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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$10.1M +$6.39M +124,782 +191%
SWP
27
ShoreHaven Wealth Partners
New Jersey
$9.82M +$9.36M +182,762 New
1WM
28
1900 Wealth Management
Texas
$9.69M +$9.22M +180,196 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$9.25M +$758K +14,802 +9%
AP
30
Advisors Preferred
Maryland
$8.55M +$8.25M +161,198 New
CI
31
CX Institutional
Indiana
$8.32M -$758K -14,816 -9%
CCA
32
Clearwater Capital Advisors
Illinois
$8.15M -$94.4K -1,844 -1%
TFA
33
Tobias Financial Advisors
Florida
$8.06M +$161K +3,136 +2%
BA
34
Bristlecone Advisors
Washington
$7.96M +$477K +9,322 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$7.75M +$921K +17,984 +14%
MFP
36
Meridian Financial Partners
Virginia
$7.38M +$108K +2,114 +2%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$7.24M -$61.3K -1,198 -0.9%
AssetMark Inc
38
AssetMark Inc
California
$6.7M -$173K -3,372 -3%
AAS
39
Avantax Advisory Services
Texas
$6.55M -$3.31M -64,698 -35%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$6.48M +$159K +3,106 +3%
AWM
41
AE Wealth Management
Kansas
$5.96M +$5.67M +110,796 New
JWCA
42
J.W. Cole Advisors
Florida
$5.79M +$48.2K +942 +0.9%
DADC
43
D.A. Davidson & Co
Montana
$5.78M -$107K -2,090 -2%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$5.76M -$424K -8,286 -7%
MWP
45
Moller Wealth Partners
$5.67M -$245K -4,790 -4%
LSPW
46
Lake Street Private Wealth
Illinois
$5.56M -$286K -5,582 -5%
SS
47
Simplicity Solutions
Minnesota
$5.42M +$5.17M +100,908 New
SP
48
Sarasin & Partners
United Kingdom
$4.84M -$92K -1,798 -2%
CAN
49
Cetera Advisor Networks
California
$4.48M -$4.09K -80 -0.1%
LW
50
Linscomb Wealth
Texas
$4.12M -$35.3K -690 -0.9%