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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
226
Northern Capital Management (Washington)
Washington
$254K – – –
WCG
227
Weaver Consulting Group
California
$253K – – –
JWBC
228
J.W. Burns & Co
New York
$246K – – –
LGA
229
Lebenthal Global Advisors
New York
$246K +$65 +1 +0%
FCI
230
Financial Counselors Inc
Kansas
$245K -$6.73K -104 -3%
RF
231
Rollins Financial
Georgia
$241K -$62.8K -970 -21%
SSWG
232
Seven Springs Wealth Group
Tennessee
$237K – – –
E
233
ETFidea
New York
$237K -$74.2K -1,146 -24%
CCM
234
Carlson Capital Management
Minnesota
$231K – – –
PFS
235
Prospera Financial Services
Texas
$230K – – –
VA
236
Valmark Advisers
Ohio
$230K +$227K +3,504 New
PO
237
Private Ocean
California
$225K – – –
AP
238
Adero Partners
California
$222K – – –
CTFG
239
Capstone Triton Financial Group
Oklahoma
$220K -$324 -5 -0.1%
PWP
240
Perfromance Wealth Partners
Illinois
$212K – – –
BHIA
241
Birch Hill Investment Advisors
Massachusetts
$210K – – –
MA
242
MCF Advisors
Kentucky
$197K +$194K +3,000 New
IA
243
IFP Advisors
Florida
$176K +$79.1K +1,222 +167%
AA
244
Ancora Advisors
Ohio
$173K – – –
AIP
245
Ahrens Investment Partners
Louisiana
$171K +$5.18K +80 +3%
PP
246
Pacifica Partners
Canada
$162K – – –
PA
247
PSI Advisors
Florida
$154K -$43.6K -674 -22%
SWM
248
Spire Wealth Management
Virginia
$142K -$1.1M -16,996 -89%
WTA
249
Washington Trust Advisors
Massachusetts
$139K -$13.6K -210 -9%
BC
250
Bartlett & Co
Ohio
$125K +$123K +1,900 New
8 9
10
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