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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
126
RWA Wealth Partners
Massachusetts
$495K
RF
127
Rollins Financial
Georgia
$493K +$469K +9,164 New
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$477K +$1.43K +28 +0.3%
OCM
129
One Capital Management
California
$469K -$106K -2,070 -19%
OC
130
Oppenheimer & Co
New York
$461K +$4.3K +84 +1%
HSA
131
HBK Sorce Advisory
Pennsylvania
$452K
NAS
132
Nicolet Advisory Services
Wisconsin
$443K
SAM
133
SignalPoint Asset Management
Missouri
$441K -$21.3K -416 -5%
CT
134
Cambridge Trust
Massachusetts
$425K
ST
135
Spinnaker Trust
Maine
$419K -$11.8K -230 -3%
CAM
136
Cozad Asset Management
Illinois
$411K
Renaissance Technologies
137
Renaissance Technologies
New York
$409K +$389K +7,600 New
NCMW
138
Northern Capital Management (Washington)
Washington
$397K +$378K +7,386 New
FCFC
139
First Commonwealth Financial Corp
Pennsylvania
$381K
BSW
140
Buckingham Strategic Wealth
Missouri
$380K +$12.8K +250 +4%
KLI
141
Kelman-Lazarov Inc
Tennessee
$372K
FNBT
142
FineMark National Bank & Trust
Florida
$368K
EWA
143
Exencial Wealth Advisors
Oklahoma
$362K -$14.6K -286 -4%
OIA
144
Optimum Investment Advisors
Illinois
$359K -$819 -16 -0.2%
WTC
145
WhitTier Trust Company
Nevada
$354K
EW
146
Element Wealth
Mississippi
$330K -$56.7K -1,108 -15%
MWM
147
Madison Wealth Management
Ohio
$329K
WCWM
148
Willow Creek Wealth Management
California
$328K -$15.7K -306 -5%
FCI
149
Financial Counselors Inc
Kansas
$326K
MIM
150
MTM Investment Management
South Carolina
$317K +$302K +5,898 New