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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
101
Pineno Levin & Ford Asset Management
Virginia
$525K +$61.2K +1,250 +11%
APA
102
American Portfolios Advisors
New York
$515K +$53.6K +1,094 +9%
PAG
103
Private Advisor Group
New Jersey
$493K +$168K +3,434 +39%
KFP
104
KMG Fiduciary Partners
Ohio
$477K +$578K +11,792 New
Citigroup
105
Citigroup
New York
$470K -$587K -11,988 -51%
OCM
106
One Capital Management
California
$470K -$37.7K -770 -6%
VC
107
Vicus Capital
Pennsylvania
$469K +$14.3K +292 +3%
AFP
108
Ausdal Financial Partners
Iowa
$468K -$294K -6,002 -36%
WS
109
Wedbush Securities
California
$459K -$70.8K -1,446 -11%
MIAS
110
Mason Investment Advisory Services
Virginia
$440K -$202K -4,118 -27%
CG
111
Caprock Group
Idaho
$427K +$980 +20 +0.2%
CL
112
Choreo LLC
Illinois
$420K
SAM
113
SignalPoint Asset Management
Missouri
$381K +$47.3K +966 +11%
RWP
114
RWA Wealth Partners
Massachusetts
$373K -$11.9K -242 -3%
HSA
115
HBK Sorce Advisory
Pennsylvania
$361K -$24.1K -492 -5%
SKK
116
Shepherd Kaplan Krochuk
Massachusetts
$356K -$37.2K -760 -8%
EWA
117
Exencial Wealth Advisors
Oklahoma
$354K +$59.9K +1,224 +16%
CWM
118
Cornerstone Wealth Management
Missouri
$346K +$419K +8,550 New
ST
119
Spinnaker Trust
Maine
$325K
FCI
120
Financial Counselors Inc
Kansas
$320K -$4.41K -90 -1%
CT
121
Cambridge Trust
Massachusetts
$320K
ACA
122
Ackerman Capital Advisors
Texas
$310K
PA
123
PSI Advisors
Florida
$306K -$409K -8,342 -52%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$303K +$366K +7,478 New
BAM
125
Belpointe Asset Management
Nevada
$299K