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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
101
Tranquility Partners
Tennessee
$636K -$170K -3,778 -22%
PLFAM
102
Pineno Levin & Ford Asset Management
Virginia
$634K +$30.6K +680 +5%
SPC
103
Sigma Planning Corp
Michigan
$628K -$495K -11,004 -45%
FIM
104
Freedom Investment Management
Connecticut
$626K +$61.7K +1,370 +11%
APA
105
American Portfolios Advisors
New York
$616K +$24.8K +552 +4%
AFP
106
Ausdal Financial Partners
Iowa
$608K +$110K +2,436 +23%
WDL
107
Well Done LLC
Michigan
$587K -$57.7K -1,282 -9%
MIAS
108
Mason Investment Advisory Services
Virginia
$557K +$49.8K +1,106 +10%
KFP
109
KMG Fiduciary Partners
Ohio
$550K +$2.52K +56 +0.5%
ECM
110
ExodusPoint Capital Management
New York
$548K +$531K +11,800 New
GSAM
111
Grant Street Asset Management
Pennsylvania
$545K +$528K +11,740 New
PPFA
112
Provida Pension Fund Administrator
Chile
$532K -$522K -11,600 -50%
WS
113
Wedbush Securities
California
$527K – – –
BAM
114
Belpointe Asset Management
Nevada
$522K +$174K +3,864 +52%
OCM
115
One Capital Management
California
$502K -$36.9K -820 -7%
CL
116
Choreo LLC
Illinois
$483K – – –
NAS
117
Nicolet Advisory Services
Wisconsin
$469K +$454K +10,096 New
RWP
118
RWA Wealth Partners
Massachusetts
$428K – – –
SAM
119
SignalPoint Asset Management
Missouri
$421K -$15.2K -338 -4%
HSA
120
HBK Sorce Advisory
Pennsylvania
$414K – – –
SKK
121
Shepherd Kaplan Krochuk
Massachusetts
$410K +$1.26K +28 +0.3%
GWM
122
Geneos Wealth Management
Colorado
$409K +$75.8K +1,684 +23%
CT
123
Cambridge Trust
Massachusetts
$385K – – –
ST
124
Spinnaker Trust
Maine
$373K – – –
FCI
125
Financial Counselors Inc
Kansas
$367K – – –
3 4
5
6 7