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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
276
Rathbones Group
United Kingdom
$386K – – –
GWAG
277
Garrett Wealth Advisory Group
Texas
$385K -$8.83K -113 -2%
C
278
Certuity
Florida
$351K +$4.3K +55 +1%
HI
279
Harbour Investments
Wisconsin
$335K – – –
WC
280
Wolfstich Capital
Massachusetts
$331K – – –
CW
281
Code Waechter
Florida
$329K – – –
MT
282
Midwest Trust
Kansas
$327K +$311K +3,982 New
RT
283
Rockland Trust
Massachusetts
$327K – – –
LFG
284
Larson Financial Group
Missouri
$326K +$1.41K +18 +0.5%
BRWA
285
B. Riley Wealth Advisors
Florida
$326K +$310K +3,971 New
KLI
286
Kelman-Lazarov Inc
Tennessee
$326K -$5.08K -65 -2%
IFWM
287
Institute for Wealth Management
Colorado
$325K -$1.01K -13 -0.3%
ES
288
Eagle Strategies
New York
$325K +$309K +3,955 New
SWA
289
Sax Wealth Advisors
New Jersey
$320K +$304K +3,890 New
DWP
290
Daymark Wealth Partners
Ohio
$314K – – –
CIC
291
Carnegie Investment Counsel
Ohio
$313K +$298K +3,811 New
FFS
292
Founders Financial Securities
Maryland
$309K +$12K +154 +4%
JWBC
293
J.W. Burns & Co
New York
$308K – – –
MIAS
294
Mason Investment Advisory Services
Virginia
$307K – – –
QCM
295
Quantinno Capital Management
New York
$303K +$288K +3,688 New
NA
296
Novus Advisors
South Carolina
$301K -$89K -1,140 -24%
SSWG
297
Seven Springs Wealth Group
Tennessee
$296K – – –
CFG
298
Citizens Financial Group
Rhode Island
$295K +$391 +5 +0.1%
SFC
299
Strategic Financial Concepts
Texas
$295K -$3.2K -41 -1%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$295K +$234 +3 +0.1%
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