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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DW
126
Domani Wealth
Pennsylvania
$325K -$122K -2,500 -28%
CRC
127
Curi RMB Capital
Illinois
$321K
WCWM
128
Willow Creek Wealth Management
California
$318K
Truist Financial
129
Truist Financial
North Carolina
$310K +$3.9K +80 +1%
PO
130
Private Ocean
California
$308K
BCWM
131
Bartlett & Co Wealth Management
Ohio
$304K -$45.4K -932 -13%
BC
132
Bartlett & Co
Ohio
$304K -$45.4K -932 -13%
SB
133
Suntrust Banks
Georgia
$293K -$97 -2 -0%
LIA
134
LS Investment Advisors
Michigan
$287K
MFT
135
Moisand Fitzgerald Tamayo
Florida
$281K
MOS
136
MGO One Seven
Ohio
$270K +$266K +5,460 New
CG
137
Colony Group
Massachusetts
$267K -$4.68K -96 -2%
VA
138
Valmark Advisers
Ohio
$263K +$682 +14 +0.3%
W
139
Wealthquest
Ohio
$262K
RC
140
RegentAtlantic Capital
New Jersey
$261K
WWM
141
Western Wealth Management
Colorado
$259K
CCM
142
Carlson Capital Management
Minnesota
$258K
CC
143
Courier Capital
New York
$257K -$134K -2,750 -34%
SC
144
SouthState Corp
Florida
$248K
Renaissance Technologies
145
Renaissance Technologies
New York
$238K -$97.5K -2,000 -29%
FHC
146
First Heartland Consultants
Missouri
$238K +$235K +4,812 New
GSWM
147
Golden State Wealth Management
California
$228K
SEI Investments
148
SEI Investments
Pennsylvania
$228K
RI
149
Ridgewood Investments
New Jersey
$216K
RJT
150
Raymond James Trust
Florida
$209K -$51.7K -1,060 -20%