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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
251
Stonebrook Private
Michigan
$314K -$18.2K -265 -6%
FCI
252
Financial Counselors Inc
Kansas
$311K – – –
NA
253
NewEdge Advisors
Louisiana
$307K +$17.2K +250 +6%
EFG
254
Ethos Financial Group
Pennsylvania
$305K -$788K -11,481 -73%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$305K -$29.9K -436 -9%
C
256
Certuity
Florida
$304K – – –
IFWM
257
Institute for Wealth Management
Colorado
$299K -$1.92K -28 -0.7%
AWM
258
AE Wealth Management
Kansas
$294K -$6.69M -97,481 -96%
KLI
259
Kelman-Lazarov Inc
Tennessee
$294K -$144K -2,102 -34%
LFS
260
Lutz Financial Services
Nebraska
$292K – – –
IF
261
Intrua Financial
Texas
$288K +$961 +14 +0.4%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$284K +$69 +1 +0%
IFG
263
Independent Financial Group
California
$283K +$24K +350 +10%
PWP
264
Precedent Wealth Partners
Texas
$280K – – –
SMC
265
Smith, Moore & Co
Missouri
$279K – – –
DWP
266
Daymark Wealth Partners
Ohio
$276K +$51.9K +756 +25%
IA
267
Insight Advisors
Pennsylvania
$276K – – –
JWBC
268
J.W. Burns & Co
New York
$271K – – –
MIAS
269
Mason Investment Advisory Services
Virginia
$270K -$131K -1,913 -34%
W
270
Wealthquest
Ohio
$267K – – –
BPA
271
Beacon Pointe Advisors
California
$266K +$206 +3 +0.1%
SSWG
272
Seven Springs Wealth Group
Tennessee
$260K – – –
SSWM
273
Sheets Smith Wealth Management
North Carolina
$256K +$137 +2 +0.1%
PFS
274
Prospera Financial Services
Texas
$253K – – –
MC
275
Moors & Cabot
Massachusetts
$247K +$235K +3,421 New
9 10
11
12 13