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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
126
Nicolet Advisory Services
Wisconsin
$400K -$89.7K -1,846 -18%
ST
127
Spinnaker Trust
Maine
$390K – – –
CT
128
Cambridge Trust
Massachusetts
$384K – – –
CAM
129
Cozad Asset Management
Illinois
$371K – – –
EW
130
Element Wealth
Mississippi
$352K – – –
FCFC
131
First Commonwealth Financial Corp
Pennsylvania
$344K -$12.9K -266 -4%
EWA
132
Exencial Wealth Advisors
Oklahoma
$340K +$14.4K +296 +4%
KLI
133
Kelman-Lazarov Inc
Tennessee
$336K -$2.23K -46 -0.7%
FNBT
134
FineMark National Bank & Trust
Florida
$332K – – –
BSW
135
Buckingham Strategic Wealth
Missouri
$331K -$29K -598 -8%
OIA
136
Optimum Investment Advisors
Illinois
$325K -$15.9K -328 -5%
WTC
137
WhitTier Trust Company
Nevada
$319K – – –
WCWM
138
Willow Creek Wealth Management
California
$311K – – –
PW
139
Peninsula Wealth
California
$309K – – –
PA
140
PSI Advisors
Florida
$300K -$4.47K -92 -1%
BJL
141
Brighton Jones LLC
Washington
$299K +$1.75K +36 +0.6%
MWM
142
Madison Wealth Management
Ohio
$297K – – –
FCI
143
Financial Counselors Inc
Kansas
$295K -$89K -1,832 -23%
LIA
144
LS Investment Advisors
Michigan
$281K – – –
DW
145
Domani Wealth
Pennsylvania
$279K – – –
MFT
146
Moisand Fitzgerald Tamayo
Florida
$275K – – –
CC
147
Courier Capital
New York
$263K – – –
W
148
Wealthquest
Ohio
$257K – – –
RC
149
RegentAtlantic Capital
New Jersey
$256K – – –
RJT
150
Raymond James Trust
Florida
$246K +$17.1K +352 +7%
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6
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