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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$18.9M +$1.92M +30,934 +12%
MHS
27
M Holdings Securities
Oregon
$18.7M -$1.94M -31,225 -10%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$15.9M +$125K +2,008 +0.8%
CS
29
Comerica Securities
Michigan
$15.9M +$97.1K +1,565 +0.6%
RWP
30
Revolve Wealth Partners
New Jersey
$15.1M -$7.63M -122,929 -34%
CAN
31
Cetera Advisor Networks
California
$13.9M +$1.78M +28,650 +15%
AIP
32
Almanack Investment Partners
Pennsylvania
$13.5M -$1.51M -24,365 -10%
SPIA
33
Steward Partners Investment Advisory
New York
$12.5M -$61.9K -997 -0.5%
BA
34
Bristlecone Advisors
Washington
$12.4M -$2.16M -34,785 -15%
LSPW
35
Lake Street Private Wealth
Illinois
$12.4M +$692K +11,151 +6%
TFA
36
Tobias Financial Advisors
Florida
$12.2M +$169K +2,732 +1%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$11.5M +$231K +3,728 +2%
FI
38
FIDELIS iM
Oregon
$10.5M +$269K +4,334 +3%
IA
39
IFG Advisory
Georgia
$10.4M +$244K +3,929 +2%
SWP
40
ShoreHaven Wealth Partners
New Jersey
$10.1M -$1.74M -28,044 -15%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M -$513K -8,263 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.91M +$461K +7,424 +5%
BFA
43
BMS Financial Advisors
South Dakota
$9.4M +$9.17M +147,770 New
CA
44
Cetera Advisors
Colorado
$9.3M +$486K +7,831 +6%
KAS
45
Kestra Advisory Services
Texas
$8.61M -$3.06M -49,279 -27%
MWP
46
Moller Wealth Partners
$6.56M -$218K -3,518 -3%
SWA
47
Stratos Wealth Advisors
Ohio
$6.26M -$36.2K -584 -0.6%
1WM
48
1900 Wealth Management
Texas
$6.11M -$1.15M -18,527 -16%
Stifel Financial
49
Stifel Financial
Missouri
$6.05M +$123K +1,980 +2%
CI
50
CX Institutional
Indiana
$6.01M -$386K -6,219 -6%