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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$530K
IA
152
Insight Advisors
Pennsylvania
$529K -$30.7K -488 -5%
GIA
153
Gladstone Institutional Advisory
Florida
$524K +$159K +2,537 +40%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$523K +$556K +8,850 New
TF
155
TIAA FSB
Florida
$509K +$541K +8,606 New
GFS
156
GYL Financial Synergies
Connecticut
$508K
BFA
157
Benedict Financial Advisors
Georgia
$507K
CL
158
Choreo LLC
Illinois
$503K
AT
159
American Trust
Kentucky
$501K +$533K +8,474 New
PAG
160
Powers Advisory Group
Illinois
$488K -$96.9K -1,541 -16%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$474K -$217K -3,450 -30%
CAWM
162
Capital Advisors Wealth Management
Washington
$472K +$5.41K +86 +1%
CGPCS
163
Capital Group Private Client Services
California
$472K +$249K +3,957 +98%
Brown Advisory
164
Brown Advisory
Maryland
$470K -$98.8K -1,572 -16%
RA
165
RFG Advisory
Alabama
$461K +$4.02K +64 +0.9%
AWM
166
Axxcess Wealth Management
California
$449K
KWM
167
Kaydan Wealth Management
Michigan
$444K -$25.9K -412 -5%
CAM
168
Cozad Asset Management
Illinois
$444K
FFA
169
Founders Financial Alliance
North Carolina
$444K +$251 +4 +0.1%
IWM
170
IHT Wealth Management
Illinois
$444K +$3.08K +49 +0.7%
ARC
171
Advisor Resource Council
Texas
$432K +$460K +7,315 New
GAM
172
Grandview Asset Management
Pennsylvania
$424K -$41.9K -666 -9%
SYBT
173
Stock Yards Bank & Trust
Kentucky
$424K +$59.1K +940 +15%
SFA
174
Sequoia Financial Advisors
Ohio
$423K -$19.8K -315 -4%
ST
175
Spinnaker Trust
Maine
$415K +$63 +1 +0%