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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
$488K +$197K +2,326 +71%
MMPW
252
Mitchell McLeod Pugh & Williams
Alabama
$478K – – –
ATI
253
ARK & TLK Investments
Oklahoma
$475K – – –
MA
254
MCF Advisors
Kentucky
$475K – – –
TRCT
255
Tower Research Capital (TRC)
New York
$472K -$674K -7,966 -60%
CWM
256
Cornerstone Wealth Management
Missouri
$468K – – –
MA
257
Mutual Advisors
Nebraska
$466K +$254 +3 +0.1%
WCWM
258
Willow Creek Wealth Management
California
$464K – – –
MGIA
259
Moneta Group Investment Advisors
Missouri
$456K +$20.8K +246 +5%
ET
260
Equitable Trust
Tennessee
$448K – – –
MWM
261
Modern Wealth Management
Kansas
$444K -$26K -307 -6%
KWM
262
Kingsview Wealth Management
Oregon
$443K +$26.7K +315 +7%
WB
263
WesBanco Bank
West Virginia
$443K – – –
NB
264
Nicolet Bankshares
Wisconsin
$442K – – –
HBW
265
Hazlett, Burt & Watson
West Virginia
$440K +$846 +10 +0.2%
HI
266
Harbour Investments
Wisconsin
$435K +$77.3K +914 +22%
SCTC
267
Sanibel Captiva Trust Company
Florida
$434K – – –
ST
268
Spinnaker Trust
Maine
$433K – – –
CCA
269
Cora Capital Advisors
New Jersey
$432K – – –
MWM
270
Marion Wealth Management
Pennsylvania
$429K – – –
AAS
271
Ameritas Advisory Services
Nebraska
$428K +$356K +4,209 +597%
HOWA
272
Heritage Oak Wealth Advisors
Florida
$424K -$20.4K -241 -5%
MT
273
Midwest Trust
Kansas
$423K +$74.6K +882 +22%
TCM
274
TruNorth Capital Management
Michigan
$422K – – –
OFS
275
OneAscent Financial Services
Alabama
$418K – – –
9 10
11
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