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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
301
Perfromance Wealth Partners
Illinois
$424K – – –
EWS
302
Evergreen Wealth Solutions
Pennsylvania
$408K +$2.17K +23 +0.6%
FWI
303
Facet Wealth Inc
Maryland
$400K – – –
LFAS
304
Level Four Advisory Services
Texas
$399K +$73.6K +779 +23%
MA
305
Mutual Advisors
Nebraska
$398K +$73.9K +782 +23%
SWM
306
SpringVest Wealth Management
Texas
$397K – – –
HIP
307
HUB Investment Partners
Texas
$390K – – –
LFG
308
Larson Financial Group
Missouri
$389K +$1.51K +16 +0.4%
CW
309
Code Waechter
Florida
$385K – – –
SWP
310
ShoreHaven Wealth Partners
New Jersey
$383K -$74.7K -790 -17%
RT
311
Rockland Trust
Massachusetts
$383K – – –
MWM
312
Modera Wealth Management
New Jersey
$378K -$201K -2,130 -35%
SIM
313
Studio Investment Management
Illinois
$376K +$33.8K +358 +10%
JFG
314
JMG Financial Group
Illinois
$376K – – –
GWAG
315
Garrett Wealth Advisory Group
Texas
$373K -$8.98K -95 -2%
KLI
316
Kelman-Lazarov Inc
Tennessee
$372K +$472 +5 +0.1%
QCM
317
QRG Capital Management
Illinois
$364K +$357K +3,778 New
JWBC
318
J.W. Burns & Co
New York
$361K – – –
SCA
319
STALEY CAPITAL ADVISERS
Pennsylvania
$361K -$170K -1,796 -32%
MIAS
320
Mason Investment Advisory Services
Virginia
$360K – – –
C
321
Certuity
Florida
$358K +$351K +3,717 New
SWA
322
Sax Wealth Advisors
New Jersey
$347K +$1.13K +12 +0.3%
SSWG
323
Seven Springs Wealth Group
Tennessee
$347K – – –
SSWM
324
Sheets Smith Wealth Management
North Carolina
$346K +$189 +2 +0.1%
AF
325
Align Financial
Minnesota
$346K – – –
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