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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
226
Post Resch Tallon Group
New York
$629K -$21.2K -250 -3%
TH
227
Team Hewins
California
$623K +$23.4K +277 +4%
MWA
228
Midland Wealth Advisors
Illinois
$610K -$57.1K -675 -9%
GAM
229
Grandview Asset Management
Pennsylvania
$594K +$762 +9 +0.1%
SFGP
230
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$575K – – –
FG
231
Fiduciary Group
Georgia
$575K – – –
WTC
232
WhitTier Trust Company
Nevada
$573K – – –
SWM
233
SpringVest Wealth Management
Texas
$570K – – –
HWMT
234
Heritage Wealth Management (Texas)
Texas
$563K -$65.4K -773 -11%
RWA
235
Redmont Wealth Advisors
Illinois
$562K – – –
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$562K +$13.9K +164 +3%
PWM
237
Perigon Wealth Management
California
$556K – – –
EW
238
Element Wealth
Mississippi
$551K -$138K -1,636 -21%
FFA
239
Frazier Financial Advisors
Ohio
$542K – – –
CWM
240
Collaborative Wealth Management
Florida
$536K -$62.6K -740 -11%
WPW
241
Waldron Private Wealth
Pennsylvania
$527K – – –
MWM
242
Modera Wealth Management
New Jersey
$527K – – –
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$524K +$1.1K +13 +0.2%
ABC
244
Associated Banc-Corp
Wisconsin
$517K +$15.9K +188 +3%
MOS
245
MGO One Seven
Ohio
$515K -$14.8K -175 -3%
PAG
246
Powers Advisory Group
Illinois
$511K +$2.37K +28 +0.5%
LIA
247
LS Investment Advisors
Michigan
$505K – – –
AWM
248
AE Wealth Management
Kansas
$497K -$1.35K -16 -0.3%
VA
249
Valmark Advisers
Ohio
$495K +$12K +142 +3%
MFT
250
Moisand Fitzgerald Tamayo
Florida
$493K – – –
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