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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
251
Orographic Financial Advisors
Colorado
$548K +$559K +6,145 New
HOWA
252
Heritage Oak Wealth Advisors
Florida
$543K +$65K +715 +13%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$542K +$1K +11 +0.2%
MWM
254
Modera Wealth Management
New Jersey
$541K – – –
AWE
255
Avidian Wealth Enterprises
Texas
$540K +$549K +6,040 New
PAG
256
Powers Advisory Group
Illinois
$530K +$2.18K +24 +0.4%
ICP
257
Impact Capital Partners
Colorado
$521K +$530K +5,834 New
CBU
258
CIBC Bancorp USA
Illinois
$519K +$528K +5,808 New
LIA
259
LS Investment Advisors
Michigan
$518K – – –
ABC
260
Associated Banc-Corp
Wisconsin
$514K – – –
MFT
261
Moisand Fitzgerald Tamayo
Florida
$506K – – –
MWA
262
Midland Wealth Advisors
Illinois
$498K -$30.8K -339 -6%
SCA
263
STALEY CAPITAL ADVISERS
Pennsylvania
$495K -$83.8K -922 -14%
EAM
264
Empirical Asset Management
Massachusetts
$492K – – –
STA
265
Summit Trail Advisors
New York
$491K +$500K +5,500 New
MMPW
266
Mitchell McLeod Pugh & Williams
Alabama
$488K – – –
CWM
267
Cornerstone Wealth Management
Missouri
$481K – – –
HWMT
268
Heritage Wealth Management (Texas)
Texas
$478K -$50K -550 -9%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$469K +$65.7K +723 +16%
MGIA
270
Moneta Group Investment Advisors
Missouri
$469K – – –
ATI
271
ARK & TLK Investments
Oklahoma
$465K -$22.8K -251 -5%
ET
272
Equitable Trust
Tennessee
$460K – – –
MWM
273
Modern Wealth Management
Kansas
$456K – – –
HBW
274
Hazlett, Burt & Watson
West Virginia
$455K +$727 +8 +0.2%
MOS
275
MGO One Seven
Ohio
$455K -$67.7K -745 -13%
9 10
11
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