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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$426K
TCM
102
Tufton Capital Management
Maryland
$423K
EWA
103
Exencial Wealth Advisors
Oklahoma
$418K -$89.1K -1,984 -18%
RWP
104
RWA Wealth Partners
Massachusetts
$414K
BJL
105
Brighton Jones LLC
Washington
$393K -$82.3K -1,834 -17%
CC
106
Courier Capital
New York
$380K -$41.3K -920 -10%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$380K -$5.03K -112 -1%
ASN
108
Advisory Services Network
Georgia
$374K +$361K +8,042 New
WSFS
109
Wilmington Savings Fund Society
Delaware
$331K
CG
110
Colony Group
Massachusetts
$330K -$7.36K -164 -2%
GWM
111
Geneos Wealth Management
Colorado
$324K -$11.9K -266 -4%
EWA
112
EP Wealth Advisors
California
$308K
PIA
113
Peachtree Investment Advisors
Georgia
$306K
BSW
114
Buckingham Strategic Wealth
Missouri
$303K
FAAS
115
First Allied Advisory Services
California
$298K -$390K -8,688 -57%
WTC
116
WhitTier Trust Company
Nevada
$295K
PAG
117
Private Advisor Group
New Jersey
$294K -$161K -3,578 -33%
SKK
118
Shepherd Kaplan Krochuk
Massachusetts
$291K -$20.3K -452 -7%
WCWM
119
Willow Creek Wealth Management
California
$288K
CIM
120
Confluence Investment Management
Missouri
$287K -$60.6K -1,350 -17%
Truist Financial
121
Truist Financial
North Carolina
$286K -$10.3K -230 -3%
RJT
122
Raymond James Trust
Florida
$280K -$1.79K -40 -0.6%
MFP
123
Mosaic Financial Partners
California
$278K -$11.8K -264 -4%
VC
124
Vicus Capital
Pennsylvania
$266K +$31.7K +706 +14%
OC
125
Oppenheimer & Co
New York
$265K -$25.4K -566 -9%