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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Tobias Financial Advisors
Florida
$14M +$13.8M +213,533 New
Stifel Financial
27
Stifel Financial
Missouri
$13.4M +$8.32M +128,541 +171%
SPIA
28
Steward Partners Investment Advisory
New York
$13.3M +$114K +1,759 +0.9%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$12.6M -$472K -7,284 -4%
KAS
30
Kestra Advisory Services
Texas
$12.1M +$923K +14,254 +8%
CS
31
Comerica Securities
Michigan
$11.9M -$905K -13,982 -7%
PWMG
32
Prestige Wealth Management Group
New Jersey
$11.6M +$11.2M +173,338 +4,622%
LSPW
33
Lake Street Private Wealth
Illinois
$11.5M +$442K +6,820 +4%
BA
34
Bristlecone Advisors
Washington
$11.4M +$1.56M +24,109 +16%
HighTower Advisors
35
HighTower Advisors
Illinois
$10.9M -$16K -247 -0.1%
CAN
36
Cetera Advisor Networks
California
$9.99M +$342K +5,282 +4%
PAG
37
Private Advisor Group
New Jersey
$9.81M +$2.95M +45,565 +44%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.6M -$1.43M -22,039 -12%
1WM
39
1900 Wealth Management
Texas
$9.27M -$12.6K -195 -0.1%
AWS
40
Atria Wealth Solutions
New York
$9.11M +$8.98M +138,612 New
FI
41
FIDELIS iM
Oregon
$9.07M +$164K +2,529 +2%
TCPWM
42
Traverso Chambers Private Wealth Management
California
$9.05M +$75.8K +1,171 +0.9%
CCA
43
Clearwater Capital Advisors
Illinois
$8.25M -$240K -3,709 -3%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$7.5M +$1.23K +19 +0%
JWCA
45
J.W. Cole Advisors
Florida
$7.41M +$13.3K +205 +0.2%
MWP
46
Moller Wealth Partners
$7.07M -$23.1K -356 -0.3%
MFP
47
Meridian Financial Partners
Virginia
$7.05M -$2.6M -40,149 -27%
CWM
48
Circle Wealth Management
New Jersey
$6.73M +$3.34M +51,550 +102%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$6.46M -$649K -10,027 -9%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$6.37M -$8.12M -125,424 -56%