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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$32.8M -$1.87M -19,787 -5%
PAG
27
Private Advisor Group
New Jersey
$32M +$4.41M +46,665 +16%
LI
28
LRI Investments
Florida
$31.8M -$214K -2,263 -0.7%
FF
29
Fox Financial
Pennsylvania
$30M -$143K -1,518 -0.5%
SWP
30
Stratos Wealth Partners
Ohio
$29.7M -$1.99M -21,080 -6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$27.5M +$887K +9,390 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$26.3M +$2.81M +29,699 +12%
NWP
33
NerdWallet Wealth Partners
New York
$25.4M +$2.73M +28,902 +12%
FW
34
Fairway Wealth
Ohio
$25.3M -$44.7K -473 -0.2%
FI
35
FIDELIS iM
Oregon
$25.3M -$325K -3,442 -1%
OG
36
Odyssey Group
Pennsylvania
$23.9M +$23.4M +247,638 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$22M -$946K -10,010 -4%
MCM
38
MAI Capital Management
Ohio
$21.9M -$2.93M -30,996 -12%
SA
39
Sanctuary Advisors
Indiana
$20.7M +$493K +5,212 +2%
KAS
40
Kestra Advisory Services
Texas
$20.7M -$2.65M -28,033 -12%
DADC
41
D.A. Davidson & Co
Montana
$20.2M -$355K -3,759 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$19.4M +$649K +6,868 +4%
RWP
43
Revolve Wealth Partners
New Jersey
$19.1M +$74.8K +792 +0.4%
SPIA
44
Steward Partners Investment Advisory
New York
$18.6M +$206K +2,180 +1%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$18.6M +$255K +2,698 +1%
JP Morgan Chase
46
JP Morgan Chase
New York
$17.1M -$980K -10,366 -6%
TFS
47
truNorth Financial Services
Pennsylvania
$14.5M +$555K +5,876 +4%
William Blair & Company
48
William Blair & Company
Illinois
$13.1M +$436K +4,611 +4%
AL
49
Aspiriant LLC
California
$12.2M +$3.07M +32,450 +35%
UAG
50
United Advisor Group
Ohio
$12M +$266K +2,811 +2%