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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CC
151
Courier Capital
New York
$283K
W
152
Wealthquest
Ohio
$280K
RC
153
RegentAtlantic Capital
New Jersey
$279K
WWM
154
Western Wealth Management
Colorado
$276K
CCM
155
Carlson Capital Management
Minnesota
$275K
SC
156
SouthState Corp
Florida
$265K
AA
157
Ancora Advisors
Ohio
$253K +$252K +4,944 New
SEI Investments
158
SEI Investments
Pennsylvania
$244K
WSFS
159
Wilmington Savings Fund Society
Delaware
$238K +$19K +372 +9%
RI
160
Ridgewood Investments
New Jersey
$231K
KIA
161
KCM Investment Advisors
California
$212K +$204K +4,000 New
RJT
162
Raymond James Trust
Florida
$203K -$19.1K -374 -9%
GFS
163
GYL Financial Synergies
Connecticut
$201K +$193K +3,794 New
SSWG
164
Seven Springs Wealth Group
Tennessee
$191K +$183K +3,600 New
BCI
165
Brinker Capital Investments
Pennsylvania
$190K
NL
166
NVWM LLC
Pennsylvania
$188K
IFWM
167
Institute for Wealth Management
Colorado
$171K +$165K +3,230 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$166K +$159K +3,128 New
WCG
169
Weaver Consulting Group
California
$164K
MA
170
MCF Advisors
Kentucky
$159K
Fidelity Investments
171
Fidelity Investments
Massachusetts
$154K +$4.48K +88 +3%
AWA
172
Arkadios Wealth Advisors
Georgia
$146K +$137K +2,694 New
SMFS
173
Squar Milner Financial Services
California
$118K +$114K +2,240 New
IA
174
IFP Advisors
Florida
$108K -$30K -588 -22%
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$108K