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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$21K – – –
SCA
227
Stonebridge Capital Advisors
Minnesota
$20K +$19.2K +350 New
CAL
228
Capital Advisors Ltd
Ohio
$18K – – –
TCWM
229
Total Clarity Wealth Management
Illinois
$16K +$15.7K +286 New
OCM
230
Orion Capital Management
California
$15K – – –
NFG
231
Next Financial Group
Texas
$15K +$14.7K +268 New
BW
232
Bison Wealth
Georgia
$13K – – –
JFA
233
JNBA Financial Advisors
Minnesota
$11K -$68K -1,236 -87%
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$11K +$11K +200 New
Sowell Financial Services
235
Sowell Financial Services
Arkansas
$10K -$31.2K -568 -78%
CFGS
236
Concourse Financial Group Securities
Alabama
$10K – – –
EIP
237
Ellis Investment Partners
Pennsylvania
$7K +$110 +2 +2%
SIS
238
Sound Income Strategies
Florida
$6.08K – – –
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$6K – – –
Gradient Investments
240
Gradient Investments
Minnesota
$5K – – –
RWB
241
RMR Wealth Builders
New Jersey
$5K +$5.17K +94 New
CIAS
242
Capital Investment Advisory Services
North Carolina
$3K – – –
RTC
243
Riverview Trust Company
Washington
$3K – – –
Tower Research Capital (TRC)
244
Tower Research Capital (TRC)
New York
$2K – – –
AE Wealth Management
245
AE Wealth Management
Kansas
– -$5.96M -110,796 Closed
Simplicity Solutions
246
Simplicity Solutions
Minnesota
– -$5.42M -100,908 Closed
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
– -$587K -10,922 Closed
FIM
248
Freedom Investment Management
Connecticut
– -$510K -9,496 Closed
NAS
249
Nicolet Advisory Services
Wisconsin
– -$443K -8,250 Closed
Renaissance Technologies
250
Renaissance Technologies
New York
– -$409K -7,600 Closed