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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
151
One Capital Management
California
$378K -$40K -650 -9%
OC
152
Oppenheimer & Co
New York
$377K -$475K -7,706 -55%
BSW
153
Buckingham Strategic Wealth
Missouri
$373K -$34.5K -560 -8%
BFS
154
Bickling Financial Services
Massachusetts
$373K +$110K +1,780 +40%
EW
155
Element Wealth
Mississippi
$366K
WCWM
156
Willow Creek Wealth Management
California
$364K
FCI
157
Financial Counselors Inc
Kansas
$348K
LIA
158
LS Investment Advisors
Michigan
$346K
MCM
159
MAI Capital Management
Ohio
$346K
FTS
160
Fifth Third Securities
Ohio
$338K -$439K -7,128 -56%
MFT
161
Moisand Fitzgerald Tamayo
Florida
$338K
MOS
162
MGO One Seven
Ohio
$330K -$158K -2,566 -33%
FCFC
163
First Commonwealth Financial Corp
Pennsylvania
$330K -$5.91K -96 -2%
WAM
164
WealthTrust Asset Management
Florida
$329K +$17.4K +282 +5%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$325K -$21.9K -356 -6%
BJL
166
Brighton Jones LLC
Washington
$324K +$1.6K +26 +0.5%
AF
167
Advisornet Financial
Minnesota
$324K +$334K +5,430 New
CC
168
Courier Capital
New York
$317K
W
169
Wealthquest
Ohio
$316K
HI
170
Harbour Investments
Wisconsin
$311K +$370 +6 +0.1%
SC
171
SouthState Corp
Florida
$298K
CT
172
Cambridge Trust
Massachusetts
$296K
AIC
173
Ameritas Investment Company
Nebraska
$292K +$31.5K +512 +12%
PPA
174
Parametric Portfolio Associates
Washington
$291K -$246 -4 -0.1%
RJT
175
Raymond James Trust
Florida
$290K