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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
226
Glen Eagle Advisors
New Jersey
$739K +$8.22K +87 +1%
BJL
227
Brighton Jones LLC
Washington
$724K +$3.4K +36 +0.5%
HSA
228
HBK Sorce Advisory
Pennsylvania
$724K – – –
AWC
229
Adamsbrown Wealth Consultants
Kansas
$721K +$1.32K +14 +0.2%
LFS
230
Lutz Financial Services
Nebraska
$718K – – –
NW
231
NewEdge Wealth
Pennsylvania
$708K -$37.8K -400 -5%
SF
232
Summit Financial
New Jersey
$696K -$140K -1,477 -17%
BFA
233
Benedict Financial Advisors
Georgia
$692K +$283 +3 +0%
IAIM
234
International Assets Investment Management
Florida
$690K -$18.3K -194 -3%
TH
235
Team Hewins
California
$687K – – –
PRTG
236
Post Resch Tallon Group
New York
$682K -$17K -180 -2%
LWM
237
Lyell Wealth Management
California
$663K +$651K +6,885 New
FPAS
238
Focus Partners Advisor Solutions
Missouri
$663K -$14K -148 -2%
MWM
239
Modern Wealth Management
Kansas
$658K +$164K +1,736 +34%
OBWA
240
Oak Barrel Wealth Advisory
Virginia
$650K +$637K +6,744 New
SWM
241
SHP Wealth Management
Massachusetts
$647K -$6.62K -70 -1%
VA
242
Valmark Advisers
Ohio
$646K – – –
WTC
243
WhitTier Trust Company
Nevada
$643K – – –
SFGP
244
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$636K – – –
FG
245
Fiduciary Group
Georgia
$636K – – –
GAM
246
Grandview Asset Management
Pennsylvania
$633K -$7.75K -82 -1%
OFA
247
Orographic Financial Advisors
Colorado
$623K +$1.89K +20 +0.3%
SC
248
Savant Capital
Illinois
$617K +$295K +3,117 +92%
PWM
249
Perigon Wealth Management
California
$616K +$472 +5 +0.1%
XT
250
XTX Topco
Cayman Islands
$608K +$597K +6,317 New
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