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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$425K -$20.1K -267 -5%
MA
227
Mutual Advisors
Nebraska
$424K +$19.2K +255 +5%
ST
228
Spinnaker Trust
Maine
$421K
GWAG
229
Garrett Wealth Advisory Group
Texas
$421K +$15.5K +205 +4%
FHC
230
First Heartland Consultants
Missouri
$420K -$195K -2,580 -33%
CWM
231
Cornerstone Wealth Management
Missouri
$417K -$3.85K -51 -1%
AWM
232
AE Wealth Management
Kansas
$415K +$78.6K +1,042 +25%
FTDI
233
First Trust Direct Indexing
Massachusetts
$401K
NB
234
Nicolet Bankshares
Wisconsin
$399K
SCTC
235
Sanibel Captiva Trust Company
Florida
$392K +$377K +4,990 New
MWM
236
Marion Wealth Management
Pennsylvania
$384K
CC
237
Courier Capital
New York
$376K
RSWA
238
Robinson Smith Wealth Advisors
Maine
$374K
SL
239
Salomon & Ludwin
Virginia
$374K
GEA
240
Glen Eagle Advisors
New Jersey
$371K +$15.5K +205 +5%
SLT
241
St Louis Trust
Missouri
$371K
CIA
242
Choate Investment Advisors
Massachusetts
$370K
RG
243
Rathbones Group
United Kingdom
$369K
RJT
244
Raymond James Trust
Florida
$369K -$30.8K -408 -8%
Brown Advisory
245
Brown Advisory
Maryland
$367K
PWM
246
Perigon Wealth Management
California
$365K +$350K +4,644 New
AAS
247
Ameritas Advisory Services
Nebraska
$365K +$679 +9 +0.2%
NFA
248
Northwest Financial Advisors
Virginia
$360K -$6.41K -85 -2%
WIP
249
WealthCare Investment Partners
Rhode Island
$344K +$332K +4,398 New
C
250
Certuity
Florida
$331K