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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
326
Mutual Advisors
Nebraska
$299K +$273 +3 +0.1%
UCFA
327
United Capital Financial Advisors
Texas
$297K +$48.5K +533 +19%
OWP
328
Obermeyer Wealth Partners
Colorado
$294K – – –
WCP
329
Wick Capital Partners
Pennsylvania
$293K – – –
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K – – –
SS
331
SBI Securities
Japan
$290K +$12.7K +140 +5%
LSPW
332
Lake Street Private Wealth
Illinois
$289K -$5.46M -60,067 -95%
CTWM
333
Cherry Tree Wealth Management
Minnesota
$289K -$14.6K -161 -5%
BHIA
334
Birch Hill Investment Advisors
Massachusetts
$286K – – –
CAG
335
Csenge Advisory Group
Florida
$284K +$27.6K +304 +11%
SP
336
Stonebrook Private
Michigan
$284K +$8.73K +96 +3%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$280K -$61.4K -675 -18%
MIM
338
MTM Investment Management
South Carolina
$279K – – –
ISFAN
339
Investor's Fiduciary Advisor Network
Washington
$275K – – –
MSA
340
Marino Stram & Associates
Massachusetts
$275K – – –
GKWIM
341
Gerber Kawasaki Wealth & Investment Management
California
$274K -$49K -539 -15%
FC
342
Fusion Capital
South Carolina
$274K – – –
ML
343
MLP3 LLC
New Jersey
$270K +$1.09K +12 +0.4%
AFO
344
Arrowroot Family Office
California
$269K -$545 -6 -0.2%
VC
345
Vicus Capital
Pennsylvania
$268K +$14.2K +156 +5%
PWM
346
PMG Wealth Management
Illinois
$268K – – –
TSMHT
347
Thurston Springer Miller Herd & Titak
Indiana
$268K – – –
PFS
348
Prospera Financial Services
Texas
$268K -$40.7K -448 -13%
ACP
349
Aviance Capital Partners
Florida
$265K – – –
DFS
350
Dixon Fnancial Services
California
$259K +$1.09K +12 +0.4%
12 13
14
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