We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Resurgent Financial Advisors
Georgia
$1.16M +$1.11M +17,497 New
PTP
102
Platform Technology Partners
New York
$1.12M
AC
103
Avant Capital
Louisiana
$1.1M +$1.05M +16,662 New
VFA
104
Valeo Financial Advisors
Indiana
$1.1M
MWM
105
Minot Wealth Management
Massachusetts
$1.06M +$138K +2,180 +16%
US Bancorp
106
US Bancorp
Minnesota
$1.03M +$63 +1 +0%
VC
107
Vestor Capital
Illinois
$1.03M -$28.1K -444 -3%
NFSG
108
Newbridge Financial Services Group
Florida
$1.01M -$5.44K -86 -0.6%
VC
109
Vicus Capital
Pennsylvania
$1.01M +$58.7K +928 +6%
HNWAG
110
High Net Worth Advisory Group
Florida
$963K +$922K +14,580 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$959K
KFP
112
KMG Fiduciary Partners
Ohio
$878K +$14.8K +234 +2%
APA
113
American Portfolios Advisors
New York
$875K -$50.3K -795 -6%
PLFAM
114
Pineno Levin & Ford Asset Management
Virginia
$861K
BAM
115
Belpointe Asset Management
Nevada
$833K +$3.54K +56 +0.4%
WDL
116
Well Done LLC
Michigan
$823K
MIAS
117
Mason Investment Advisory Services
Virginia
$818K +$1.77K +28 +0.2%
6F
118
626 Financial
Michigan
$805K +$771K +12,182 New
IA
119
Insight Advisors
Pennsylvania
$780K -$1.07M -16,840 -59%
GSAM
120
Grant Street Asset Management
Pennsylvania
$775K
SCA
121
STALEY CAPITAL ADVISERS
Pennsylvania
$764K
TP
122
Tranquility Partners
Tennessee
$760K +$53.9K +852 +8%
GWM
123
Geneos Wealth Management
Colorado
$745K +$14.8K +234 +2%
WS
124
Wedbush Securities
California
$733K
BAM
125
Bosun Asset Management
Illinois
$703K +$673K +10,643 New