We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Cambridge Trust
Massachusetts
$454K
RWP
102
RWA Wealth Partners
Massachusetts
$440K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$437K +$32.6K +694 +8%
HSA
104
HBK Sorce Advisory
Pennsylvania
$418K -$35.3K -752 -8%
ST
105
Spinnaker Trust
Maine
$411K +$166K +3,534 +70%
CC
106
Courier Capital
New York
$404K
EWA
107
Exencial Wealth Advisors
Oklahoma
$395K -$48.1K -1,026 -11%
WSFS
108
Wilmington Savings Fund Society
Delaware
$387K +$33.7K +718 +10%
SB
109
Suntrust Banks
Georgia
$377K +$371K +7,906 New
ASN
110
Advisory Services Network
Georgia
$350K -$33.3K -710 -9%
GWM
111
Geneos Wealth Management
Colorado
$348K +$3.85K +82 +1%
EWA
112
EP Wealth Advisors
California
$327K
BSW
113
Buckingham Strategic Wealth
Missouri
$322K
FAAS
114
First Allied Advisory Services
California
$319K +$1.78K +38 +0.6%
WTC
115
WhitTier Trust Company
Nevada
$314K
WCWM
116
Willow Creek Wealth Management
California
$306K
Truist Financial
117
Truist Financial
North Carolina
$304K
CG
118
Colony Group
Massachusetts
$303K -$46.8K -998 -14%
RJT
119
Raymond James Trust
Florida
$301K +$3.66K +78 +1%
BJL
120
Brighton Jones LLC
Washington
$289K -$128K -2,720 -31%
PIA
121
Peachtree Investment Advisors
Georgia
$287K -$37.5K -800 -12%
OC
122
Oppenheimer & Co
New York
$282K
LIA
123
LS Investment Advisors
Michigan
$277K
MFT
124
Moisand Fitzgerald Tamayo
Florida
$270K
RC
125
RegentAtlantic Capital
New Jersey
$267K