +26%
S
16
Surevest
California
$2.12M -$75.2K -2,706 -4%
SPIA
17
Steward Partners Investment Advisory
New York
$2.11M -$319K -11,470 -14%
FAIM
18
Financial Advocates Investment Management
Washington
$1.43M -$8.34K -300 -0.6%
AG
19
Advisor Group
Arizona
$1.13M +$473K +16,995 +76%
FWM
20
Frontier Wealth Management
Missouri
$937K +$241K +8,669 +36%
SWM
21
Segment Wealth Management
Texas
$854K +$824K +29,620 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$800K +$109K +3,926 +16%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$742K +$490K +17,625 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$730K +$679K +24,420 +2,859%
IWM
25
IHT Wealth Management
Illinois
$713K +$165K +5,936 +32%
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