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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$15.8M +$985K +16,135 +7%
Goldman Sachs
27
Goldman Sachs
New York
$15.6M -$4.07M -66,737 -21%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$15.1M -$34.1K -558 -0.2%
AIP
29
Almanack Investment Partners
Pennsylvania
$14.9M +$169K +2,770 +1%
BA
30
Bristlecone Advisors
Washington
$14.8M +$1.35M +22,052 +10%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$14.2M +$525K +8,596 +4%
KAS
32
Kestra Advisory Services
Texas
$13.6M +$2.3M +37,626 +21%
JP Morgan Chase
33
JP Morgan Chase
New York
$13.5M +$2.14M +35,006 +19%
TFA
34
Tobias Financial Advisors
Florida
$13.4M +$30.7K +503 +0.2%
CS
35
Comerica Securities
Michigan
$13.3M -$32K -525 -0.2%
SPIA
36
Steward Partners Investment Advisory
New York
$12.5M +$20.5K +336 +0.2%
CAN
37
Cetera Advisor Networks
California
$11.6M +$974K +15,956 +9%
PWMG
38
Prestige Wealth Management Group
New Jersey
$11.2M -$214K -3,508 -2%
ACM
39
Advisors Capital Management
New Jersey
$11.1M +$7.7M +126,074 +236%
LSPW
40
Lake Street Private Wealth
Illinois
$11M -$244K -4,002 -2%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10.8M -$459K -7,512 -4%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$10.7M +$358K +5,858 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.6M -$539K -8,828 -5%
FI
44
FIDELIS iM
Oregon
$9.19M -$36.6K -599 -0.4%
IA
45
IFG Advisory
Georgia
$8.29M +$7.22M +118,309 +760%
CI
46
CX Institutional
Indiana
$7.89M +$264K +4,324 +4%
CCA
47
Clearwater Capital Advisors
Illinois
$7.55M -$155K -2,543 -2%
1WM
48
1900 Wealth Management
Texas
$7.53M -$333K -5,453 -4%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$7.27M +$173K +2,834 +2%
CA
50
Cetera Advisors
Colorado
$7.03M +$3.79M +62,160 +121%