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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
301
Vanguard Group
Pennsylvania
$204K +$199K +2,802 New
CIC
302
Carnegie Investment Counsel
Ohio
$203K – – –
AWA
303
Arkadios Wealth Advisors
Georgia
$203K +$198K +2,784 New
GC
304
Garde Capital
Washington
$196K – – –
NS
305
NBC Securities
Alabama
$189K – – –
EDRH
306
Edmond de Rothschild Holding
Switzerland
$180K – – –
SWM
307
Spire Wealth Management
Virginia
$158K – – –
RBC
308
Roble Belko & Company
Pennsylvania
$146K – – –
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$141K -$39.8K -560 -23%
Franklin Resources
310
Franklin Resources
California
$123K – – –
SMA
311
Sage Mountain Advisors
Georgia
$119K +$116K +1,635 New
PWMA
312
Pension & Wealth Management Advisors
Massachusetts
$113K – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$109K -$29.8K -419 -22%
JEST
314
JTC Employer Solutions Trustee
Jersey
$107K – – –
S
315
SignatureFD
Georgia
$104K +$1.49K +21 +1%
CFO
316
CVA Family Office
Colorado
$104K – – –
PWMG
317
Prestige Wealth Management Group
New Jersey
$100K – – –
WTA
318
Washington Trust Advisors
Massachusetts
$96.4K -$14.2K -200 -13%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$89K – – –
FHA
320
First Horizon Advisors
Tennessee
$87.6K – – –
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.3K – – –
BFEC
322
Benjamin F. Edwards & Company
Missouri
$87K +$142 +2 +0.2%
PA
323
PSI Advisors
Florida
$84.8K – – –
OIA
324
Optimum Investment Advisors
Illinois
$82.2K – – –
APC
325
Aspire Private Capital
North Carolina
$78.6K – – –