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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Ackerman Capital Advisors
Texas
$406K – – –
AT
127
Arden Trust
Delaware
$403K – – –
CA
128
Cetera Advisors
Colorado
$402K +$384K +7,542 New
EWA
129
Exencial Wealth Advisors
Oklahoma
$399K – – –
EW
130
Element Wealth
Mississippi
$397K +$382K +7,504 New
BAM
131
Belpointe Asset Management
Nevada
$391K +$376K +7,378 New
GWM
132
Geneos Wealth Management
Colorado
$390K +$510 +10 +0.1%
BSW
133
Buckingham Strategic Wealth
Missouri
$374K – – –
FNBT
134
FineMark National Bank & Trust
Florida
$362K – – –
DC
135
Davenport & Co
Virginia
$359K +$346K +6,784 New
WTC
136
WhitTier Trust Company
Nevada
$349K – – –
DW
137
Domani Wealth
Pennsylvania
$347K – – –
WCWM
138
Willow Creek Wealth Management
California
$340K – – –
PW
139
Peninsula Wealth
California
$338K -$17.7K -348 -5%
PO
140
Private Ocean
California
$329K – – –
MWM
141
Madison Wealth Management
Ohio
$325K +$312K +6,130 New
BJL
142
Brighton Jones LLC
Washington
$320K -$49.3K -968 -14%
PPA
143
Parametric Portfolio Associates
Washington
$312K +$300K +5,884 New
VA
144
Valmark Advisers
Ohio
$310K +$28K +550 +10%
LIA
145
LS Investment Advisors
Michigan
$307K – – –
MFT
146
Moisand Fitzgerald Tamayo
Florida
$300K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$295K -$72.2K -1,416 -20%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$290K -$33.6K -660 -11%
CG
149
Colony Group
Massachusetts
$286K – – –
CG
150
Cutler Group
California
$285K +$275K +5,398 New
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