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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vicus Capital
Pennsylvania
$725K +$47.8K +984 +7%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$710K -$398K -8,200 -36%
PLFAM
103
Pineno Levin & Ford Asset Management
Virginia
$695K +$32.5K +670 +5%
RMCM
104
Reynders McVeigh Capital Management
Massachusetts
$679K
AR
105
Advisory Research
Illinois
$663K -$20.3K -418 -3%
TP
106
Tranquility Partners
Tennessee
$660K -$4.95K -102 -0.7%
BAM
107
Belpointe Asset Management
Nevada
$643K +$97.6K +2,010 +18%
WDL
108
Well Done LLC
Michigan
$599K -$14.2K -292 -2%
MIAS
109
Mason Investment Advisory Services
Virginia
$585K +$3.79K +78 +0.7%
KFP
110
KMG Fiduciary Partners
Ohio
$578K +$3.11K +64 +0.5%
GSAM
111
Grant Street Asset Management
Pennsylvania
$570K
FIM
112
Freedom Investment Management
Connecticut
$546K -$108K -2,230 -17%
FHC
113
First Heartland Consultants
Missouri
$543K -$1.65M -33,926 -75%
WS
114
Wedbush Securities
California
$539K -$11.8K -242 -2%
OCM
115
One Capital Management
California
$524K
TRCT
116
Tower Research Capital (TRC)
New York
$511K -$1.3M -26,836 -72%
GWM
117
Geneos Wealth Management
Colorado
$508K +$77.4K +1,594 +18%
CL
118
Choreo LLC
Illinois
$504K
IA
119
IFG Advisory
Georgia
$448K +$107K +2,210 +31%
RWP
120
RWA Wealth Partners
Massachusetts
$447K
BRWM
121
B. Riley Wealth Management
Tennessee
$431K +$150K +3,078 +53%
SKK
122
Shepherd Kaplan Krochuk
Massachusetts
$429K +$1.17K +24 +0.3%
SAM
123
SignalPoint Asset Management
Missouri
$419K -$21.6K -444 -5%
OC
124
Oppenheimer & Co
New York
$412K +$92.5K +1,904 +29%
HSA
125
HBK Sorce Advisory
Pennsylvania
$408K -$24.9K -512 -6%