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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Circle Wealth Management
New Jersey
$3.73M
IA
77
IFG Advisory
Georgia
$3.64M -$292K -4,104 -8%
AssetMark Inc
78
AssetMark Inc
California
$3.6M -$1.45M -20,395 -29%
LW
79
Linscomb Wealth
Texas
$3.54M +$854 +12 +0%
NFG
80
Nadler Financial Group
Illinois
$3.45M +$196K +2,755 +6%
CAM
81
Cresset Asset Management
Illinois
$3.45M +$12.2K +172 +0.4%
Lido Advisors
82
Lido Advisors
California
$3.43M -$48.9K -687 -1%
TWD
83
True Wealth Design
Ohio
$3.25M -$3.56K -50 -0.1%
MML Investors Services
84
MML Investors Services
Massachusetts
$3.23M +$205K +2,875 +7%
AL
85
Aspiriant LLC
California
$3.08M -$172K -2,414 -5%
GIA
86
Gladstone Institutional Advisory
Florida
$3.08M +$265K +3,721 +10%
ACG
87
Allen Capital Group
Nebraska
$2.98M -$78.6K -1,105 -3%
MFP
88
Meridian Financial Partners
Virginia
$2.84M -$9.68K -136 -0.4%
MWM
89
Mission Wealth Management
California
$2.81M -$81.9K -1,151 -3%
RW
90
Rockport Wealth
Ohio
$2.71M -$57.6K -810 -2%
Jane Street
91
Jane Street
New York
$2.7M +$2.64M +37,158 New
BFG
92
Berger Financial Group
Minnesota
$2.56M -$141K -1,982 -5%
Cerity Partners
93
Cerity Partners
New York
$2.5M +$11.9K +167 +0.5%
MG
94
Mather Group
Illinois
$2.44M +$476K +6,685 +25%
IAIM
95
International Assets Investment Management
Florida
$2.43M -$20.5K -288 -0.9%
CCM
96
Coldstream Capital Management
Washington
$2.32M -$82.4K -1,158 -4%
AAS
97
Avantax Advisory Services
Texas
$2.2M -$327K -4,593 -13%
CFS
98
CRA Financial Services
New Jersey
$2.18M -$56.9K -799 -3%
CL
99
Choreo LLC
Illinois
$2.15M +$1.51M +21,158 +254%
KeyBank National Association
100
KeyBank National Association
Ohio
$2.14M