WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Note: Option positions (PUT/CALL) are excluded.

New Positions (20)

Increased Positions (62)

SENTINEL WEALTH MANAGEMENT, INC.
Value ($000) $4,514 (+8.6%) Shares 115,678 (+5.6%)
Michael S. Ryan, Inc.
Value ($000) $18,335 (+4.2%) Shares 469,895 (+1.3%)
Elwood & Goetz Wealth Advisory Group, LLC
Value ($000) $23,733 (+5.4%) Shares 608,214 (+2.5%)
CASTLEKEEP INVESTMENT ADVISORS LLC
Value ($000) $3,508 (+35.6%) Shares 89,902 (+31.8%)
Addison Capital Co
Value ($000) $4,578 (+62.6%) Shares 117,312 (+58.1%)
INVENIO WEALTH PARTNERS LLC
Value ($000) $7,956 (+3.9%) Shares 203,895 (+1.0%)
Leo Wealth, LLC
Value ($000) $2,477 (+653.4%) Shares 63,446 (+632.2%)
Blackhawk Capital Partners LLC.
Value ($000) $1,685 (+28.4%) Shares 43,193 (+24.8%)
HOWARD FINANCIAL SERVICES, LTD.
Value ($000) $11,962 (+4.5%) Shares 306,566 (+1.6%)
Pallas Capital Advisors LLC
Value ($000) $21,027 (+9.2%) Shares 538,868 (+6.2%)
Valmark Advisers, Inc.
Value ($000) $66,539 (+5.6%) Shares 1,705,257 (+2.7%)
Merit Financial Group, LLC
Value ($000) $5,710 (+1716.4%) Shares 146,326 (+1666.2%)
FIRST FINANCIAL CORP /IN/
Value ($000) $1,091 (+12.1%) Shares 27,972 (+9.0%)
Smartleaf Asset Management LLC
Value ($000) $3,878 (+28.3%) Shares 99,079 (+24.1%)
DRIVE WEALTH MANAGEMENT, LLC
Value ($000) $1,935 (+11.6%) Shares 49,588 (+8.5%)
Oxinas Partners Wealth Management LLC
Value ($000) $1,426 (+5.1%) Shares 36,533 (+2.2%)
B. Riley Wealth Advisors, Inc.
Value ($000) $4,352 (+14.3%) Shares 111,542 (+11.2%)
Security Financial Services, INC.
Value ($000) $778 (+23.5%) Shares 19,941 (+20.0%)
Equitable Holdings, Inc.
Value ($000) $3,875 (+85.1%) Shares 99,301 (+80.0%)
OMNI 360 Wealth, Inc.
Value ($000) $567 (+12.5%) Shares 13,860 (+4.4%)

Decreased Positions (78)

HOWARD BAILEY SECURITIES, LLC
Value ($000) $675 (-91.6%) Shares 17,300 (-91.9%)
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
Value ($000) $10,272 (-61.9%) Shares 263,253 (-63.1%)
OneDigital Investment Advisors LLC
Value ($000) $29,760 (-79.0%) Shares 762,687 (-79.5%)
Beaumont Capital Management, LLC
Value ($000) $4,098 (+0.3%) Shares 105,025 (-2.5%)
Warren Street Wealth Advisors, LLC
Value ($000) $22,032 (+0.2%) Shares 564,622 (-2.5%)
AMERICAN FINANCIAL & TAX STRATEGIES INC
Value ($000) $9,788 (-1.0%) Shares 250,836 (-3.7%)
CROBAN
Value ($000) $279 (-84.0%) Shares 7,142 (-84.5%)
WEALTH MANAGEMENT RESOURCES, INC.
Value ($000) $12,360 (+1.8%) Shares 316,760 (-1.1%)
Evergreen Private Wealth LLC
Value ($000) $6,629 (-0.0%) Shares 169,899 (-2.8%)
LODESTAR PRIVATE ASSET MANAGEMENT LLC
Value ($000) $9,399 (-19.9%) Shares 240,888 (-22.1%)
MEITAV INVESTMENT HOUSE LTD
Value ($000) $22,530 (-49.7%) Shares 577,406 (-51.1%)
EVERMAY WEALTH MANAGEMENT LLC
Value ($000) $5,227 (-29.4%) Shares 133,952 (-31.3%)
SK Wealth Management, LLC
Value ($000) $3,392 (-0.1%) Shares 79,859 (-9.8%)
Transamerica Financial Advisors, Inc.
Value ($000) $14,097 (-5.8%) Shares 361,264 (-8.4%)
GOULD ASSET MANAGEMENT LLC /CA/
Value ($000) $9,721 (+0.2%) Shares 249,131 (-2.6%)
Sloy Dahl & Holst, LLC
Value ($000) $8,912 (-1.9%) Shares 228,393 (-4.6%)
WESCAP Management Group, Inc.
Value ($000) $6,979 (+1.7%) Shares 178,859 (-1.1%)
Grove Street Fiduciary, LLC
Value ($000) $393 (-23.3%) Shares 10,073 (-25.4%)
Koss-Olinger Consulting, LLC
Value ($000) $1,150 (-30.3%) Shares 29,483 (-38.4%)
Premier Path Wealth Partners, LLC
Value ($000) $3,218 (-5.2%) Shares 82,466 (-7.8%)