WISDOMTREE TR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 150,680 | 1,388,076 | +1,237,396 | 1.67 | 11.79 | +10.12 | buy |
| VICTORY CAPITAL MANAGEMENT INC | 2,313,849 | 1,084,298 | +1,229,551 | 0.02 | 0.01 | -0.01 | sell |
| PARK NATIONAL CORP /OH/ | 2,627,025 | 3,283,074 | +656,049 | 3.44 | 4.29 | +0.86 | buy |
| JANUS HENDERSON GROUP PLC | 2,762,431 | 2,194,186 | +568,245 | 0.02 | 0.01 | 0.00 | sell |
| Encompass More Asset Management | 463,131 | 881,250 | +418,119 | 5.45 | 8.53 | +3.07 | buy |
| TWO SIGMA INVESTMENTS, LP | 1,231,705 | 1,624,237 | +392,532 | 0.03 | 0.04 | 0.00 | buy |
| OneDigital Investment Advisors LLC | 3,354,992 | 3,728,325 | +373,333 | 1.30 | 1.47 | +0.17 | buy |
| ExodusPoint Capital Management, LP | 814,192 | 457,224 | +356,968 | 0.12 | 0.09 | 0.00 | sell |
| Spectrum Wealth Advisory Group, LLC | 83,224 | 354,752 | +271,528 | 2.14 | 8.36 | +6.22 | buy |
| Retirement Planning Group, LLC | 2,579 | 232,026 | +229,447 | 0.01 | 0.68 | +0.67 | buy |
| Andina Capital Management, LLC | 60,755 | 286,370 | +225,615 | 2.14 | 8.13 | +5.99 | buy |
| Fiera Capital Corp | 18,829 | 207,882 | +189,053 | 0.00 | 0.03 | +0.03 | buy |
| United Asset Strategies, Inc. | 199,947 | 371,379 | +171,432 | 0.86 | 1.50 | +0.64 | buy |
| OSAIC HOLDINGS, INC. | 336,349 | 503,460 | +167,111 | 0.03 | 0.04 | +0.01 | buy |
| AlphaQuest LLC | 39,846 | 188,381 | +148,535 | 0.05 | 0.19 | 0.00 | buy |
| Baker Avenue Asset Management, LP | 69,237 | 207,359 | +138,122 | 0.09 | 0.23 | +0.14 | buy |
| Systelligence, LLC | 111,186 | 246,890 | +135,704 | 1.32 | 3.23 | +1.91 | buy |
| Leibman Financial Services, Inc. | 195,937 | 331,165 | +135,228 | 7.58 | 12.64 | +5.06 | buy |
| Waterway Wealth Management, LLC | 600,370 | 732,261 | +131,891 | 14.92 | 13.49 | -1.42 | buy |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 304,460 | 431,972 | +127,512 | 0.00 | 0.01 | +0.00 | buy |
| CONNABLE OFFICE INC | 312,643 | 436,306 | +123,663 | 2.59 | 3.60 | +1.01 | buy |
| Annex Advisory Services, LLC | 19,542 | 139,861 | +120,319 | 0.02 | 0.15 | +0.13 | buy |
| Crawford Fund Management, LLC | 573,174 | 693,174 | +120,000 | 3.88 | 5.21 | +1.32 | buy |
| Envision Financial LLC | 214,618 | 329,768 | +115,150 | 7.20 | 9.50 | +2.30 | buy |
| NORDEA INVESTMENT MANAGEMENT AB | 411,472 | 524,014 | +112,542 | 0.00 | 0.01 | +0.00 | buy |
| Alpine Bank Wealth Management | 666,906 | 778,858 | +111,952 | 4.75 | 6.29 | +1.54 | buy |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 32,500 | 133,700 | +101,200 | 0.00 | 0.01 | +0.01 | buy |
| BIP Wealth, LLC | 45,052 | 145,257 | +100,205 | 0.15 | 0.41 | +0.26 | buy |
| CLG LLC | 279,875 | 378,460 | +98,585 | 7.17 | 8.97 | +1.80 | buy |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16,291 | 107,353 | +91,062 | 0.05 | 0.31 | +0.26 | buy |
| Client First Capital LLC | 415,331 | 505,082 | +89,751 | 9.81 | 11.31 | +1.50 | buy |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 293,335 | 378,411 | +85,076 | 1.04 | 1.24 | +0.20 | buy |
| Falcon Wealth Planning | 743,594 | 824,619 | +81,025 | 3.39 | 3.42 | +0.03 | buy |
| SFM, LLC | 248,679 | 324,826 | +76,147 | 8.03 | 9.50 | +1.47 | buy |
| Intrua Financial, LLC | 394,303 | 469,554 | +75,251 | 4.74 | 4.89 | +0.15 | buy |
| Entropy Technologies, LP | 13,600 | 86,662 | +73,062 | 0.01 | 0.09 | +0.08 | buy |
| WELLS FARGO & COMPANY/MN | 1,229,915 | 1,297,118 | +67,203 | 0.01 | 0.01 | +0.00 | buy |
| Spinnaker Investment Group, LLC | 549,082 | 615,340 | +66,258 | 10.80 | 10.29 | -0.51 | buy |
| Stenger Family Office, LLC | 795,769 | 860,443 | +64,674 | 10.32 | 8.91 | -1.42 | buy |
| Maridea Wealth Management LLC | 61,716 | 125,943 | +64,227 | 0.41 | 0.52 | +0.11 | buy |
| Cetera Investment Advisers | 286,169 | 350,269 | +64,100 | 0.02 | 0.02 | -0.00 | buy |
| Keebeck Wealth Management | 81,172 | 140,637 | +59,465 | 0.54 | 0.84 | +0.30 | buy |
| Disciplina Capital Management LLC | 618,653 | 674,163 | +55,510 | 3.93 | 4.12 | +0.19 | buy |
| Quantum Portfolio Management LLC | 95,822 | 150,937 | +55,115 | 2.07 | 2.06 | -0.01 | buy |
| STIFEL FINANCIAL CORP | 790,123 | 844,525 | +54,402 | 0.04 | 0.04 | +0.00 | buy |
| Onyx Bridge Wealth Group LLC | 175,247 | 229,510 | +54,263 | 2.00 | 2.27 | +0.27 | buy |
| Regal Investment Advisors LLC | 28,554 | 82,332 | +53,778 | 0.10 | 0.25 | +0.15 | buy |
| LOOMIS SAYLES & CO L P | 91,131 | 144,731 | +53,600 | 0.01 | 0.01 | +0.00 | buy |
| Catalina Capital Group, LLC | 263,929 | 313,088 | +49,159 | 8.96 | 9.71 | +0.75 | buy |
| GenWealth Group, Inc. | 589,940 | 638,295 | +48,355 | 3.07 | 3.14 | +0.07 | buy |
| Duncan Williams Asset Management, LLC | 442,863 | 490,267 | +47,404 | 11.71 | 12.27 | +0.57 | buy |
| LEVEL FOUR ADVISORY SERVICES, LLC | 620,611 | 667,132 | +46,521 | 1.15 | 1.15 | -0.00 | buy |
| VICUS CAPITAL | 68,604 | 112,475 | +43,871 | 0.13 | 0.19 | +0.07 | buy |
| SPC Financial, Inc. | 1,054,316 | 1,095,888 | +41,572 | 3.50 | 3.41 | -0.09 | buy |
| Hennion & Walsh Asset Management, Inc. | 1,180,367 | 1,221,360 | +40,993 | 1.89 | 1.85 | -0.04 | buy |
| Ameritas Investment Partners, Inc. | 119,664 | 160,433 | +40,769 | 0.35 | 0.47 | +0.12 | buy |
| Granite Bay Wealth Management, LLC | 193,765 | 234,250 | +40,485 | 1.99 | 2.03 | +0.03 | buy |
| Vestmark Advisory Solutions, Inc. | 17,892 | 58,368 | +40,476 | 0.03 | 0.14 | +0.11 | buy |
| Melone Private Wealth, LLC | 304,769 | 345,054 | +40,285 | 7.05 | 7.20 | +0.16 | buy |
| Allen Capital Group, LLC | 156,178 | 196,127 | +39,949 | 0.82 | 0.94 | +0.12 | buy |
| Aprio Wealth Management, LLC | 224,155 | 263,485 | +39,330 | 0.87 | 0.91 | +0.04 | buy |
| Orion Porfolio Solutions, LLC | 64,246 | 25,054 | +39,192 | 0.05 | 0.02 | 0.00 | sell |
| AE Wealth Management LLC | 271,347 | 307,922 | +36,575 | 0.10 | 0.10 | +0.00 | buy |
| THEORY FINANCIAL LLC | 43,292 | 79,769 | +36,477 | 0.74 | 1.31 | +0.57 | buy |
| Mraz, Amerine & Associates, Inc. | 187,937 | 224,387 | +36,450 | 1.52 | 1.76 | +0.24 | buy |
| One Capital Management, LLC | 1,117,610 | 1,153,758 | +36,148 | 1.07 | 1.06 | -0.01 | buy |
| Belpointe Asset Management LLC | 282,059 | 317,668 | +35,609 | 0.98 | 1.08 | +0.10 | buy |
| Strategic Wealth Investment Group, LLC | 3,700 | 38,368 | +34,668 | 0.25 | 0.14 | -0.11 | buy |
| LPL Financial LLC | 1,526,904 | 1,561,515 | +34,611 | 0.02 | 0.02 | -0.00 | buy |
| Prepared Retirement Institute LLC | 236,769 | 270,876 | +34,107 | 6.28 | 6.51 | +0.22 | buy |
| GOULD ASSET MANAGEMENT LLC /CA/ | 221,876 | 255,701 | +33,825 | 1.50 | 1.80 | +0.30 | buy |
| Revolve Wealth Partners, LLC | 425,956 | 459,464 | +33,508 | 2.21 | 2.20 | -0.01 | buy |
| NVWM, LLC | 154,429 | 187,032 | +32,603 | 1.88 | 2.11 | +0.24 | buy |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 479,755 | 512,305 | +32,550 | 0.66 | 0.69 | +0.03 | buy |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 30,622 | 63,097 | +32,475 | 0.04 | 0.07 | +0.03 | buy |
| Claris Financial LLC | 16,342 | 48,804 | +32,462 | 0.63 | 1.55 | +0.92 | buy |
| WADDELL & ASSOCIATES, LLC | 946,079 | 978,139 | +32,060 | 8.46 | 7.40 | -1.05 | buy |
| HOWARD BAILEY SECURITIES, LLC | 209,432 | 240,737 | +31,305 | 2.82 | 3.03 | +0.22 | buy |
| Millburn Ridgefield LLC /DE/ | 433,341 | 464,642 | +31,301 | 0.50 | 0.49 | -0.00 | buy |
| Catalyst Capital Advisors LLC | 433,341 | 464,642 | +31,301 | 0.42 | 0.41 | -0.00 | buy |
| Fiduciary Planning LLC | 521,262 | 551,306 | +30,044 | 14.44 | 14.99 | +0.55 | buy |
| Elmwood Wealth Management, Inc. | 100,118 | 129,598 | +29,480 | 2.00 | 2.31 | +0.31 | buy |
| PINNACLE ASSOCIATES LTD | 257,358 | 286,027 | +28,669 | 0.31 | 0.34 | +0.03 | buy |
| Kestra Investment Management, LLC | 1,155,914 | 1,184,479 | +28,565 | 1.59 | 1.46 | -0.12 | buy |
| McAdam, LLC | 216,313 | 244,369 | +28,056 | 0.26 | 0.27 | +0.01 | buy |
| Guided Capital Wealth Management, LLC | 238,750 | 265,596 | +26,846 | 9.25 | 11.45 | +2.20 | buy |
| ARBOR TRUST WEALTH ADVISORS, LLC | 61,314 | 87,655 | +26,341 | 1.36 | 1.82 | +0.46 | buy |
| REGIONS FINANCIAL CORP | 4,800 | 30,246 | +25,446 | 0.00 | 0.01 | 0.00 | buy |
| GTS SECURITIES LLC | 4,957 | 30,307 | +25,350 | 0.02 | 0.12 | +0.10 | buy |
| Charis Legacy Partners, LLC | 52,484 | 77,763 | +25,279 | 4.35 | 5.83 | +1.48 | buy |
| ASPIRIANT, LLC | 65,224 | 90,157 | +24,933 | 0.17 | 0.24 | +0.07 | buy |
| New Vernon Capital Holdings II LLC | 22,015 | 46,560 | +24,545 | 1.21 | 2.74 | +1.54 | buy |
| TAGStone Capital, Inc. | 17,382 | 41,755 | +24,373 | 0.28 | 0.69 | +0.41 | buy |
| Magnolia Private Wealth, LLC | 91,001 | 115,178 | +24,177 | 3.33 | 4.20 | +0.87 | buy |
| Elwood & Goetz Wealth Advisory Group, LLC | 570,881 | 593,400 | +22,519 | 4.25 | 4.32 | +0.07 | buy |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 153,313 | 175,096 | +21,783 | 0.00 | 0.00 | +0.00 | buy |
| TOBAM | 62,150 | 83,808 | +21,658 | 0.28 | 0.42 | +0.14 | buy |
| Boyce & Associates Wealth Consulting, Inc. | 172,359 | 193,724 | +21,365 | 13.19 | 14.10 | +0.92 | buy |
| Winthrop Advisory Group LLC | 192,923 | 213,994 | +21,071 | 1.56 | 1.67 | +0.11 | buy |
| Lee-Kelleher Wealth Management | 328,329 | 349,340 | +21,011 | 17.92 | 18.73 | +0.81 | buy |