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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
376
Dana Investment Advisors
Wisconsin
$216K +$9.69K +111 +5%
PWA
377
PCG Wealth Advisors
Kansas
$216K +$786 +9 +0.4%
KBFS
378
Kohmann Bosshard Financial Services
Ohio
$215K – – –
ONB
379
Old National Bancorp
Indiana
$208K – – –
SLT
380
St Louis Trust
Missouri
$208K – – –
IFG
381
Independent Financial Group
California
$202K – – –
BRWA
382
B. Riley Wealth Advisors
Florida
$201K +$200K +2,286 New
TTWM
383
TCV Trust & Wealth Management
Virginia
$200K +$199K +2,275 New
SWM
384
Spire Wealth Management
Virginia
$191K – – –
RBC
385
Roble Belko & Company
Pennsylvania
$176K – – –
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$159K +$87 +1 +0.1%
Franklin Resources
387
Franklin Resources
California
$149K – – –
HR
388
Howe & Rusling
New York
$143K – – –
FMTCOCP
389
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K -$34.9K -400 -20%
PWMA
390
Pension & Wealth Management Advisors
Massachusetts
$137K – – –
GI
391
GAMMA Investing
California
$136K – – –
OP
392
ORG Partners
Indiana
$132K – – –
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
$130K -$41.6K -476 -24%
JEST
394
JTC Employer Solutions Trustee
Jersey
$129K – – –
NWMP
395
Noble Wealth Management PBC
Colorado
$127K – – –
CFO
396
CVA Family Office
Colorado
$126K – – –
IA
397
IFP Advisors
Florida
$123K -$13.1K -150 -10%
AC
398
AlphaCore Capital
California
$117K +$116K +1,330 New
FF
399
Frankly Finances
Florida
$114K +$113K +1,290 New
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –