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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
151
Willow Creek Wealth Management
California
$368K
FCI
152
Financial Counselors Inc
Kansas
$351K
MCM
153
MAI Capital Management
Ohio
$349K -$138K -2,308 -28%
LIA
154
LS Investment Advisors
Michigan
$349K
MFT
155
Moisand Fitzgerald Tamayo
Florida
$341K
FCFC
156
First Commonwealth Financial Corp
Pennsylvania
$339K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$338K +$328K +5,496 +5,496%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$337K +$323K +5,410 +2,705%
EWA
159
Exencial Wealth Advisors
Oklahoma
$334K -$19.3K -324 -6%
BJL
160
Brighton Jones LLC
Washington
$325K +$1.55K +26 +0.5%
CC
161
Courier Capital
New York
$320K
W
162
Wealthquest
Ohio
$318K
RC
163
RegentAtlantic Capital
New Jersey
$317K
WAM
164
WealthTrust Asset Management
Florida
$315K +$312K +5,228 New
HI
165
Harbour Investments
Wisconsin
$313K +$119 +2 +0%
SC
166
SouthState Corp
Florida
$301K
CT
167
Cambridge Trust
Massachusetts
$299K
FFA
168
Founders Financial Alliance
North Carolina
$298K +$3.7K +62 +1%
GSAM
169
Grant Street Asset Management
Pennsylvania
$296K -$549K -9,204 -78%
MIM
170
MTM Investment Management
South Carolina
$295K
AIC
171
Ameritas Investment Company
Nebraska
$294K +$17.2K +288 +7%
PPA
172
Parametric Portfolio Associates
Washington
$293K -$22.8K -382 -7%
RJT
173
Raymond James Trust
Florida
$292K
SF
174
Synovus Financial
Georgia
$291K +$289K +4,848 New
PA
175
PFG Advisors
Arizona
$286K