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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LKWM
26
Lee-Kelleher Wealth Management
Maryland
$27M +$782K +10,014 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$26.8M +$540K +6,911 +2%
FF
28
Fox Financial
Pennsylvania
$25.9M +$135K +1,731 +0.6%
Goldman Sachs
29
Goldman Sachs
New York
$25.8M -$167K -2,133 -0.7%
CL
30
CLG LLC
California
$23M +$2.64M +33,819 +14%
FW
31
Fairway Wealth
Ohio
$21.5M +$231K +2,958 +1%
PAG
32
Private Advisor Group
New Jersey
$20.9M +$274K +3,514 +1%
MCM
33
MAI Capital Management
Ohio
$20.6M +$480K +6,147 +3%
FI
34
FIDELIS iM
Oregon
$19.5M +$98K +1,255 +0.5%
BA
35
Bristlecone Advisors
Washington
$18.4M +$344K +4,400 +2%
RWP
36
Revolve Wealth Partners
New Jersey
$17.5M -$482K -6,171 -3%
DADC
37
D.A. Davidson & Co
Montana
$15.9M +$1.02M +13,094 +7%
SPIA
38
Steward Partners Investment Advisory
New York
$15.7M -$31.6K -404 -0.2%
FYW
39
Future You Wealth
New York
$15.7M +$725K +9,284 +5%
KAS
40
Kestra Advisory Services
Texas
$15.3M +$1.73M +22,190 +14%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$14.4M -$444K -5,679 -3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$690K +8,831 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$13.7M +$704K +9,015 +6%
JP Morgan Chase
44
JP Morgan Chase
New York
$13.5M -$1.19M -15,250 -8%
SA
45
Sanctuary Advisors
Indiana
$13.4M -$82.6K -1,057 -0.6%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$11.2M -$228K -2,919 -2%
CWMK
47
Caliber Wealth Management (Kansas)
Kansas
$10.4M -$590K -7,557 -6%
FAT
48
First American Trust
California
$10.4M +$156K +1,996 +2%
SFWC
49
Strategic Family Wealth Counselors
New Jersey
$9.16M +$249K +3,187 +3%
UAG
50
United Advisor Group
Ohio
$8.92M -$31.6K -404 -0.4%