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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
251
Empirical Asset Management
Massachusetts
$297K +$799K +11,231 New
VA
252
Valmark Advisers
Ohio
$295K +$76.6K +1,076 +36%
LFS
253
Lutz Financial Services
Nebraska
$294K – – –
KLI
254
Kelman-Lazarov Inc
Tennessee
$293K -$3.42K -48 -1%
IF
255
Intrua Financial
Texas
$291K +$1.35K +19 +0.5%
RT
256
Rockland Trust
Massachusetts
$290K -$49.8K -700 -15%
UCFA
257
United Capital Financial Advisors
Texas
$289K -$34.6K -486 -11%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$286K – – –
LFG
259
Larson Financial Group
Missouri
$284K +$278K +3,906 New
PWP
260
Precedent Wealth Partners
Texas
$282K – – –
SMC
261
Smith, Moore & Co
Missouri
$281K – – –
HNB
262
Huntington National Bank
Ohio
$281K – – –
DWP
263
Daymark Wealth Partners
Ohio
$278K – – –
BPA
264
Beacon Pointe Advisors
California
$277K +$9.46K +133 +4%
IA
265
Insight Advisors
Pennsylvania
$274K -$3.34K -47 -1%
MIAS
266
Mason Investment Advisory Services
Virginia
$273K +$1.56K +22 +0.6%
JWBC
267
J.W. Burns & Co
New York
$273K – – –
FFS
268
Founders Financial Securities
Maryland
$263K +$257K +3,618 New
FPAS
269
Focus Partners Advisor Solutions
Missouri
$263K -$43.3K -609 -14%
SSWG
270
Seven Springs Wealth Group
Tennessee
$262K – – –
SFI
271
SPC Financial Inc
Maryland
$262K +$256K +3,600 New
MC
272
Moors & Cabot
Massachusetts
$261K +$12K +169 +5%
EFG
273
Ethos Financial Group
Pennsylvania
$259K -$47.7K -670 -16%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$259K +$142 +2 +0.1%
PFS
275
Prospera Financial Services
Texas
$255K – – –
9 10
11
12 13