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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
ShoreHaven Wealth Partners
New Jersey
$644K – – –
PRTG
227
Post Resch Tallon Group
New York
$631K -$5.24K -60 -0.8%
TH
228
Team Hewins
California
$628K -$2.53K -29 -0.4%
FPAS
229
Focus Partners Advisor Solutions
Missouri
$623K -$152K -1,740 -20%
GAM
230
Grandview Asset Management
Pennsylvania
$598K -$3.41K -39 -0.6%
SWM
231
SHP Wealth Management
Massachusetts
$592K +$587K +6,719 New
EGM
232
Engineers Gate Manager
New York
$589K +$584K +6,692 New
WTC
233
WhitTier Trust Company
Nevada
$589K – – –
OBWA
234
Oak Barrel Wealth Advisory
Virginia
$589K +$584K +6,684 New
LOIP
235
Live Oak Investment Partners
Texas
$583K -$111K -1,266 -16%
SFGP
236
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$582K – – –
FG
237
Fiduciary Group
Georgia
$582K – – –
AWM
238
AE Wealth Management
Kansas
$575K +$71.9K +823 +14%
SCA
239
STALEY CAPITAL ADVISERS
Pennsylvania
$569K +$349 +4 +0.1%
RWA
240
Redmont Wealth Advisors
Illinois
$569K – – –
HBS
241
Howard Bailey Securities
Indiana
$565K -$6.87M -78,682 -92%
PWM
242
Perigon Wealth Management
California
$563K – – –
EW
243
Element Wealth
Mississippi
$549K -$8.65K -99 -2%
FFA
244
Frazier Financial Advisors
Ohio
$549K – – –
QCM
245
Quantinno Capital Management
New York
$536K +$149K +1,711 +39%
AT
246
American Trust
Kentucky
$535K +$97.3K +1,114 New
CWM
247
Collaborative Wealth Management
Florida
$534K -$8.99K -103 -2%
MWM
248
Modera Wealth Management
New Jersey
$534K – – –
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$533K +$2.88K +33 +0.5%
MWA
250
Midland Wealth Advisors
Illinois
$521K -$95.7K -1,096 -16%
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