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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
326
Perfromance Wealth Partners
Illinois
$224K – – –
TIA
327
Tiemann Investment Advisors
California
$224K – – –
BJL
328
Brighton Jones LLC
Washington
$223K +$958 +12 +0.4%
FFN
329
Focus Financial Network
Minnesota
$223K – – –
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K – – –
BRWA
331
B. Riley Wealth Advisors
Florida
$220K -$723K -9,060 -77%
KCIC
332
Kuhn & Co Investment Counsel
Illinois
$216K +$217K +2,725 New
PIM
333
Pullen Investment Management
Florida
$216K – – –
UWM
334
USAdvisors Wealth Management
Minnesota
$216K -$22.3K -280 -9%
NCMW
335
Northern Capital Management (Washington)
Washington
$215K – – –
CAG
336
Csenge Advisory Group
Florida
$215K – – –
GC
337
Garde Capital
Washington
$214K – – –
CCMG
338
Clark Capital Management Group
Pennsylvania
$209K – – –
Vanguard Group
339
Vanguard Group
Pennsylvania
$209K -$23.6K -296 -10%
EWM
340
Empirical Wealth Management
Washington
$209K +$210K +2,633 New
SMC
341
Smith, Moore & Co
Missouri
$209K -$99.5K -1,247 -32%
NS
342
NBC Securities
Alabama
$208K +$209K +2,622 +87,400%
BFW
343
Brady Family Wealth
Missouri
$208K -$3.03K -38 -1%
CIA
344
Capital Investment Advisors
Georgia
$206K +$208K +2,601 New
PWP
345
Precedent Wealth Partners
Texas
$203K -$65.6K -822 -24%
VPP
346
Vertex Planning Partners
Illinois
$201K +$202K +2,530 New
DIA
347
Dana Investment Advisors
Wisconsin
$201K +$202K +2,527 New
EDRH
348
Edmond de Rothschild Holding
Switzerland
$197K – – –
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$172K +$75.7K +949 +78%
SWM
350
Spire Wealth Management
Virginia
$172K – – –