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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$3.85M -$359K -7,004 -9%
SWA
52
Stratos Wealth Advisors
Ohio
$3.81M +$367K +7,172 +11%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$3.33M +$11.7K +228 +0.4%
CAM
54
Cresset Asset Management
Illinois
$3.32M +$24.9K +486 +0.8%
CWM
55
Circle Wealth Management
New Jersey
$3.28M -$1.18M -23,132 -27%
TWP
56
Treybourne Wealth Planners
Indiana
$3.12M +$2.97M +58,082 New
EWA
57
EP Wealth Advisors
California
$2.99M -$34.5K -674 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.95M -$166K -3,240 -6%
CS
59
Comerica Securities
Michigan
$2.93M +$16K +312 +0.6%
CA
60
Cetera Advisors
Colorado
$2.88M +$30.9K +604 +1%
BFG
61
Berger Financial Group
Minnesota
$2.83M +$2.7M +52,674 New
GVAG
62
Great Valley Advisor Group
Delaware
$2.81M +$730K +14,268 +37%
PA
63
Paracle Advisors
Washington
$2.8M -$9.73K -190 -0.4%
KFI
64
Key Financial Inc
Pennsylvania
$2.76M +$122K +2,382 +5%
NFG
65
Nadler Financial Group
Illinois
$2.74M +$512 +10 +0%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.68M -$12.2K -238 -0.5%
PWAP
67
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.64M +$534K +10,440 +27%
IA
68
Insight Advisors
Pennsylvania
$2.57M +$2.45M +47,830 New
Stifel Financial
69
Stifel Financial
Missouri
$2.46M +$549K +10,724 +31%
M&T Bank
70
M&T Bank
New York
$2.44M +$13.9K +272 +0.6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$2.32M
SPC
72
Sigma Planning Corp
Michigan
$2.24M +$910K +17,770 +74%
Truist Financial
73
Truist Financial
North Carolina
$2.14M +$68.2K +1,332 +3%
FAIM
74
Financial Advocates Investment Management
Washington
$2.09M -$104K -2,034 -5%
ACG
75
Allen Capital Group
Nebraska
$1.95M +$33.8K +660 +2%