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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
376
ORG Partners
Indiana
$131K – – –
JEST
377
JTC Employer Solutions Trustee
Jersey
$127K – – –
NWMP
378
Noble Wealth Management PBC
Colorado
$125K +$122K +1,437 New
CFO
379
CVA Family Office
Colorado
$124K – – –
ACA
380
Aptus Capital Advisors
Alabama
$108K -$21.4K -253 -17%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K – – –
WTA
382
Washington Trust Advisors
Massachusetts
$93.6K – – –
CT
383
Clearstead Trust
Maine
$88.5K -$61.4K -725 -42%
CFB
384
Cullen/Frost Bankers
Texas
$86.7K – – –
CVM
385
Cheviot Value Management
California
$85.3K – – –
TCB
386
Texas Capital Bancshares
Texas
$83.1K +$80.8K +955 New
OIA
387
Optimum Investment Advisors
Illinois
$80.9K – – –
CAM
388
Costello Asset Management
Pennsylvania
$79.9K +$254 +3 +0.3%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$78.3K – – –
AF
390
Allworth Financial
California
$74.3K +$22.7K +268 +46%
IWM
391
Inlight Wealth Management
Georgia
$74.1K – – –
BONH
392
Bank of New Hampshire
New Hampshire
$70.5K – – –
GIA
393
GHP Investment Advisors
Colorado
$65.1K – – –
CFD
394
Creative Financial Designs
Indiana
$62.9K – – –
FHC
395
First Horizon Corporation
Tennessee
$58.3K +$56.7K +670 New
AAG
396
Armstrong Advisory Group
Massachusetts
$55.4K – – –
CT
397
Coastline Trust
Rhode Island
$52.2K – – –
FGA
398
Fortis Group Advisors
New Jersey
$43.5K – – –
HAP
399
Harbor Asset Planning
Massachusetts
$43.3K +$254 +3 +0.6%
CFP
400
Comprehensive Financial Planning
Pennsylvania
$38.1K +$169 +2 +0.5%
14 15
16
17 18