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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NB
276
Nicolet Bankshares
Wisconsin
$454K
KWM
277
Kingsview Wealth Management
Oregon
$454K +$1.64K +18 +0.4%
SCTC
278
Sanibel Captiva Trust Company
Florida
$446K
ST
279
Spinnaker Trust
Maine
$445K
MWM
280
Marion Wealth Management
Pennsylvania
$444K +$3.91K +43 +0.9%
CCA
281
Cora Capital Advisors
New Jersey
$443K
CC
282
Courier Capital
New York
$435K -$182K -1,999 -29%
ACA
283
Aptus Capital Advisors
Alabama
$433K +$9.09K +100 +2%
MT
284
Midwest Trust
Kansas
$430K -$3.45K -38 -0.8%
OFS
285
OneAscent Financial Services
Alabama
$429K +$437K +4,807 New
SWP
286
ShoreHaven Wealth Partners
New Jersey
$426K -$231K -2,545 -35%
RSWA
287
Robinson Smith Wealth Advisors
Maine
$425K
CIA
288
Choate Investment Advisors
Massachusetts
$421K
MAS
289
Meeder Advisory Services
Ohio
$421K
SL
290
Salomon & Ludwin
Virginia
$421K -$2.09K -23 -0.5%
RG
291
Rathbones Group
United Kingdom
$420K
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$410K +$1.73K +19 +0.4%
RW
293
Rockport Wealth
Ohio
$410K -$888K -9,771 -68%
WA
294
Waverly Advisors
Alabama
$405K +$52.4K +576 +15%
GAG
295
GM Advisory Group
New York
$400K
ES
296
Eagle Strategies
New York
$400K +$53.8K +592 +15%
UB
297
UMB Bank
Missouri
$397K +$404K +4,446 New
PWP
298
Perfromance Wealth Partners
Illinois
$393K -$31.8K -350 -7%
FWI
299
Facet Wealth Inc
Maryland
$371K
SWM
300
SpringVest Wealth Management
Texas
$368K -$6K -66 -2%