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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$232K +$1.58K +26 +0.6%
BJL
227
Brighton Jones LLC
Washington
$226K +$1.46K +24 +0.6%
LFS
228
Lutz Financial Services
Nebraska
$224K – – –
EWA
229
Exencial Wealth Advisors
Oklahoma
$224K +$121 +2 +0%
HBW
230
Hazlett, Burt & Watson
West Virginia
$223K +$1.76K +29 +0.7%
TF
231
TIAA FSB
Florida
$222K -$279K -4,597 -53%
IFG
232
Independent Financial Group
California
$218K – – –
FC
233
Fusion Capital
South Carolina
$214K – – –
MIM
234
MTM Investment Management
South Carolina
$213K – – –
NCMW
235
Northern Capital Management (Washington)
Washington
$213K – – –
PCIA
236
Prime Capital Investment Advisors
Kansas
$211K -$16.4K -270 -7%
LGA
237
Lebenthal Global Advisors
New York
$209K – – –
JWBC
238
J.W. Burns & Co
New York
$207K – – –
W
239
Wealthquest
Ohio
$204K – – –
HI
240
Harbour Investments
Wisconsin
$203K – – –
MWM
241
Marion Wealth Management
Pennsylvania
$202K -$109K -1,790 -33%
CTFG
242
Capstone Triton Financial Group
Oklahoma
$202K +$12.4K +205 +6%
SF
243
Synovus Financial
Georgia
$202K +$222K +3,660 New
PO
244
Private Ocean
California
$188K – – –
IA
245
IFP Advisors
Florida
$176K +$182 +3 +0.2%
AA
246
Ancora Advisors
Ohio
$175K +$20.1K +332 +12%
MA
247
MCF Advisors
Kentucky
$166K – – –
PP
248
Pacifica Partners
Canada
$147K – – –
GEA
249
Glen Eagle Advisors
New Jersey
$133K -$118K -1,940 -45%
SWM
250
Spire Wealth Management
Virginia
$120K – – –
8 9
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