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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$17.2M +$3M +49,459 +19%
TCPWM
27
Traverso Chambers Private Wealth Management
California
$13.5M +$6.49M +107,122 +78%
OCM
28
One Capital Management
California
$13.2M +$116K +1,919 +0.8%
AIP
29
Almanack Investment Partners
Pennsylvania
$13.1M +$14.4M +237,893 New
Stifel Financial
30
Stifel Financial
Missouri
$12.8M +$144K +2,373 +1%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$12.2M +$2.04M +33,663 +18%
BA
32
Bristlecone Advisors
Washington
$12M +$850K +14,027 +7%
TFA
33
Tobias Financial Advisors
Florida
$11.9M +$536K +8,844 +4%
CS
34
Comerica Securities
Michigan
$11.9M +$69.4K +1,145 +0.5%
PAG
35
Private Advisor Group
New Jersey
$11.6M +$2.32M +38,261 +22%
SPIA
36
Steward Partners Investment Advisory
New York
$11.1M -$98K -1,617 -0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$10.5M -$631K -10,403 -5%
PWMG
38
Prestige Wealth Management Group
New Jersey
$10.2M +$34K +561 +0.3%
KAS
39
Kestra Advisory Services
Texas
$10.1M +$813K +13,412 +8%
JP Morgan Chase
40
JP Morgan Chase
New York
$10.1M -$4.11M -67,779 -27%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M -$345K -5,686 -3%
LSPW
42
Lake Street Private Wealth
Illinois
$10M +$91.7K +1,513 +0.8%
CAN
43
Cetera Advisor Networks
California
$9.49M +$538K +8,866 +5%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$9.31M +$501K +8,269 +5%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.05M -$136K -2,247 -1%
FI
46
FIDELIS iM
Oregon
$8.23M +$641K +10,566 +8%
1WM
47
1900 Wealth Management
Texas
$7.02M -$234K -3,856 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$6.87M +$265K +4,364 +4%
CI
49
CX Institutional
Indiana
$6.8M +$450K +7,417 +6%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$6.33M -$28.9K -476 -0.4%