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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Moller Wealth Partners
$6.64M +$70.3K +1,152 +1%
SWA
52
Stratos Wealth Advisors
Ohio
$6.18M +$283K +4,639 +5%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$6.08M -$294K -4,810 -5%
Stifel Financial
54
Stifel Financial
Missouri
$5.92M -$8.31M -136,089 -59%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.78M +$8.06K +132 +0.1%
AWS
56
Atria Wealth Solutions
New York
$5.58M -$37.8K -619 -0.7%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$5.38M -$67K -1,097 -1%
SP
58
Sarasin & Partners
United Kingdom
$4.97M
DADC
59
D.A. Davidson & Co
Montana
$4.84M -$588K -9,640 -11%
RF
60
Rollins Financial
Georgia
$4.08M +$577K +9,450 +17%
KFI
61
Key Financial Inc
Pennsylvania
$4.05M
LW
62
Linscomb Wealth
Texas
$3.96M +$360K +5,904 +10%
Truist Financial
63
Truist Financial
North Carolina
$3.65M +$1.16M +18,996 +48%
CWM
64
Congress Wealth Management
Massachusetts
$3.6M +$10.6K +174 +0.3%
AssetMark Inc
65
AssetMark Inc
California
$3.5M -$382K -6,261 -10%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$3.38M -$5.31K -87 -0.2%
AL
67
Aspiriant LLC
California
$3.34M +$2.93M +47,996 +802%
EWA
68
EP Wealth Advisors
California
$3.3M -$63.9K -1,047 -2%
EH
69
Equitable Holdings
New York
$3.25M -$95.9K -1,571 -3%
CWM
70
Circle Wealth Management
New Jersey
$3.19M
SPC
71
Sigma Planning Corp
Michigan
$3.11M -$65.8K -1,078 -2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$3.08M +$1.48M +24,292 +95%
AAS
73
Avantax Advisory Services
Texas
$3.03M +$1.27M +20,874 +74%
NFG
74
Nadler Financial Group
Illinois
$3.02M +$54.3K +890 +2%
TWD
75
True Wealth Design
Ohio
$3.01M +$2.97M +48,667 New