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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Peachtree Investment Advisors
Georgia
$295K -$112K -2,670 -28%
EWA
102
EP Wealth Advisors
California
$288K
BSW
103
Buckingham Strategic Wealth
Missouri
$284K
OC
104
Oppenheimer & Co
New York
$279K +$31.3K +750 +13%
CWM
105
Concert Wealth Management
California
$278K -$233K -5,572 -45%
Truist Financial
106
Truist Financial
North Carolina
$277K
WTC
107
WhitTier Trust Company
Nevada
$277K
MFP
108
Mosaic Financial Partners
California
$272K -$13.7K -328 -5%
PCM
109
Penserra Capital Management
California
$266K +$265K +6,330 New
CA
110
Cetera Advisors
Colorado
$264K -$30.5K -730 -10%
FA
111
FDx Advisors
Illinois
$263K -$44.3K -1,060 -14%
WSFS
112
Wilmington Savings Fund Society
Delaware
$262K +$260K +6,232 New
LIA
113
LS Investment Advisors
Michigan
$244K
SI
114
SII Investments
Wisconsin
$243K -$25.3K -606 -9%
MFT
115
Moisand Fitzgerald Tamayo
Florida
$238K
WDL
116
Well Done LLC
Michigan
$233K -$3.18K -76 -1%
RJT
117
Raymond James Trust
Florida
$231K -$2.09K -50 -0.9%
ST
118
Spinnaker Trust
Maine
$227K
RC
119
RegentAtlantic Capital
New Jersey
$214K +$213K +5,088 New
SCM
120
SOL Capital Management
Maryland
$210K
SC
121
SouthState Corp
Florida
$210K
CC
122
Callan Capital
California
$201K -$6.69K -160 -3%
BTIS
123
BB&T Investment Services
North Carolina
$169K +$97.6K +2,336 +135%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157K +$117K +2,802 +304%
OC
125
Oakworth Capital
Alabama
$150K