We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
76
GM Advisory Group
New York
$550K +$534K +13,766 New
DW
77
Domani Wealth
Pennsylvania
$549K -$46.5K -1,200 -8%
PAG
78
Private Advisor Group
New Jersey
$534K +$25.2K +650 +5%
AT
79
Arden Trust
Delaware
$522K +$73.7K +1,902 +17%
KLI
80
Kelman-Lazarov Inc
Tennessee
$514K
CWM
81
Concert Wealth Management
California
$491K +$57.9K +1,494 +14%
PLFAM
82
Pineno Levin & Ford Asset Management
Virginia
$481K
DADC
83
D.A. Davidson & Co
Montana
$458K +$137K +3,522 +44%
SAM
84
SignalPoint Asset Management
Missouri
$435K -$3.1K -80 -0.7%
CL
85
Choreo LLC
Illinois
$432K +$16.7K +430 +4%
CC
86
Courier Capital
New York
$420K
TCM
87
Tufton Capital Management
Maryland
$407K -$7.75K -200 -2%
PIA
88
Peachtree Investment Advisors
Georgia
$387K
RWP
89
RWA Wealth Partners
Massachusetts
$378K +$367K +9,458 New
FA
90
FDx Advisors
Illinois
$371K +$78.2K +2,018 +28%
HFS
91
HL Financial Services
Kentucky
$321K
GWM
92
Geneos Wealth Management
Colorado
$308K -$4.81K -124 -2%
BSW
93
Buckingham Strategic Wealth
Missouri
$307K -$19.6K -506 -6%
BP
94
Ballentine Partners
Massachusetts
$298K +$314K +8,114 New
VA
95
Valmark Advisers
Ohio
$283K
CA
96
Cetera Advisors
Colorado
$281K +$30.9K +798 +13%
MFP
97
Mosaic Financial Partners
California
$271K
Truist Financial
98
Truist Financial
North Carolina
$264K
WTC
99
WhitTier Trust Company
Nevada
$263K
ICOA
100
Investment Centers of America
North Dakota
$248K +$240K +6,204 New