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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$7.21M -$241K -3,391 -3%
MWP
52
Moller Wealth Partners
$7M -$93.5K -1,314 -1%
Stifel Financial
53
Stifel Financial
Missouri
$6.99M +$195K +2,745 +3%
BHB
54
Bank Hapoalim BM
Israel
$6.88M -$6.72M -94,500 -50%
AWS
55
Atria Wealth Solutions
New York
$6.75M +$377K +5,303 +6%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$6.66M +$126K +1,765 +2%
RA
57
RFG Advisory
Alabama
$6.31M -$66.6K -936 -1%
TFA
58
Tobias Financial Advisors
Florida
$6.07M -$453K -6,360 -7%
UAG
59
United Advisor Group
Ohio
$5.72M +$800K +11,245 +17%
CCA
60
Clearwater Capital Advisors
Illinois
$5.43M -$72.3K -1,016 -1%
Truist Financial
61
Truist Financial
North Carolina
$4.98M -$54.4K -764 -1%
KPWS
62
Kestra Private Wealth Services
Texas
$4.97M +$210K +2,951 +5%
HHRDM
63
H&H Retirement Design & Management
Nevada
$4.96M +$66.8K +939 +1%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4.81M -$555K -7,796 -11%
EH
65
Equitable Holdings
New York
$4.65M -$213K -2,988 -4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$4.58M +$4.03M +56,586 +880%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$4.33M -$998K -14,028 -19%
1WM
68
1900 Wealth Management
Texas
$4.31M -$1.03M -14,534 -20%
Comerica Bank
69
Comerica Bank
Texas
$4.29M -$23.8K -335 -0.6%
CWM
70
Congress Wealth Management
Massachusetts
$4.26M -$91.7K -1,288 -2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$4.07M +$22.9K +322 +0.6%
KWA
72
Kingswood Wealth Advisors
California
$4.02M +$695K +9,768 +21%
SPC
73
Sigma Planning Corp
Michigan
$3.88M +$247K +3,468 +7%
SP
74
Sarasin & Partners
United Kingdom
$3.82M -$1.28M -17,990 -26%
EWA
75
EP Wealth Advisors
California
$3.79M -$356 -5 -0%