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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$6.18M +$391K +6,226 +6%
AWS
52
Atria Wealth Solutions
New York
$5.72M -$2.63M -41,860 -30%
SWA
53
Stratos Wealth Advisors
Ohio
$5.36M +$257K +4,082 +5%
DADC
54
D.A. Davidson & Co
Montana
$5.34M -$310K -4,925 -5%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.29M +$396K +6,299 +8%
JWCA
56
J.W. Cole Advisors
Florida
$5.17M -$1.6M -25,405 -23%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$5.05M +$247K +3,928 +5%
SP
58
Sarasin & Partners
United Kingdom
$4.78M -$18.9K -300 -0.4%
AssetMark Inc
59
AssetMark Inc
California
$4.36M -$617K -9,809 -12%
KFI
60
Key Financial Inc
Pennsylvania
$4.06M -$98.6K -1,569 -2%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.88M +$1.24M +19,656 +43%
CWM
62
Congress Wealth Management
Massachusetts
$3.51M -$344K -5,478 -8%
MFP
63
Meridian Financial Partners
Virginia
$3.47M -$3.17M -50,442 -47%
LW
64
Linscomb Wealth
Texas
$3.43M -$485K -7,719 -12%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$3.3M +$102K +1,619 +3%
CWM
66
Circle Wealth Management
New Jersey
$3.05M -$3.18M -50,550 -50%
SPC
67
Sigma Planning Corp
Michigan
$3M -$226K -3,588 -7%
RF
68
Rollins Financial
Georgia
$2.88M +$2.83M +44,987 +1,225%
CAM
69
Cresset Asset Management
Illinois
$2.85M -$14.4K -229 -0.5%
ACG
70
Allen Capital Group
Nebraska
$2.83M -$42.1K -670 -1%
NFG
71
Nadler Financial Group
Illinois
$2.81M +$33.6K +535 +1%
EH
72
Equitable Holdings
New York
$2.74M +$323K +5,144 +12%
CCM
73
Coldstream Capital Management
Washington
$2.63M
MWM
74
Mission Wealth Management
California
$2.53M -$14.8K -235 -0.5%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.45M -$308K -4,899 -11%