We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$17K – – –
HNB
227
Huntington National Bank
Ohio
$17K – – –
OCM
228
Orion Capital Management
California
$14K +$13.3K +260 New
BW
229
Bison Wealth
Georgia
$13K – – –
SIM
230
Sonora Investment Management
Arizona
$11K -$21.9K -428 -68%
RPWA
231
Regent Peak Wealth Advisors
Georgia
$10K +$9.83K +192 New
CFGS
232
Concourse Financial Group Securities
Alabama
$9K -$102 -2 -1%
SIS
233
Sound Income Strategies
Florida
$6K – – –
EIP
234
Ellis Investment Partners
Pennsylvania
$6K +$102 +2 +2%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$5K – – –
GI
236
Gradient Investments
Minnesota
$4K – – –
CIAS
237
Capital Investment Advisory Services
North Carolina
$3K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$2K -$537K -10,490 -100%
RTC
239
Riverview Trust Company
Washington
$2K – – –
FGAM
240
Financial Gravity Asset Management
Texas
$1K +$1.23K +24 New
VAG
241
VisionPoint Advisory Group
Texas
– -$3.31M -68,324 Closed
HighTower Advisors
242
HighTower Advisors
Illinois
– -$1.79M -36,794 Closed
BRWM
243
B. Riley Wealth Management
Tennessee
– -$431K -8,874 Closed
PW
244
Peninsula Wealth
California
– -$309K -6,372 Closed
Prudential Financial
245
Prudential Financial
New Jersey
– -$225K -4,636 Closed
WCG
246
Weaver Consulting Group
California
– -$129K -2,652 Closed
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
– -$96K -1,980 Closed
HFA
248
Hoover Financial Advisors
Pennsylvania
– -$61K -1,250 Closed
FHA
249
Flagship Harbor Advisors
Massachusetts
– -$55K -1,136 Closed
PFS
250
Prospera Financial Services
Texas
– -$45K -918 Closed