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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
326
Boyer Financial Services
California
$345K +$336K +3,555 New
RA
327
Rodgers & Associates
Pennsylvania
$345K – – –
First Trust Advisors
328
First Trust Advisors
Illinois
$343K +$336K +3,558 New
WC
329
Wolfstich Capital
Massachusetts
$340K -$23K -243 -6%
CWA
330
Clarity Wealth Advisors
California
$330K -$8.88K -94 -3%
GRP
331
Global Retirement Partners
California
$329K +$323K +3,418 New
AA
332
Ancora Advisors
Ohio
$327K – – –
TCIIS
333
TIAA-CREF Individual & Institutional Services
New York
$319K +$313K +3,309 New
OWP
334
Obermeyer Wealth Partners
Colorado
$317K – – –
WCP
335
Wick Capital Partners
Pennsylvania
$316K – – –
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$315K – – –
FM
337
Foster & Motley
Ohio
$315K +$59.3K +627 +24%
CTWM
338
Cherry Tree Wealth Management
Minnesota
$311K – – –
SS
339
SBI Securities
Japan
$311K -$1.61K -17 -0.5%
BHIA
340
Birch Hill Investment Advisors
Massachusetts
$308K – – –
SP
341
Stonebrook Private
Michigan
$307K +$189 +2 +0.1%
CAG
342
Csenge Advisory Group
Florida
$307K – – –
LSPW
343
Lake Street Private Wealth
Illinois
$301K -$12.7K -134 -4%
GKWIM
344
Gerber Kawasaki Wealth & Investment Management
California
$296K +$1.42K +15 +0.5%
MSA
345
Marino Stram & Associates
Massachusetts
$296K – – –
ISFAN
346
Investor's Fiduciary Advisor Network
Washington
$296K – – –
FC
347
Fusion Capital
South Carolina
$295K – – –
PWM
348
PMG Wealth Management
Illinois
$289K – – –
TSMHT
349
Thurston Springer Miller Herd & Titak
Indiana
$289K – – –
PFS
350
Prospera Financial Services
Texas
$289K – – –