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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
$25.4M -$709K -8,891 -3%
LKWM
27
Lee-Kelleher Wealth Management
Maryland
$25.3M +$829K +10,393 +3%
Goldman Sachs
28
Goldman Sachs
New York
$25.1M +$925K +11,588 +4%
FF
29
Fox Financial
Pennsylvania
$24.9M +$205K +2,568 +0.8%
FW
30
Fairway Wealth
Ohio
$20.6M +$2.89M +36,253 +16%
PAG
31
Private Advisor Group
New Jersey
$19.9M +$1.29M +16,214 +7%
CL
32
CLG LLC
California
$19.5M +$7.53M +94,327 +62%
MCM
33
MAI Capital Management
Ohio
$19.5M -$1.45M -18,150 -7%
FI
34
FIDELIS iM
Oregon
$18.7M +$5.64M +70,645 +43%
RWP
35
Revolve Wealth Partners
New Jersey
$17.4M +$87.8K +1,100 +0.5%
BA
36
Bristlecone Advisors
Washington
$17.4M -$821K -10,291 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$15.2M -$202K -2,535 -1%
FYW
38
Future You Wealth
New York
$14.4M +$2.98M +37,319 +26%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$14.4M +$795K +9,964 +6%
DADC
40
D.A. Davidson & Co
Montana
$14.4M +$2.68M +33,557 +23%
JP Morgan Chase
41
JP Morgan Chase
New York
$14.3M +$2.01M +25,129 +16%
KAS
42
Kestra Advisory Services
Texas
$13M +$362K +4,537 +3%
SA
43
Sanctuary Advisors
Indiana
$13M +$503K +6,303 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$12.6M +$392K +4,919 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$12.5M -$303K -3,792 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$545K -6,826 -5%
CWMK
47
Caliber Wealth Management (Kansas)
Kansas
$10.7M +$10.7M +134,297 New
FAT
48
First American Trust
California
$9.87M +$572K +7,166 +6%
AIP
49
Almanack Investment Partners
Pennsylvania
$9.84M -$941K -11,791 -9%
RA
50
RFG Advisory
Alabama
$9.59M +$1.42M +17,831 +17%