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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
$30.4M +$1.78M +21,011 +6%
LI
27
LRI Investments
Florida
$29.1M -$92.8K -1,097 -0.3%
Goldman Sachs
28
Goldman Sachs
New York
$29M +$1.64M +19,376 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$28.8M +$341K +4,035 +1%
FF
30
Fox Financial
Pennsylvania
$27.3M -$106K -1,254 -0.4%
FW
31
Fairway Wealth
Ohio
$23.7M +$899K +10,626 +4%
PAG
32
Private Advisor Group
New Jersey
$22.4M +$257K +3,038 +1%
MCM
33
MAI Capital Management
Ohio
$21.6M -$241K -2,845 -1%
BA
34
Bristlecone Advisors
Washington
$19.8M +$267K +3,161 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$3.88M +45,800 +27%
DADC
36
D.A. Davidson & Co
Montana
$18.2M +$1.3M +15,324 +8%
RWP
37
Revolve Wealth Partners
New Jersey
$18.2M -$389K -4,598 -2%
NWP
38
NerdWallet Wealth Partners
New York
$17.6M +$17.1M +202,113 New
SPIA
39
Steward Partners Investment Advisory
New York
$16.6M -$49.2K -581 -0.3%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$16.4M +$1.11M +13,129 +7%
SA
41
Sanctuary Advisors
Indiana
$15.6M +$1.44M +16,959 +10%
HighTower Advisors
42
HighTower Advisors
Illinois
$14.7M +$261K +3,080 +2%
JP Morgan Chase
43
JP Morgan Chase
New York
$14.3M +$6.26K +74 +0%
KAS
44
Kestra Advisory Services
Texas
$14.2M -$1.96M -23,177 -12%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$991K +11,707 +9%
FAT
46
First American Trust
California
$10.7M -$315K -3,722 -3%
UAG
47
United Advisor Group
Ohio
$10.2M +$735K +8,687 +8%
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$9.87M +$154K +1,825 +2%
SWA
49
Stratos Wealth Advisors
Ohio
$9.33M +$221K +2,606 +2%
William Blair & Company
50
William Blair & Company
Illinois
$9.29M +$7.92M +93,559 +711%