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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
226
Perigon Wealth Management
California
$517K -$4.95K -62 -0.9%
RWA
227
Redmont Wealth Advisors
Illinois
$513K – – –
HBFP
228
Henderson Brothers Financial Partners
Pennsylvania
$508K +$460K +5,771 New
SCA
229
STALEY CAPITAL ADVISERS
Pennsylvania
$499K -$111K -1,397 -18%
FFA
230
Frazier Financial Advisors
Ohio
$495K – – –
SYBT
231
Stock Yards Bank & Trust
Kentucky
$494K – – –
MWM
232
Modera Wealth Management
New Jersey
$489K – – –
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$488K +$85.5K +1,072 +21%
WPW
234
Waldron Private Wealth
Pennsylvania
$481K -$9.97K -125 -2%
HOWA
235
Heritage Oak Wealth Advisors
Florida
$478K -$129K -1,612 -21%
BMM
236
Berkshire Money Management
Massachusetts
$476K – – –
GAG
237
GM Advisory Group
New York
$472K +$11.2K +140 +2%
FAIM
238
Financial Advocates Investment Management
Washington
$469K -$111K -1,396 -19%
ACM
239
Absolute Capital Management
Pennsylvania
$465K -$54.1K -678 -10%
PAG
240
Powers Advisory Group
Illinois
$462K -$38.7K -485 -8%
LIA
241
LS Investment Advisors
Michigan
$460K – – –
MOS
242
MGO One Seven
Ohio
$460K +$158K +1,976 +52%
ATI
243
ARK & TLK Investments
Oklahoma
$457K -$35.6K -446 -7%
ABC
244
Associated Banc-Corp
Wisconsin
$457K – – –
KWM
245
Kingsview Wealth Management
Oregon
$455K -$12K -151 -3%
ARC
246
Advisor Resource Council
Texas
$455K +$473K +5,926 New
MFT
247
Moisand Fitzgerald Tamayo
Florida
$450K – – –
MMPW
248
Mitchell McLeod Pugh & Williams
Alabama
$433K – – –
CWM
249
Cornerstone Wealth Management
Missouri
$427K +$5.67K +71 +1%
WCWM
250
Willow Creek Wealth Management
California
$423K -$6.94K -87 -2%
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