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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
101
Brighton Jones LLC
Washington
$486K +$2.24K +50 +0.5%
APA
102
American Portfolios Advisors
New York
$485K +$472K +10,524 New
JIC
103
Johnson Investment Counsel
Ohio
$481K +$468K +10,444 New
CL
104
Choreo LLC
Illinois
$479K
CIM
105
Confluence Investment Management
Missouri
$460K -$7.35K -164 -2%
CC
106
Courier Capital
New York
$457K
HSA
107
HBK Sorce Advisory
Pennsylvania
$438K +$426K +9,504 New
TCM
108
Tufton Capital Management
Maryland
$435K -$34.1K -760 -7%
SKK
109
Shepherd Kaplan Krochuk
Massachusetts
$429K +$417K +9,314 New
RWP
110
RWA Wealth Partners
Massachusetts
$425K
BTIS
111
BB&T Investment Services
North Carolina
$391K +$89.8K +2,004 +31%
PAG
112
Private Advisor Group
New Jersey
$383K -$285K -6,354 -44%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$377K +$7.8K +174 +2%
CT
114
Cambridge Trust
Massachusetts
$364K
CG
115
Colony Group
Massachusetts
$362K -$82.9K -1,850 -19%
GWM
116
Geneos Wealth Management
Colorado
$345K +$8.07K +180 +2%
EWA
117
EP Wealth Advisors
California
$316K
GP
118
Geneva Partners
Wisconsin
$315K
PIA
119
Peachtree Investment Advisors
Georgia
$314K -$8.96K -200 -3%
BSW
120
Buckingham Strategic Wealth
Missouri
$311K
Truist Financial
121
Truist Financial
North Carolina
$304K
WTC
122
WhitTier Trust Company
Nevada
$303K
OC
123
Oppenheimer & Co
New York
$298K -$7.62K -170 -3%
MFP
124
Mosaic Financial Partners
California
$297K
FA
125
FDx Advisors
Illinois
$291K -$1.43K -32 -0.5%