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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$4.7M -$40.1K -474 -0.9%
CCA
77
Clearwater Capital Advisors
Illinois
$4.65M -$25.5K -301 -0.6%
KWA
78
Kingswood Wealth Advisors
California
$4.48M -$192K -2,265 -4%
BBHC
79
Brown Brothers Harriman & Co
New York
$4.48M
CWM
80
Circle Wealth Management
New Jersey
$4.3M -$157K -1,861 -4%
IA
81
IFG Advisory
Georgia
$4.12M -$307K -3,633 -7%
LW
82
Linscomb Wealth
Texas
$4.09M -$3.05K -36 -0.1%
NFG
83
Nadler Financial Group
Illinois
$4.03M -$8.46K -100 -0.2%
Cerity Partners
84
Cerity Partners
New York
$4.01M -$87.5K -1,034 -2%
CAM
85
Cresset Asset Management
Illinois
$4M +$567K +6,702 +17%
AssetMark Inc
86
AssetMark Inc
California
$3.91M -$53K -626 -1%
TLFA
87
True Link Financial Advisors
California
$3.8M -$169K -2,000 -4%
MCM
88
MidAtlantic Capital Management
Virginia
$3.77M +$7.28K +86 +0.2%
EWA
89
Etesian Wealth Advisors
Oregon
$3.61M +$774K +9,142 +28%
ACG
90
Allen Capital Group
Nebraska
$3.27M -$143K -1,688 -4%
MFP
91
Meridian Financial Partners
Virginia
$3.24M
AC
92
Avant Capital
Louisiana
$3.23M +$260K +3,072 +9%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$3.19M +$408K +4,821 +15%
WANY
94
Wealthspire Advisors (New York)
New York
$3.07M -$35.5K -420 -1%
MWM
95
Mission Wealth Management
California
$2.79M -$133K -1,576 -5%
MG
96
Mather Group
Illinois
$2.79M
KeyBank National Association
97
KeyBank National Association
Ohio
$2.73M -$677 -8 -0%
CFS
98
CRA Financial Services
New Jersey
$2.72M -$54.6K -645 -2%
CCM
99
Coldstream Capital Management
Washington
$2.69M -$22K -260 -0.8%
Lido Advisors
100
Lido Advisors
California
$2.68M +$58.8K +695 +2%