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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
301
HUB Investment Partners
Texas
$362K +$368K +4,047 New
LFG
302
Larson Financial Group
Missouri
$359K +$1.27K +14 +0.3%
CW
303
Code Waechter
Florida
$357K
EWS
304
Evergreen Wealth Solutions
Pennsylvania
$356K +$363K +3,989 New
RT
305
Rockland Trust
Massachusetts
$356K
GWAG
306
Garrett Wealth Advisory Group
Texas
$354K -$47.5K -523 -12%
JFG
307
JMG Financial Group
Illinois
$349K
KLI
308
Kelman-Lazarov Inc
Tennessee
$345K +$455 +5 +0.1%
SWA
309
Sax Wealth Advisors
New Jersey
$341K
JWBC
310
J.W. Burns & Co
New York
$335K
MIAS
311
Mason Investment Advisory Services
Virginia
$334K
DWP
312
Daymark Wealth Partners
Ohio
$330K -$5.09K -56 -1%
WC
313
Wolfstich Capital
Massachusetts
$328K -$46.3K -509 -12%
CFG
314
Citizens Financial Group
Rhode Island
$322K +$273 +3 +0.1%
SSWG
315
Seven Springs Wealth Group
Tennessee
$322K
AF
316
Align Financial
Minnesota
$321K
SSWM
317
Sheets Smith Wealth Management
North Carolina
$321K +$182 +2 +0.1%
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
$321K -$1.83M -20,092 -85%
RA
319
Rodgers & Associates
Pennsylvania
$320K
SIM
320
Studio Investment Management
Illinois
$317K +$25K +275 +8%
CWA
321
Clarity Wealth Advisors
California
$315K -$46.9K -516 -13%
AA
322
Ancora Advisors
Ohio
$304K
SC
323
Savant Capital
Illinois
$303K +$309K +3,396 New
LFAS
324
Level Four Advisory Services
Texas
$300K -$2.27K -25 -0.7%
SAS
325
SMI Advisory Services
Indiana
$299K +$909 +10 +0.3%