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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TP
126
Tranquility Partners
Tennessee
$780K -$37.3K -615 -4%
OC
127
Oppenheimer & Co
New York
$772K +$23.3K +385 +3%
KFP
128
KMG Fiduciary Partners
Ohio
$765K +$25.1K +414 +3%
WEG
129
World Equity Group
Illinois
$764K +$58.5K +965 +8%
PTC
130
Private Trust Company
Ohio
$760K +$726K +11,980 +678%
APA
131
American Portfolios Advisors
New York
$754K +$11.7K +193 +1%
WDL
132
Well Done LLC
Michigan
$689K
Northern Trust
133
Northern Trust
Illinois
$669K
GFS
134
GYL Financial Synergies
Connecticut
$659K +$202K +3,335 +39%
6F
135
626 Financial
Michigan
$655K -$6.91K -114 -1%
GSAM
136
Grant Street Asset Management
Pennsylvania
$649K
WS
137
Wedbush Securities
California
$613K
BRWA
138
B. Riley Wealth Advisors
Florida
$594K +$651K +10,742 New
GIA
139
Gladstone Institutional Advisory
Florida
$582K +$101K +1,664 +19%
NCM
140
Noesis Capital Mangement
Florida
$553K
RMCM
141
Reynders McVeigh Capital Management
Massachusetts
$553K
SCA
142
STALEY CAPITAL ADVISERS
Pennsylvania
$544K +$17.3K +286 +3%
BAM
143
Belpointe Asset Management
Nevada
$537K +$10.7K +176 +2%
IWM
144
IHT Wealth Management
Illinois
$537K +$133K +2,199 +29%
William Blair & Company
145
William Blair & Company
Illinois
$510K +$15.8K +260 +3%
RWP
146
RWA Wealth Partners
Massachusetts
$509K
AWM
147
Axxcess Wealth Management
California
$508K +$97K +1,600 +21%
FHC
148
First Heartland Consultants
Missouri
$503K
FAIM
149
Financial Advocates Investment Management
Washington
$501K +$160K +2,632 +41%
BAM
150
Bosun Asset Management
Illinois
$497K -$303 -5 -0.1%