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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
276
Concurrent Investment Advisors
Florida
$304K +$312K +3,911 New
SMC
277
Smith, Moore & Co
Missouri
$302K +$478 +6 +0.2%
CWA
278
Centennial Wealth Advisory
Michigan
$299K +$307K +3,847 New
CFG
279
Citizens Financial Group
Rhode Island
$298K +$319 +4 +0.1%
MOS
280
MGO One Seven
Ohio
$297K +$14.4K +181 +5%
DWP
281
Daymark Wealth Partners
Ohio
$297K – – –
UCFA
282
United Capital Financial Advisors
Texas
$293K -$15.9K -200 -5%
IA
283
Insight Advisors
Pennsylvania
$292K -$1.28K -16 -0.4%
JWBC
284
J.W. Burns & Co
New York
$292K – – –
MIAS
285
Mason Investment Advisory Services
Virginia
$291K -$2.07K -26 -0.7%
SFC
286
Strategic Financial Concepts
Texas
$283K +$3.27K +41 +1%
MC
287
Moors & Cabot
Massachusetts
$282K -$21.4K -268 -7%
SSWG
288
Seven Springs Wealth Group
Tennessee
$280K – – –
SSWM
289
Sheets Smith Wealth Management
North Carolina
$278K +$1.04K +13 +0.4%
GC
290
Guidance Capital
Kentucky
$274K +$272K +3,411 New
PFS
291
Prospera Financial Services
Texas
$273K – – –
LFAS
292
Level Four Advisory Services
Texas
$271K – – –
SS
293
SBI Securities
Japan
$270K +$277K +3,468 New
CTWM
294
Cherry Tree Wealth Management
Minnesota
$264K – – –
PWP
295
Precedent Wealth Partners
Texas
$263K -$18.7K -235 -6%
EAM
296
Empirical Asset Management
Massachusetts
$262K – – –
RA
297
Rodgers & Associates
Pennsylvania
$261K +$268K +3,360 New
BOSSRA
298
B.O.S.S. Retirement Advisors
Utah
$260K +$266K +3,341 New
AFO
299
Arrowroot Family Office
California
$257K -$27K -338 -9%
VC
300
Vicus Capital
Pennsylvania
$253K -$1.28K -16 -0.5%
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