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WisdomTree US LargeCap Dividend Fund
DLN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Strategic Family Wealth Counselors
51
Strategic Family Wealth Counselors
New Jersey
USD 11.8 M +USD 309 k +3,275 +3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
USD 11.7 M +USD 208 k +2,201 +2%
Concurrent Investment Advisors
53
Concurrent Investment Advisors
Florida
USD 11.3 M +USD 635 k +6,721 +6%
Arkadios Wealth Advisors
54
Arkadios Wealth Advisors
Georgia
USD 11 M -USD 1.12 M -11,890 -9%
Mosaic Family Wealth Partners
55
Mosaic Family Wealth Partners
Missouri
USD 10.6 M +USD 4.12 M +43,605 +65%
TopTier Wealth Management
56
TopTier Wealth Management
Wisconsin
USD 10.6 M +USD 398 k +4,210 +4%
Equitable Holdings
57
Equitable Holdings
New York
USD 10.4 M +USD 213 k +2,250 +2%
Stratos Wealth Advisors
58
Stratos Wealth Advisors
Ohio
USD 10.3 M -USD 116 k -1,230 -1%
CX Institutional
59
CX Institutional
Indiana
USD 10.2 M +USD 258 k +2,728 +3%
Key Financial Inc
60
Key Financial Inc
Pennsylvania
USD 9.25 M +USD 45.2 k +478 +0.5%
Moller Wealth Partners
61
Moller Wealth Partners
USD 8.84 M -USD 24.7 k -261 -0.3%
Stifel Financial
62
Stifel Financial
Missouri
USD 8.59 M -USD 182 k -1,923 -2%
H&H Retirement Design & Management
63
H&H Retirement Design & Management
Nevada
USD 7.51 M +USD 264 k +2,795 +4%
Truist Financial
64
Truist Financial
North Carolina
USD 6.84 M +USD 280 k +2,965 +4%
First American Trust
65
First American Trust
California
USD 6.7 M -USD 251 k -2,651 -4%
Centennial Wealth Advisory
66
Centennial Wealth Advisory
Michigan
USD 6.59 M +USD 581 k +6,145 +10%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
USD 6.54 M +USD 351 k +3,715 +6%
Kestra Private Wealth Services
68
Kestra Private Wealth Services
Texas
USD 6.29 M -USD 82.9 k -877 -1%
Brown Brothers Harriman & Co
69
Brown Brothers Harriman & Co
New York
USD 6.22 M – – –
Graves Light Lenhart Wealth
70
Graves Light Lenhart Wealth
Virginia
USD 6.04 M +USD 113 k +1,196 +2%
1900 Wealth Management
71
1900 Wealth Management
Texas
USD 6.02 M +USD 1.23 k +13 +0%
St Louis Trust
72
St Louis Trust
Missouri
USD 5.97 M – – –
Tobias Financial Advisors
73
Tobias Financial Advisors
Florida
USD 5.95 M +USD 30.3 k +321 +0.5%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
USD 5.68 M -USD 72.7 k -769 -1%
Advisors Preferred
75
Advisors Preferred
Maryland
USD 5.67 M -USD 6.04 M -63,968 -52%
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