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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
226
Lebenthal Global Advisors
New York
$247K -$38K -600 -14%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$245K -$211K -3,336 -64%
SSWG
228
Seven Springs Wealth Group
Tennessee
$238K
CCM
229
Carlson Capital Management
Minnesota
$232K
PFS
230
Prospera Financial Services
Texas
$232K
SPA
231
Sentinel Pension Advisors
Massachusetts
$230K +$220K +3,483 New
CTFG
232
Capstone Triton Financial Group
Oklahoma
$228K +$1.9K +30 +0.9%
PO
233
Private Ocean
California
$226K
AP
234
Adero Partners
California
$223K
PWP
235
Perfromance Wealth Partners
Illinois
$213K +$204K +3,220 New
BHIA
236
Birch Hill Investment Advisors
Massachusetts
$211K +$202K +3,200 New
HI
237
Harbour Investments
Wisconsin
$209K -$129K -2,039 -39%
AWA
238
Arkadios Wealth Advisors
Georgia
$202K +$127 +2 +0.1%
PA
239
PSI Advisors
Florida
$199K -$8.48K -134 -4%
AA
240
Ancora Advisors
Ohio
$174K +$10.5K +166 +7%
PP
241
Pacifica Partners
Canada
$169K +$160K +2,534 New
AIP
242
Ahrens Investment Partners
Louisiana
$166K +$159K +2,518 New
WTA
243
Washington Trust Advisors
Massachusetts
$153K +$147K +2,320 New
CFA
244
Carroll Financial Associates
North Carolina
$131K
GEA
245
Glen Eagle Advisors
New Jersey
$116K
MA
246
MUFG Americas
New York
$113K +$108K +1,710 New
Franklin Resources
247
Franklin Resources
California
$111K
ST
248
Smithfield Trust
Pennsylvania
$106K
JEST
249
JTC Employer Solutions Trustee
Jersey
$97K -$92.7K -1,465 -50%
CFO
250
CVA Family Office
Colorado
$94K