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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$6.28M -$924K -14,277 -13%
DADC
52
D.A. Davidson & Co
Montana
$6.27M -$1.19M -18,426 -16%
SWA
53
Stratos Wealth Advisors
Ohio
$5.69M +$252K +3,891 +5%
AssetMark Inc
54
AssetMark Inc
California
$5.49M -$594K -9,170 -10%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.47M -$611K -9,429 -10%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$5.36M +$259K +3,998 +5%
SP
57
Sarasin & Partners
United Kingdom
$5.34M
KFI
58
Key Financial Inc
Pennsylvania
$4.57M +$50.2K +775 +1%
LW
59
Linscomb Wealth
Texas
$4.32M -$51.6K -797 -1%
CWM
60
Congress Wealth Management
Massachusetts
$4.26M +$259 +4 +0%
SPC
61
Sigma Planning Corp
Michigan
$3.58M +$10.8K +167 +0.3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$3.53M +$9.52K +147 +0.3%
CAM
63
Cresset Asset Management
Illinois
$3.19M -$65.9K -1,018 -2%
ACG
64
Allen Capital Group
Nebraska
$3.19M +$90.5K +1,397 +3%
NFG
65
Nadler Financial Group
Illinois
$3.09M -$22K -340 -0.7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$3.05M +$3M +46,369 New
MML Investors Services
67
MML Investors Services
Massachusetts
$3.03M +$669K +10,339 +29%
BFG
68
Berger Financial Group
Minnesota
$2.98M -$229K -3,537 -7%
CCM
69
Coldstream Capital Management
Washington
$2.92M -$260K -4,011 -8%
MWM
70
Mission Wealth Management
California
$2.82M -$939K -14,496 -25%
AWC
71
Adamsbrown Wealth Consultants
Kansas
$2.71M -$347K -5,366 -12%
EH
72
Equitable Holdings
New York
$2.71M -$152K -2,344 -5%
AFP
73
Ausdal Financial Partners
Iowa
$2.67M -$24K -371 -0.9%
EWA
74
EP Wealth Advisors
California
$2.58M -$11.4K -176 -0.4%
Truist Financial
75
Truist Financial
North Carolina
$2.54M -$4.79K -74 -0.2%