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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
C
276
Certuity
Florida
$334K – – –
HI
277
Harbour Investments
Wisconsin
$324K +$90.9K +1,139 +39%
KLI
278
Kelman-Lazarov Inc
Tennessee
$320K +$399 +5 +0.1%
WC
279
Wolfstich Capital
Massachusetts
$319K – – –
CW
280
Code Waechter
Florida
$317K – – –
FCI
281
Financial Counselors Inc
Kansas
$316K -$14.9K -187 -4%
RT
282
Rockland Trust
Massachusetts
$316K – – –
IFWM
283
Institute for Wealth Management
Colorado
$315K -$9.18K -115 -3%
LFG
284
Larson Financial Group
Missouri
$314K +$1.12K +14 +0.4%
DWP
285
Daymark Wealth Partners
Ohio
$303K – – –
JWBC
286
J.W. Burns & Co
New York
$298K – – –
MIAS
287
Mason Investment Advisory Services
Virginia
$297K – – –
SFC
288
Strategic Financial Concepts
Texas
$289K – – –
SSWG
289
Seven Springs Wealth Group
Tennessee
$286K – – –
CFG
290
Citizens Financial Group
Rhode Island
$285K -$18.9K -237 -6%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$284K +$878 +11 +0.3%
MC
292
Moors & Cabot
Massachusetts
$282K -$5.91K -74 -2%
RA
293
Rodgers & Associates
Pennsylvania
$279K +$12K +150 +4%
PFS
294
Prospera Financial Services
Texas
$278K – – –
CSP
295
Cary Street Partners
Virginia
$277K +$31.5K +395 +13%
LFAS
296
Level Four Advisory Services
Texas
$277K – – –
IA
297
Insight Advisors
Pennsylvania
$276K -$22.3K -280 -7%
FFS
298
Founders Financial Securities
Maryland
$275K +$288K +3,604 New
CTWM
299
Cherry Tree Wealth Management
Minnesota
$269K – – –
KA
300
Kovack Advisors
Florida
$268K -$208K -2,605 -44%
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12
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