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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
276
Reynders McVeigh Capital Management
Massachusetts
$418K – – –
SWA
277
Sax Wealth Advisors
New Jersey
$415K +$74.4K +879 +23%
RSWA
278
Robinson Smith Wealth Advisors
Maine
$415K – – –
PWP
279
Perfromance Wealth Partners
Illinois
$413K – – –
SL
280
Salomon & Ludwin
Virginia
$411K -$592 -7 -0.1%
CIA
281
Choate Investment Advisors
Massachusetts
$410K – – –
RG
282
Rathbones Group
United Kingdom
$409K – – –
GWAG
283
Garrett Wealth Advisory Group
Texas
$407K -$85 -1 -0%
GAG
284
GM Advisory Group
New York
$390K -$124K -1,469 -25%
QCM
285
Quantinno Capital Management
New York
$381K +$58.5K +691 +19%
C
286
Certuity
Florida
$372K – – –
HIP
287
HUB Investment Partners
Texas
$352K +$342K +4,047 New
WC
288
Wolfstich Capital
Massachusetts
$350K – – –
LFG
289
Larson Financial Group
Missouri
$347K +$1.35K +16 +0.4%
RT
290
Rockland Trust
Massachusetts
$346K – – –
CW
291
Code Waechter
Florida
$346K – – –
KLI
292
Kelman-Lazarov Inc
Tennessee
$340K -$5.5K -65 -2%
JFG
293
JMG Financial Group
Illinois
$340K +$330K +3,902 New
ES
294
Eagle Strategies
New York
$337K -$7.28K -86 -2%
CIC
295
Carnegie Investment Counsel
Ohio
$332K – – –
DWP
296
Daymark Wealth Partners
Ohio
$331K -$1.35K -16 -0.4%
JWBC
297
J.W. Burns & Co
New York
$326K – – –
MIAS
298
Mason Investment Advisory Services
Virginia
$325K – – –
WIM
299
WealthPlan Investment Management
Nebraska
$325K +$316K +3,735 New
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$325K +$45.8K +541 +17%
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12
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