We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PV
26
Private Vista
Illinois
$7.99M -$4.55M -101,058 -37%
JP Morgan Chase
27
JP Morgan Chase
New York
$7.48M +$1.13M +25,126 +18%
CCA
28
Clearwater Capital Advisors
Illinois
$7.15M -$694K -15,418 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$6.96M -$10.1M -225,054 -60%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$6.81M +$1.08M +24,064 +20%
TFA
31
Tobias Financial Advisors
Florida
$6.59M -$1.17M -25,898 -15%
MFP
32
Meridian Financial Partners
Virginia
$6.28M +$72.4K +1,608 +1%
TCPWM
33
Traverso Chambers Private Wealth Management
California
$6.16M +$152K +3,376 +3%
MWP
34
Moller Wealth Partners
$5.8M +$2.3M +51,032 +69%
BA
35
Bristlecone Advisors
Washington
$5.74M +$935K +20,780 +20%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$5.59M -$667K -14,810 -11%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$5.58M +$1.18M +26,120 +28%
Jane Street
38
Jane Street
New York
$5.47M +$4.5M +100,010 +560%
AAS
39
Avantax Advisory Services
Texas
$5.36M -$1.59M -35,306 -23%
SP
40
Sarasin & Partners
United Kingdom
$5.1M -$374K -8,320 -7%
AssetMark Inc
41
AssetMark Inc
California
$4.93M -$861K -19,130 -15%
LSPW
42
Lake Street Private Wealth
Illinois
$4.92M -$47.9K -1,064 -1%
DADC
43
D.A. Davidson & Co
Montana
$4.83M +$276K +6,134 +6%
JWCA
44
J.W. Cole Advisors
Florida
$4.66M +$4.52M +100,394 New
CAN
45
Cetera Advisor Networks
California
$4.41M +$165K +3,666 +4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$4.08M -$1.72M -38,192 -30%
CWM
47
Circle Wealth Management
New Jersey
$3.89M +$17.5K +388 +0.5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.82M +$3.7M +82,260 New
Truist Financial
49
Truist Financial
North Carolina
$3.77M +$111K +2,468 +3%
CAM
50
Cresset Asset Management
Illinois
$3.67M +$3.56M +78,996 New