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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$258K +$364 +4 +0.1%
JWM
352
JGP Wealth Management
Oregon
$257K
LCM
353
LVM Capital Management
Michigan
$257K +$261K +2,874 New
TIA
354
Tiemann Investment Advisors
California
$252K
BAAM
355
Baker Avenue Asset Management
California
$246K +$250K +2,750 New
KCIC
356
Kuhn & Co Investment Counsel
Illinois
$243K
PIM
357
Pullen Investment Management
Florida
$243K
TWP
358
TFO Wealth Partners
Ohio
$243K +$247K +2,716 New
NCMW
359
Northern Capital Management (Washington)
Washington
$242K
PWA
360
PCG Wealth Advisors
Kansas
$242K +$23.6K +260 +11%
GC
361
Garde Capital
Washington
$241K
NWM
362
Nova Wealth Management
Florida
$238K +$818 +9 +0.3%
CAM
363
Costello Asset Management
Pennsylvania
$236K +$157K +1,724 +187%
FM
364
Foster & Motley
Ohio
$236K +$241K +2,647 New
WIA
365
World Investment Advisors
California
$235K -$981K -10,790 -80%
SMC
366
Smith, Moore & Co
Missouri
$235K
CSP
367
Cary Street Partners
Virginia
$235K +$909 +10 +0.4%
AWM
368
Abound Wealth Management
Tennessee
$234K +$239K +2,625 New
WCG
369
Weaver Consulting Group
California
$234K -$45.5K -500 -16%
BFW
370
Brady Family Wealth
Missouri
$234K
BPA
371
Beacon Pointe Advisors
California
$233K
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$232K -$136K -1,495 -37%
IFWM
373
Institute for Wealth Management
Colorado
$230K
UWM
374
USAdvisors Wealth Management
Minnesota
$230K +$727 +8 +0.3%
SHIM
375
Stone House Investment Management
Pennsylvania
$227K