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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Peachtree Investment Advisors
Georgia
$304K +$296K +8,588 New
CC
77
Callan Capital
California
$296K
AT
78
Arden Trust
Delaware
$294K -$75.3K -2,182 -21%
GAG
79
GM Advisory Group
New York
$278K -$240K -6,958 -47%
PPA
80
Parametric Portfolio Associates
Washington
$275K -$30.4K -880 -10%
SC
81
SouthState Corp
Florida
$259K +$253K +7,326 New
VA
82
Valmark Advisers
Ohio
$251K
CIS
83
Connors Investor Services
Pennsylvania
$238K -$27.6K -800 -11%
ST
84
Spinnaker Trust
Maine
$235K -$4.97K -144 -2%
LIA
85
LS Investment Advisors
Michigan
$205K
HI
86
Hudock Inc
Pennsylvania
$131K +$106K +3,082 +504%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$78K +$75.9K +2,200 New
FAM
88
Formidable Asset Management
Ohio
$76K
VIA
89
Vantage Investment Advisors
Pennsylvania
$55K
BCI
90
Brinker Capital Investments
Pennsylvania
$51K +$15.9K +462 +47%
JWA
91
JFS Wealth Advisors
Pennsylvania
$32K -$984K -28,530 -97%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$32K
SNT
93
Security National Trust
West Virginia
$28K +$27.6K +800 New
NFG
94
Next Financial Group
Texas
$25K +$24.6K +712 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$22K
AC
96
Alexandria Capital
Virginia
$6K
WEC
97
Winslow Evans & Crocker
Massachusetts
$5.31K
HCM
98
Horrell Capital Management
Arkansas
$4K
BRWA
99
B. Riley Wealth Advisors
Florida
$1.42K +$1.38K +40 New
WBG
100
Wharton Business Group
Pennsylvania
-$10M -296,250 Closed