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WisdomTree US LargeCap Dividend Fund
DLN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 395 M +USD 20.7 M +219,333 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
USD 336 M -USD 17.3 M -183,063 -5%
Morgan Stanley
3
Morgan Stanley
New York
USD 283 M +USD 6.43 M +68,074 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 252 M +USD 2.32 M +24,520 +0.9%
Ameriprise
5
Ameriprise
Minnesota
USD 235 M +USD 49.1 M +520,096 +27%
Great Valley Advisor Group
6
Great Valley Advisor Group
Delaware
USD 142 M +USD 12.3 M +130,444 +10%
Creative Planning
7
Creative Planning
Kansas
USD 129 M -USD 2.71 M -28,648 -2%
UBS Group
8
UBS Group
Switzerland
USD 127 M -USD 47.4 k -502 -0%
Trilogy Capital
9
Trilogy Capital
California
USD 115 M +USD 2.98 M +31,586 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
USD 105 M +USD 8.28 M +87,643 +9%
Evercore Wealth Management
11
Evercore Wealth Management
New York
USD 100 M -USD 1.04 M -10,966 -1%
Bank of America
12
Bank of America
North Carolina
USD 100 M -USD 16.7 M -176,372 -15%
Clearstead Advisors
13
Clearstead Advisors
Ohio
USD 90.8 M -USD 3.18 M -33,669 -3%
Wells Fargo
14
Wells Fargo
California
USD 77.6 M +USD 75 k +794 +0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 75.5 M +USD 4.66 M +49,357 +7%
Raymond James Financial
16
Raymond James Financial
Florida
USD 61.7 M +USD 4.33 M +45,856 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 57 M -USD 330 k -3,492 -0.6%
WWM
18
Waterway Wealth Management
Texas
USD 56.8 M -USD 1.86 M -19,645 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 49.8 M +USD 529 k +5,599 +1%
CL
20
CLG LLC
California
USD 44.4 M +USD 2.81 M +29,706 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 44.3 M -USD 600 k -6,344 -1%
IAG Wealth Partners
22
IAG Wealth Partners
Wisconsin
USD 38.8 M +USD 360 k +3,814 +1%
LKWM
23
Lee-Kelleher Wealth Management
Maryland
USD 36.7 M -USD 273 k -2,892 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 35.4 M -USD 36.4 M -385,583 -51%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
USD 34 M -USD 705 k -7,460 -2%
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