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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$536K +$1.19K +20 +0.2%
BRWM
127
B. Riley Wealth Management
Tennessee
$516K +$34.8K +584 +7%
HSA
128
HBK Sorce Advisory
Pennsylvania
$504K
UCFA
129
United Capital Financial Advisors
Texas
$485K -$119K -2,000 -20%
MOS
130
MGO One Seven
Ohio
$470K +$169K +2,830 +57%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$468K +$14.7K +246 +3%
CAWM
132
Capital Advisors Wealth Management
Washington
$468K +$121K +2,024 +35%
William Blair & Company
133
William Blair & Company
Illinois
$467K -$29.8K -500 -6%
CAM
134
Cozad Asset Management
Illinois
$460K
RF
135
Rollins Financial
Georgia
$443K -$11K -184 -2%
Northern Trust
136
Northern Trust
Illinois
$441K +$437K +7,332 New
SAM
137
SignalPoint Asset Management
Missouri
$440K +$4.89K +82 +1%
FAIM
138
Financial Advocates Investment Management
Washington
$424K -$1.94M -32,596 -82%
OCM
139
One Capital Management
California
$421K -$82.9K -1,390 -17%
FNBT
140
FineMark National Bank & Trust
Florida
$411K
ST
141
Spinnaker Trust
Maine
$410K -$20.9K -350 -5%
BSW
142
Buckingham Strategic Wealth
Missouri
$410K
SFA
143
Sequoia Financial Advisors
Ohio
$410K +$406K +6,810 New
KLI
144
Kelman-Lazarov Inc
Tennessee
$404K -$13.1K -220 -3%
WTC
145
WhitTier Trust Company
Nevada
$396K
ARC
146
Advisor Resource Council
Texas
$394K +$391K +6,554 New
Barclays
147
Barclays
United Kingdom
$392K +$388K +6,512 New
OIA
148
Optimum Investment Advisors
Illinois
$382K -$19.1K -320 -5%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$378K +$17.5K +294 +5%
EW
150
Element Wealth
Mississippi
$370K