We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$10.6M +$1.28M +14,686 +14%
William Blair & Company
52
William Blair & Company
Illinois
$10.4M +$1M +11,488 +11%
SWA
53
Stratos Wealth Advisors
Ohio
$9.58M +$137K +1,574 +1%
CI
54
CX Institutional
Indiana
$9.15M +$110K +1,260 +1%
TWM
55
TopTier Wealth Management
Wisconsin
$8.79M +$8.71M +99,748 New
KFI
56
Key Financial Inc
Pennsylvania
$8.33M -$348K -3,982 -4%
EH
57
Equitable Holdings
New York
$8.14M +$805K +9,221 +11%
Stifel Financial
58
Stifel Financial
Missouri
$8.12M +$139K +1,592 +2%
MWP
59
Moller Wealth Partners
$7.83M -$17.8K -204 -0.2%
AL
60
Aspiriant LLC
California
$7.83M -$111K -1,268 -1%
ACM
61
Advisors Capital Management
New Jersey
$7.45M +$5.28M +60,474 +251%
HHRDM
62
H&H Retirement Design & Management
Nevada
$6.91M +$299K +3,428 +5%
RWA
63
Redhawk Wealth Advisors
Minnesota
$6.87M +$193K +2,206 +3%
Truist Financial
64
Truist Financial
North Carolina
$6.14M -$80.1K -917 -1%
CIA
65
Concurrent Investment Advisors
Florida
$6.11M +$1.09M +12,458 +22%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$5.91M +$4.96M +56,744 +545%
TFA
67
Tobias Financial Advisors
Florida
$5.89M +$699 +8 +0%
AP
68
Advisors Preferred
Maryland
$5.89M +$3.41M +39,006 +142%
KPWS
69
Kestra Private Wealth Services
Texas
$5.79M +$73.7K +844 +1%
BBHC
70
Brown Brothers Harriman & Co
New York
$5.71M +$1.17M +13,419 +26%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.67M +$479K +5,486 +9%
LSPW
72
Lake Street Private Wealth
Illinois
$5.58M +$71.4K +817 +1%
1WM
73
1900 Wealth Management
Texas
$5.51M +$1.31K +15 +0%
GLLW
74
Graves Light Lenhart Wealth
Virginia
$5.46M -$59.2K -678 -1%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$5.24M +$151K +1,730 +3%