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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Moller Wealth Partners
$5.86M -$64.2K -1,059 -1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$5.69M -$99.7K -1,644 -2%
SWA
53
Stratos Wealth Advisors
Ohio
$5.26M +$269K +4,442 +5%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$5.15M +$216K +3,565 +4%
AWS
55
Atria Wealth Solutions
New York
$5.02M -$363K -5,991 -6%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$4.86M +$142K +2,337 +3%
DADC
57
D.A. Davidson & Co
Montana
$4.85M -$158K -2,606 -3%
SP
58
Sarasin & Partners
United Kingdom
$4.44M -$36.4K -600 -0.7%
KFI
59
Key Financial Inc
Pennsylvania
$4.05M +$323K +5,326 +8%
AssetMark Inc
60
AssetMark Inc
California
$3.47M -$661K -10,895 -15%
ACM
61
Advisors Capital Management
New Jersey
$3.34M +$3.24M +53,368 New
LW
62
Linscomb Wealth
Texas
$3.21M +$3.4K +56 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$3.21M +$3.52M +58,062 New
CWM
64
Congress Wealth Management
Massachusetts
$3.21M -$85.1K -1,403 -2%
RF
65
Rollins Financial
Georgia
$3.12M +$472K +7,786 +16%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$3.02M -$38.1K -629 -1%
EWA
67
EP Wealth Advisors
California
$3M +$942K +15,533 +40%
EH
68
Equitable Holdings
New York
$2.98M +$460K +7,591 +16%
CWM
69
Circle Wealth Management
New Jersey
$2.85M
CA
70
Cetera Advisors
Colorado
$2.83M +$777K +12,817 +33%
SPC
71
Sigma Planning Corp
Michigan
$2.83M +$28.1K +464 +0.9%
MFP
72
Meridian Financial Partners
Virginia
$2.81M -$418K -6,893 -12%
ACG
73
Allen Capital Group
Nebraska
$2.71M +$74.7K +1,232 +3%
NFG
74
Nadler Financial Group
Illinois
$2.65M +$19.1K +315 +0.7%
CAM
75
Cresset Asset Management
Illinois
$2.62M -$50.3K -829 -2%