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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
351
JGP Wealth Management
Oregon
$254K
CAG
352
Csenge Advisory Group
Florida
$254K
VC
353
Vicus Capital
Pennsylvania
$251K -$35.1K -402 -12%
TIA
354
Tiemann Investment Advisors
California
$249K
IWC
355
Integrated Wealth Concepts
Massachusetts
$247K -$718K -8,216 -75%
UCFA
356
United Capital Financial Advisors
Texas
$246K +$244K +2,791 New
KCIC
357
Kuhn & Co Investment Counsel
Illinois
$240K
PIM
358
Pullen Investment Management
Florida
$240K
NCMW
359
Northern Capital Management (Washington)
Washington
$239K
GC
360
Garde Capital
Washington
$238K
NWM
361
Nova Wealth Management
Florida
$234K -$1.22K -14 -0.5%
SMC
362
Smith, Moore & Co
Missouri
$232K
CSP
363
Cary Street Partners
Virginia
$231K -$70.9K -812 -24%
BFW
364
Brady Family Wealth
Missouri
$231K
UWM
365
USAdvisors Wealth Management
Minnesota
$230K +$873 +10 +0.4%
BPA
366
Beacon Pointe Advisors
California
$229K
NS
367
NBC Securities
Alabama
$228K +$14.6K +167 +7%
IFWM
368
Institute for Wealth Management
Colorado
$227K -$68.1K -780 -23%
APA
369
Astoria Portfolio Advisors
New York
$224K
SHIM
370
Stone House Investment Management
Pennsylvania
$224K +$222K +2,540 New
VPP
371
Vertex Planning Partners
Illinois
$223K -$611 -7 -0.3%
PWM
372
Prosperity Wealth Management
California
$222K -$1.57K -18 -0.7%
Vanguard Group
373
Vanguard Group
Pennsylvania
$220K -$87 -1 -0%
Fiera Capital (Canada)
374
Fiera Capital (Canada)
Quebec, Canada
$220K
EDRH
375
Edmond de Rothschild Holding
Switzerland
$218K