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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$87K +$4.03K +114 +5%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$73K +$69.5K +1,966 +919%
CFA
103
Carroll Financial Associates
North Carolina
$71K – – –
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$67K – – –
WA
105
WFG Advisors
Texas
$64K +$141 +4 +0.2%
VIA
106
Vantage Investment Advisors
Pennsylvania
$52K – – –
AssetMark Inc
107
AssetMark Inc
California
$43K +$45.1K +1,276 New
FAM
108
Formidable Asset Management
Ohio
$42K – – –
KA
109
Klingman & Associates
New York
$40K – – –
CK
110
Carnick & Kubik
Colorado
$33.6K +$35.3K +1,000 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$30K – – –
IWMPD
112
Integrated Wealth Management (Palm Desert)
California
$30K – – –
SNT
113
Security National Trust
West Virginia
$27K – – –
WIC
114
Woodmont Investment Counsel
Tennessee
$16K – – –
CAL
115
Capital Advisors Ltd
Ohio
$11K – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$7K +$7.49K +212 New
AC
117
Alexandria Capital
Virginia
$6K – – –
WEC
118
Winslow Evans & Crocker
Massachusetts
$5.05K – – –
GI
119
Gradient Investments
Minnesota
$3K – – –
SFI
120
SPC Financial Inc
Maryland
– -$5.71M -157,466 Closed
WGCA
121
Wolf Group Capital Advisors
Virginia
– -$1.3M -36,000 Closed
HF
122
HRT Financial
New York
– -$334K -9,226 Closed
PAMG
123
Patton Albertson Miller Group
Tennessee
– -$262K -7,222 Closed
FA
124
FDx Advisors
Illinois
– -$233K -6,436 Closed
FANJ
125
Financial Architects (New Jersey)
New Jersey
– -$30K -826 Closed