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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
376
Peterson Financial Group
Iowa
$1.04K +$981 +13 New
CMP
377
Coston McIsaac & Partners
Maine
$1K – – –
DFA
378
DHJJ Financial Advisors
Illinois
$943 – – –
BWL
379
Bogart Wealth LLC
Virginia
$157 -$226 -3 -60%
LSPW
380
Lake Street Private Wealth
Illinois
– -$10.3M -141,082 Closed
TWD
381
True Wealth Design
Ohio
– -$3.25M -44,631 Closed
IAIM
382
International Assets Investment Management
Florida
– -$2.43M -33,417 Closed
GS
383
GTS Securities
Florida
– -$1.69M -23,262 Closed
HOWA
384
Heritage Oak Wealth Advisors
Florida
– -$736K -10,117 Closed
HF
385
HRT Financial
New York
– -$472K -6,492 Closed
FNBT
386
FineMark National Bank & Trust
Florida
– -$363K -4,990 Closed
OFS
387
OneAscent Financial Services
Alabama
– -$342K -4,696 Closed
IF
388
Intrua Financial
Texas
– -$291K -4,007 Closed
FFS
389
Founders Financial Securities
Maryland
– -$263K -3,618 Closed
SFI
390
SPC Financial Inc
Maryland
– -$262K -3,600 Closed
EFG
391
Ethos Financial Group
Pennsylvania
– -$259K -3,558 Closed
LNB
392
Ledyard National Bank
– -$205K -2,818 Closed
SMA
393
Sage Mountain Advisors
Georgia
– -$119K -1,635 Closed
NL
394
NVWM LLC
Pennsylvania
– -$28K -385 Closed
RIA
395
Realta Investment Advisors
Delaware
– -$21K -289 Closed
TWP
396
Triad Wealth Partners
Kansas
– -$13.4K -184 Closed
RTC
397
Riverview Trust Company
Washington
– -$3.2K -44 Closed
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