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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$290K
EWA
102
EP Wealth Advisors
California
$284K +$281K +6,860 New
MFP
103
Mosaic Financial Partners
California
$282K
BSW
104
Buckingham Strategic Wealth
Missouri
$280K -$38.5K -940 -12%
Truist Financial
105
Truist Financial
North Carolina
$274K
WTC
106
WhitTier Trust Company
Nevada
$273K
SI
107
SII Investments
Wisconsin
$266K +$27.7K +676 +12%
ICOA
108
Investment Centers of America
North Dakota
$262K +$3.85K +94 +2%
OC
109
Oppenheimer & Co
New York
$244K
LIA
110
LS Investment Advisors
Michigan
$240K
MFT
111
Moisand Fitzgerald Tamayo
Florida
$235K
WDL
112
Well Done LLC
Michigan
$233K
RJT
113
Raymond James Trust
Florida
$230K -$22K -536 -9%
ST
114
Spinnaker Trust
Maine
$223K -$5.9K -144 -3%
SCM
115
SOL Capital Management
Maryland
$207K +$205K +5,000 New
SC
116
SouthState Corp
Florida
$207K +$205K +5,000 New
CC
117
Callan Capital
California
$205K +$202K +4,936 New
SB
118
Suntrust Banks
Georgia
$201K +$198K +4,826 New
TRCT
119
Tower Research Capital (TRC)
New York
$168K +$166K +4,060 New
OC
120
Oakworth Capital
Alabama
$148K -$82 -2 -0.1%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$142K +$140K +3,420 New
AIP
122
Almanack Investment Partners
Pennsylvania
$141K +$140K +3,406 New
PWM
123
Perigon Wealth Management
California
$126K
MA
124
MCF Advisors
Kentucky
$124K
SG Americas Securities
125
SG Americas Securities
New York
$124K