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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
Fox Financial
Pennsylvania
$24.2M +$4.42M +55,455 +22%
LKWM
27
Lee-Kelleher Wealth Management
Maryland
$24M +$24.6M +307,922 New
Goldman Sachs
28
Goldman Sachs
New York
$23.7M +$4.45M +55,804 +22%
MCM
29
MAI Capital Management
Ohio
$20.5M -$27.3K -342 -0.1%
PAG
30
Private Advisor Group
New Jersey
$18.3M +$971K +12,182 +5%
BA
31
Bristlecone Advisors
Washington
$17.9M +$63.4K +795 +0.3%
FW
32
Fairway Wealth
Ohio
$17.3M +$3.21M +40,310 +22%
RWP
33
Revolve Wealth Partners
New Jersey
$17M -$120K -1,507 -0.7%
Osaic Holdings
34
Osaic Holdings
Arizona
$16.2M +$5.06M +63,467 +44%
SPIA
35
Steward Partners Investment Advisory
New York
$15.1M +$10.4K +130 +0.1%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$13.3M +$632K +7,922 +5%
FI
37
FIDELIS iM
Oregon
$12.9M -$756K -9,476 -5%
SA
38
Sanctuary Advisors
Indiana
$12.7M +$89.7K +1,125 +0.7%
HighTower Advisors
39
HighTower Advisors
Illinois
$12.5M +$96.9K +1,215 +0.8%
KAS
40
Kestra Advisory Services
Texas
$12.4M +$622K +7,805 +5%
JP Morgan Chase
41
JP Morgan Chase
New York
$12M +$761K +9,540 +7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$12M +$10.6K +133 +0.1%
CL
43
CLG LLC
California
$11.8M +$12.1M +151,729 New
DADC
44
D.A. Davidson & Co
Montana
$11.5M +$2.2M +27,646 +23%
FYW
45
Future You Wealth
New York
$11.2M +$11.5M +144,200 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$542K +6,796 +5%
LSPW
47
Lake Street Private Wealth
Illinois
$10.8M +$11M +138,258 New
AIP
48
Almanack Investment Partners
Pennsylvania
$10.6M -$241K -3,028 -2%
FAT
49
First American Trust
California
$9.12M +$9.35M +117,206 New
AP
50
Advisors Preferred
Maryland
$8.73M -$2.56M -32,167 -22%