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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
376
Washington Trust Advisors
Massachusetts
$88.3K -$7.81K -100 -9%
CVM
377
Cheviot Value Management
California
$81.9K – – –
CFB
378
Cullen/Frost Bankers
Texas
$81.8K – – –
GI
379
GAMMA Investing
California
$77.5K – – –
OIA
380
Optimum Investment Advisors
Illinois
$76.4K – – –
CAM
381
Costello Asset Management
Pennsylvania
$75.2K +$312 +4 +0.4%
AF
382
Advisornet Financial
Minnesota
$74.2K +$78 +1 +0.1%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$73.9K – – –
IWM
384
Inlight Wealth Management
Georgia
$69.9K – – –
RIM
385
Ryan Investment Management
Colorado
$66.9K +$63.6K +814 New
BONH
386
Bank of New Hampshire
New Hampshire
$66.5K – – –
T
387
Transce3nd
Texas
$64.5K -$469 -6 -0.8%
GIA
388
GHP Investment Advisors
Colorado
$61.5K – – –
CFD
389
Creative Financial Designs
Indiana
$59.4K +$2.73K +35 +5%
AAS
390
Ameritas Advisory Services
Nebraska
$57.9K -$297K -3,807 -84%
FHA
391
First Horizon Advisors
Tennessee
$55K – – –
AAG
392
Armstrong Advisory Group
Massachusetts
$52.2K – – –
CT
393
Coastline Trust
Rhode Island
$49.3K – – –
AF
394
Allworth Financial
California
$48.1K +$26.6K +340 +138%
TFGT
395
TS Financial Group (TSFG)
Illinois
$48K +$156 +2 +0.3%
VC
396
Vestor Capital
Illinois
$43K -$998K -12,771 -98%
FGA
397
Fortis Group Advisors
New Jersey
$41.1K – – –
HAP
398
Harbor Asset Planning
Massachusetts
$40.7K +$38.7K +495 New
RI
399
Ridgewood Investments
New Jersey
$36.1K – – –
CFP
400
Comprehensive Financial Planning
Pennsylvania
$35.8K +$234 +3 +0.7%
14 15
16
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