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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
251
Financial Counselors Inc
Kansas
$328K -$8.22K -109 -3%
IFWM
252
Institute for Wealth Management
Colorado
$326K – – –
VA
253
Valmark Advisers
Ohio
$318K +$151 +2 +0%
LFS
254
Lutz Financial Services
Nebraska
$318K – – –
KLI
255
Kelman-Lazarov Inc
Tennessee
$316K – – –
SFG
256
Seamount Financial Group
Colorado
$314K +$302K +4,000 New
CW
257
Code Waechter
Florida
$314K +$302K +4,000 New
RT
258
Rockland Trust
Massachusetts
$313K – – –
UCFA
259
United Capital Financial Advisors
Texas
$312K – – –
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$309K – – –
LFG
261
Larson Financial Group
Missouri
$308K +$1.28K +17 +0.4%
MC
262
Moors & Cabot
Massachusetts
$306K +$22.9K +304 +8%
SMC
263
Smith, Moore & Co
Missouri
$304K +$151 +2 +0.1%
HNB
264
Huntington National Bank
Ohio
$304K – – –
CFG
265
Citizens Financial Group
Rhode Island
$300K +$289K +3,825 New
DWP
266
Daymark Wealth Partners
Ohio
$300K – – –
BPA
267
Beacon Pointe Advisors
California
$300K +$226 +3 +0.1%
IA
268
Insight Advisors
Pennsylvania
$296K – – –
MIAS
269
Mason Investment Advisory Services
Virginia
$296K +$377 +5 +0.1%
JWBC
270
J.W. Burns & Co
New York
$295K – – –
AFO
271
Arrowroot Family Office
California
$286K -$128K -1,701 -32%
MOS
272
MGO One Seven
Ohio
$286K +$18.1K +240 +7%
PWP
273
Precedent Wealth Partners
Texas
$284K -$19.8K -263 -7%
SSWG
274
Seven Springs Wealth Group
Tennessee
$283K – – –
SFC
275
Strategic Financial Concepts
Texas
$282K +$271K +3,595 New
9 10
11
12 13