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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
326
Carnegie Investment Counsel
Ohio
$217K
Jones Financial Companies
327
Jones Financial Companies
Missouri
$215K +$171K +2,149 +347%
PIM
328
Pullen Investment Management
Florida
$212K
NCMW
329
Northern Capital Management (Washington)
Washington
$211K
GC
330
Garde Capital
Washington
$210K
BFW
331
Brady Family Wealth
Missouri
$207K
CCMG
332
Clark Capital Management Group
Pennsylvania
$205K +$210K +2,639 New
EDRH
333
Edmond de Rothschild Holding
Switzerland
$193K
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$190K +$195K +2,440 New
SWM
335
Spire Wealth Management
Virginia
$169K
RBC
336
Roble Belko & Company
Pennsylvania
$156K
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$148K -$1.99K -25 -1%
NWMP
338
Noble Wealth Management PBC
Colorado
$133K +$136K +1,710 New
Franklin Resources
339
Franklin Resources
California
$131K
SMA
340
Sage Mountain Advisors
Georgia
$127K +$130K +1,634 New
PWMA
341
Pension & Wealth Management Advisors
Massachusetts
$121K
IA
342
IFP Advisors
Florida
$117K +$39.9K +500 +50%
OP
343
ORG Partners
Indiana
$117K +$120K +1,500 New
JEST
344
JTC Employer Solutions Trustee
Jersey
$114K
S
345
SignatureFD
Georgia
$113K +$80 +1 +0.1%
CFO
346
CVA Family Office
Colorado
$111K
WTA
347
Washington Trust Advisors
Massachusetts
$103K
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$95.2K
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.3K
PA
350
PSI Advisors
Florida
$90.7K