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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$312K
DW
152
Domani Wealth
Pennsylvania
$309K
TIA
153
Tiemann Investment Advisors
California
$307K +$292K +5,706 New
MFT
154
Moisand Fitzgerald Tamayo
Florida
$304K
BJL
155
Brighton Jones LLC
Washington
$288K -$41.4K -808 -13%
CC
156
Courier Capital
New York
$286K
W
157
Wealthquest
Ohio
$284K
RC
158
RegentAtlantic Capital
New Jersey
$283K
RJT
159
Raymond James Trust
Florida
$272K
SC
160
SouthState Corp
Florida
$269K
PA
161
PFG Advisors
Arizona
$256K
PL
162
Parthenon LLC
Kentucky
$254K +$242K +4,730 New
IF
163
Intrua Financial
Texas
$250K +$238K +4,650 New
NB
164
Nicolet Bankshares
Wisconsin
$244K
MOS
165
MGO One Seven
Ohio
$244K +$232K +4,530 New
PA
166
PSI Advisors
Florida
$243K -$84.6K -1,652 -27%
BFS
167
Bickling Financial Services
Massachusetts
$238K +$227K +4,430 New
IFWM
168
Institute for Wealth Management
Colorado
$224K
AIC
169
Ameritas Investment Company
Nebraska
$222K +$211K +4,126 New
C
170
Certuity
Florida
$221K
FSC
171
Full Sail Capital
Oklahoma
$219K +$204K +3,990 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$218K -$8.29K -162 -4%
BTWM
173
Baker Tilly Wealth Management
Wisconsin
$214K +$203K +3,974 New
PPA
174
Parametric Portfolio Associates
Washington
$213K +$202K +3,954 New
CBT
175
Capital Bank & Trust
California
$213K +$203K +3,962 New