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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Realta Investment Advisors
Delaware
$11K
WEC
227
Winslow Evans & Crocker
Massachusetts
$8K
ADL
228
Asset Dedication LLC
California
$7K
SIS
229
Sound Income Strategies
Florida
$6K
GI
230
Gradient Investments
Minnesota
$5K
RMAM
231
Raab & Moskowitz Asset Management
New Jersey
$5K +$5.2K +102 New
AIP
232
Ameritas Investment Partners
Nebraska
$4K
LAS
233
Lloyd Advisory Services
Georgia
$3K +$3.26K +64 New
WQ
234
Wealth Quarterback
New Jersey
$2.2K +$2.14K +42 New
RTC
235
Riverview Trust Company
Washington
$2K
SAM
236
S.A. Mason
Michigan
$2K +$2.04K +40 New
SFG
237
Sowa Financial Group
Rhode Island
$2K +$2.04K +40 New
HNB
238
Huntington National Bank
Ohio
$1K
M&T Bank
239
M&T Bank
New York
-$2.08M -41,896 Closed
VAS
240
Vestmark Advisory Solutions
Massachusetts
-$894K -18,056 Closed
Citadel Advisors
241
Citadel Advisors
Florida
-$761K -15,358 Closed
CRC
242
Curi RMB Capital
Illinois
-$321K -6,488 Closed
FHC
243
First Heartland Consultants
Missouri
-$238K -4,812 Closed
GSWM
244
Golden State Wealth Management
California
-$228K -4,598 Closed
GWAG
245
Garrett Wealth Advisory Group
Texas
-$122K -2,464 Closed
CCM
246
Cribstone Capital Management
Maine
-$11K -226 Closed
CIAS
247
Capital Investment Advisory Services
North Carolina
-$3K -60 Closed
BlackRock
248
BlackRock
New York
+$102 +2 New