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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$8.4M +$658K +8,253 +8%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$8.29M +$417K +5,227 +5%
SWA
53
Stratos Wealth Advisors
Ohio
$8.09M -$39.6K -497 -0.5%
UAG
54
United Advisor Group
Ohio
$8.03M +$879K +11,021 +12%
RA
55
RFG Advisory
Alabama
$8.01M -$85.6K -1,074 -1%
KFI
56
Key Financial Inc
Pennsylvania
$7.65M -$86.4K -1,084 -1%
MWP
57
Moller Wealth Partners
$7.36M -$107K -1,337 -1%
BHB
58
Bank Hapoalim BM
Israel
$7.35M
Stifel Financial
59
Stifel Financial
Missouri
$7.18M +$87.9K +1,102 +1%
TFA
60
Tobias Financial Advisors
Florida
$6.01M -$348K -4,367 -5%
HBS
61
Howard Bailey Securities
Indiana
$5.94M +$125K +1,573 +2%
HHRDM
62
H&H Retirement Design & Management
Nevada
$5.53M -$67.9K -852 -1%
GLLW
63
Graves Light Lenhart Wealth
Virginia
$5.43M -$171K -2,147 -3%
Truist Financial
64
Truist Financial
North Carolina
$5.29M +$258K +3,238 +5%
EH
65
Equitable Holdings
New York
$5.08M +$107K +1,343 +2%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$4.97M -$285K -3,568 -5%
CWM
67
Congress Wealth Management
Massachusetts
$4.75M +$202K +2,536 +4%
KPWS
68
Kestra Private Wealth Services
Texas
$4.75M +$309K +3,873 +7%
KWA
69
Kingswood Wealth Advisors
California
$4.69M +$2.44M +30,610 +103%
Comerica Bank
70
Comerica Bank
Texas
$4.64M +$56.9K +713 +1%
1WM
71
1900 Wealth Management
Texas
$4.56M +$877 +11 +0%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$4.49M -$52.7K -661 -1%
CCA
73
Clearwater Capital Advisors
Illinois
$4.28M -$1.49M -18,705 -25%
SPC
74
Sigma Planning Corp
Michigan
$4.22M +$70.6K +886 +2%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$4.12M +$4.22M +52,985 New