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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AP
126
Advisors Preferred
Maryland
$322K +$311K +6,830 New
CFS
127
Ceros Financial Services
Maryland
$322K +$311K +6,830 New
WTC
128
WhitTier Trust Company
Nevada
$310K – – –
WCWM
129
Willow Creek Wealth Management
California
$302K – – –
Truist Financial
130
Truist Financial
North Carolina
$300K – – –
PO
131
Private Ocean
California
$292K – – –
VA
132
Valmark Advisers
Ohio
$280K +$270K +5,936 New
SB
133
Suntrust Banks
Georgia
$279K -$90.4K -1,988 -25%
CG
134
Colony Group
Massachusetts
$279K – – –
LIA
135
LS Investment Advisors
Michigan
$273K – – –
MFT
136
Moisand Fitzgerald Tamayo
Florida
$267K – – –
OC
137
Oppenheimer & Co
New York
$264K +$22.7K +500 +10%
FAAS
138
First Allied Advisory Services
California
$263K -$45.7K -1,004 -15%
RJT
139
Raymond James Trust
Florida
$255K -$32K -704 -12%
RC
140
RegentAtlantic Capital
New Jersey
$255K – – –
GSWM
141
Golden State Wealth Management
California
$250K +$241K +5,298 New
W
142
Wealthquest
Ohio
$249K – – –
CCM
143
Carlson Capital Management
Minnesota
$245K +$237K +5,200 New
SC
144
SouthState Corp
Florida
$236K – – –
SEI Investments
145
SEI Investments
Pennsylvania
$217K – – –
WWM
146
Western Wealth Management
Colorado
$212K +$204K +4,478 New
RI
147
Ridgewood Investments
New Jersey
$205K – – –
NL
148
NVWM LLC
Pennsylvania
$167K – – –
WCG
149
Weaver Consulting Group
California
$158K +$151K +3,318 New
MA
150
MCF Advisors
Kentucky
$141K – – –