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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
126
B. Riley Wealth Management
Tennessee
$551K +$40.7K +660 +8%
RWP
127
RWA Wealth Partners
Massachusetts
$550K
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$533K +$1.23K +20 +0.2%
CL
129
Choreo LLC
Illinois
$507K -$116K -1,886 -18%
BFA
130
Benedict Financial Advisors
Georgia
$503K -$37.7K -612 -7%
HSA
131
HBK Sorce Advisory
Pennsylvania
$499K
UCFA
132
United Capital Financial Advisors
Texas
$481K
CAWM
133
Capital Advisors Wealth Management
Washington
$473K +$8.99K +146 +2%
LNC
134
Lincoln National Corp
Pennsylvania
$470K +$486K +7,886 New
William Blair & Company
135
William Blair & Company
Illinois
$463K
CAM
136
Cozad Asset Management
Illinois
$456K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$455K +$313K +5,078 +198%
IWM
138
IHT Wealth Management
Illinois
$441K +$455K +7,388 New
Northern Trust
139
Northern Trust
Illinois
$437K
FAIM
140
Financial Advocates Investment Management
Washington
$434K +$13.6K +220 +3%
ST
141
Spinnaker Trust
Maine
$419K +$13.1K +212 +3%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$418K +$86.5K +1,404 +25%
RC
143
RegentAtlantic Capital
New Jersey
$414K +$104K +1,682 +32%
FFA
144
Founders Financial Alliance
North Carolina
$411K +$120K +1,952 +39%
FNBT
145
FineMark National Bank & Trust
Florida
$408K
KLI
146
Kelman-Lazarov Inc
Tennessee
$400K
SAM
147
SignalPoint Asset Management
Missouri
$399K -$38.6K -626 -9%
GAM
148
Grandview Asset Management
Pennsylvania
$398K +$411K +6,668 New
WTC
149
WhitTier Trust Company
Nevada
$392K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$386K +$11.6K +188 +3%