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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$242K +$77.2K +1,209 +44%
IA
252
Insight Advisors
Pennsylvania
$240K -$6K -94 -2%
VC
253
Vicus Capital
Pennsylvania
$237K -$140K -2,188 -36%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$237K -$28.7K -449 -11%
JWBC
255
J.W. Burns & Co
New York
$231K – – –
W
256
Wealthquest
Ohio
$228K – – –
MIM
257
MTM Investment Management
South Carolina
$225K – – –
BJL
258
Brighton Jones LLC
Washington
$225K -$21.4K -335 -8%
NCMW
259
Northern Capital Management (Washington)
Washington
$223K – – –
SSWG
260
Seven Springs Wealth Group
Tennessee
$221K – – –
SSWM
261
Sheets Smith Wealth Management
North Carolina
$220K +$128 +2 +0.1%
E
262
ETFidea
New York
$218K – – –
LFAS
263
Level Four Advisory Services
Texas
$217K – – –
PFS
264
Prospera Financial Services
Texas
$216K – – –
PO
265
Private Ocean
California
$210K – – –
IFG
266
Independent Financial Group
California
$210K – – –
CTWM
267
Cherry Tree Wealth Management
Minnesota
$209K -$23.1K -362 -10%
MOS
268
MGO One Seven
Ohio
$207K +$1.02K +16 +0.5%
ONB
269
Old National Bancorp
Indiana
$206K – – –
RFN
270
Redwood Financial Network
Ohio
$204K -$30.9K -485 -13%
GWSG
271
GPS Wealth Strategies Group
Colorado
$204K +$191 +3 +0.1%
WCG
272
Weaver Consulting Group
California
$203K – – –
AA
273
Ancora Advisors
Ohio
$194K – – –
CAL
274
Capital Analysts LLC
Pennsylvania
$192K -$46.5K -728 -19%
MA
275
MCF Advisors
Kentucky
$184K – – –