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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
301
Clarity Wealth Advisors
California
$356K +$353K +4,039 New
LFG
302
Larson Financial Group
Missouri
$353K +$1.57K +18 +0.5%
CW
303
Code Waechter
Florida
$352K – – –
RT
304
Rockland Trust
Massachusetts
$351K – – –
WA
305
Waverly Advisors
Alabama
$349K +$346K +3,959 New
JFG
306
JMG Financial Group
Illinois
$344K – – –
CIC
307
Carnegie Investment Counsel
Ohio
$343K +$6.99K +80 +2%
ES
308
Eagle Strategies
New York
$342K +$1.57K +18 +0.5%
SWA
309
Sax Wealth Advisors
New Jersey
$341K -$78.4K -898 -19%
KLI
310
Kelman-Lazarov Inc
Tennessee
$339K -$4.45K -51 -1%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$335K +$332K +3,805 New
JWBC
312
J.W. Burns & Co
New York
$330K – – –
DWP
313
Daymark Wealth Partners
Ohio
$330K -$5.07K -58 -2%
MIAS
314
Mason Investment Advisory Services
Virginia
$329K – – –
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$329K – – –
CFG
316
Citizens Financial Group
Rhode Island
$318K +$349 +4 +0.1%
GKWIM
317
Gerber Kawasaki Wealth & Investment Management
California
$317K +$1.66K +19 +0.5%
SSWG
318
Seven Springs Wealth Group
Tennessee
$317K – – –
AF
319
Align Financial
Minnesota
$317K +$314K +3,595 New
SSWM
320
Sheets Smith Wealth Management
North Carolina
$316K +$175 +2 +0.1%
RA
321
Rodgers & Associates
Pennsylvania
$316K – – –
NA
322
Novus Advisors
South Carolina
$311K -$5.42K -62 -2%
C
323
Certuity
Florida
$310K -$65.6K -751 -18%
BMM
324
Berkshire Money Management
Massachusetts
$308K +$306K +3,500 New
PFS
325
Prospera Financial Services
Texas
$304K -$5.07K -58 -2%
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