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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$32.2M -$869K -9,555 -3%
LI
27
LRI Investments
Florida
$29.7M -$109K -1,200 -0.4%
SWP
28
Stratos Wealth Partners
Ohio
$29.4M -$3.45M -37,906 -10%
FF
29
Fox Financial
Pennsylvania
$28M +$186K +2,045 +0.7%
PAG
30
Private Advisor Group
New Jersey
$25.5M +$2.24M +24,674 +9%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$24.7M -$6.69M -73,550 -21%
FI
32
FIDELIS iM
Oregon
$23.7M -$176K -1,932 -0.7%
FW
33
Fairway Wealth
Ohio
$23.5M -$1.46M -16,091 -6%
MCM
34
MAI Capital Management
Ohio
$23.1M +$816K +8,972 +4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$21.8M +$1.43M +15,772 +7%
KAS
36
Kestra Advisory Services
Texas
$21.7M +$3.94M +43,296 +22%
Corient Private Wealth
37
Corient Private Wealth
Florida
$21.3M -$162K -1,777 -0.7%
NWP
38
NerdWallet Wealth Partners
New York
$21M +$1.16M +12,803 +6%
DADC
39
D.A. Davidson & Co
Montana
$19.1M +$214K +2,357 +1%
SA
40
Sanctuary Advisors
Indiana
$18.7M +$623K +6,852 +3%
RWP
41
Revolve Wealth Partners
New Jersey
$17.6M -$1.36M -14,975 -7%
HighTower Advisors
42
HighTower Advisors
Illinois
$17.4M +$821K +9,028 +5%
SPIA
43
Steward Partners Investment Advisory
New York
$17.1M +$62.4K +686 +0.4%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$17M -$204K -2,240 -1%
JP Morgan Chase
45
JP Morgan Chase
New York
$16.4M +$110K +1,212 +0.7%
TFS
46
truNorth Financial Services
Pennsylvania
$12.9M +$507K +5,576 +4%
William Blair & Company
47
William Blair & Company
Illinois
$11.7M +$1.19M +13,064 +11%
AWA
48
Arkadios Wealth Advisors
Georgia
$11.3M +$9.74M +107,173 +567%
AP
49
Advisors Preferred
Maryland
$10.9M +$5.08M +55,847 +84%
UAG
50
United Advisor Group
Ohio
$10.9M +$77.6K +854 +0.7%