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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
376
USAdvisors Wealth Management
Minnesota
$246K -$6.43K -68 -3%
SHIM
377
Stone House Investment Management
Pennsylvania
$245K – – –
CSP
378
Cary Street Partners
Virginia
$244K -$8.79K -93 -4%
VPP
379
Vertex Planning Partners
Illinois
$244K +$283 +3 +0.1%
Fiera Capital (Canada)
380
Fiera Capital (Canada)
Quebec, Canada
$240K – – –
WCG
381
Weaver Consulting Group
California
$238K -$14.2K -150 -6%
KBFS
382
Kohmann Bosshard Financial Services
Ohio
$235K – – –
KFP
383
KMG Fiduciary Partners
Ohio
$235K -$1.46M -15,451 -86%
CIAS
384
Capital Investment Advisory Services
North Carolina
$233K +$187K +1,984 +451%
APA
385
Astoria Portfolio Advisors
New York
$232K – – –
DC
386
Davenport & Co
Virginia
$224K +$1.98K +21 +0.9%
MFA
387
Mayflower Financial Advisors
Massachusetts
$222K +$218K +2,309 New
GAM
388
GEM Asset Management
Michigan
$220K – – –
BRWA
389
B. Riley Wealth Advisors
Florida
$220K +$215K +2,277 New
TTWM
390
TCV Trust & Wealth Management
Virginia
$219K – – –
CA
391
COFG Advisors
Illinois
$218K +$1.04K +11 +0.5%
VC
392
Vicus Capital
Pennsylvania
$217K -$70.8K -749 -25%
PTC
393
Philadelphia Trust Company
Pennsylvania
$217K – – –
KFS
394
Krane Financial Solutions
California
$215K +$210K +2,227 New
ONB
395
Old National Bancorp
Indiana
$213K -$14.6K -155 -7%
BFA
396
Bill Few Associates
Pennsylvania
$211K +$207K +2,190 New
PWP
397
Precedent Wealth Partners
Texas
$210K +$206K +2,182 New
DIA
398
Dana Investment Advisors
Wisconsin
$210K +$206K +2,181 New
SWM
399
Spire Wealth Management
Virginia
$209K – – –
HNB
400
Huntington National Bank
Ohio
$194K – – –