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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
101
Oppenheimer & Co
New York
$521K +$260K +5,340 +103%
CL
102
Choreo LLC
Illinois
$515K – – –
HSA
103
HBK Sorce Advisory
Pennsylvania
$471K -$85.3K -1,750 -16%
RWP
104
RWA Wealth Partners
Massachusetts
$469K +$11.8K +242 +3%
KLI
105
Kelman-Lazarov Inc
Tennessee
$437K -$2.83K -58 -0.7%
SAM
106
SignalPoint Asset Management
Missouri
$431K -$2.24K -46 -0.5%
PAG
107
Private Advisor Group
New Jersey
$405K -$109K -2,234 -21%
ST
108
Spinnaker Trust
Maine
$402K – – –
AFP
109
Ausdal Financial Partners
Iowa
$398K +$392K +8,038 New
FCI
110
Financial Counselors Inc
Kansas
$396K – – –
PA
111
Parallel Advisors
California
$395K +$370K +7,600 +2,032%
CT
112
Cambridge Trust
Massachusetts
$392K – – –
AP
113
Advisors Preferred
Maryland
$392K +$385K +7,906 New
ACA
114
Ackerman Capital Advisors
Texas
$380K +$374K +7,670 New
AT
115
Arden Trust
Delaware
$377K -$43.9K -900 -11%
EWA
116
Exencial Wealth Advisors
Oklahoma
$373K – – –
GWM
117
Geneos Wealth Management
Colorado
$362K +$390 +8 +0.1%
SFS
118
Sowell Financial Services
Arkansas
$356K +$351K +7,192 New
BSW
119
Buckingham Strategic Wealth
Missouri
$349K -$24.4K -500 -7%
TRCT
120
Tower Research Capital (TRC)
New York
$347K -$1.37M -28,024 -80%
BJL
121
Brighton Jones LLC
Washington
$347K +$1.66K +34 +0.5%
EWA
122
EP Wealth Advisors
California
$340K – – –
FNBT
123
FineMark National Bank & Trust
Florida
$339K -$127K -2,610 -28%
PW
124
Peninsula Wealth
California
$333K +$328K +6,720 New
WTC
125
WhitTier Trust Company
Nevada
$326K – – –
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