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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
126
Willow Creek Wealth Management
California
$311K
PO
127
Private Ocean
California
$300K
Truist Financial
128
Truist Financial
North Carolina
$299K -$9.54K -200 -3%
SB
129
Suntrust Banks
Georgia
$286K -$95 -2 -0%
LIA
130
LS Investment Advisors
Michigan
$281K
MFT
131
Moisand Fitzgerald Tamayo
Florida
$274K
CG
132
Colony Group
Massachusetts
$266K -$20.2K -424 -7%
VA
133
Valmark Advisers
Ohio
$257K -$30.5K -640 -11%
W
134
Wealthquest
Ohio
$256K
RC
135
RegentAtlantic Capital
New Jersey
$255K -$7.44K -156 -3%
RJT
136
Raymond James Trust
Florida
$255K -$6.87K -144 -3%
CCM
137
Carlson Capital Management
Minnesota
$252K
WWM
138
Western Wealth Management
Colorado
$252K +$34.7K +728 +16%
OC
139
Oppenheimer & Co
New York
$251K -$20K -420 -7%
SC
140
SouthState Corp
Florida
$242K
SEI Investments
141
SEI Investments
Pennsylvania
$223K
GSWM
142
Golden State Wealth Management
California
$222K -$33.4K -700 -13%
RI
143
Ridgewood Investments
New Jersey
$211K
BCI
144
Brinker Capital Investments
Pennsylvania
$174K +$88.3K +1,850 +106%
NL
145
NVWM LLC
Pennsylvania
$172K
WCG
146
Weaver Consulting Group
California
$161K
SMFS
147
Squar Milner Financial Services
California
$146K +$286 +6 +0.2%
MA
148
MCF Advisors
Kentucky
$145K
GEA
149
Glen Eagle Advisors
New Jersey
$116K
CFA
150
Carroll Financial Associates
North Carolina
$96K