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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
151
Wedbush Securities
California
$807K – – –
GRP
152
Global Retirement Partners
California
$802K +$357K +5,017 +83%
LSAG
153
Lake Street Advisors Group
New Hampshire
$802K +$142 +2 +0%
GAG
154
GM Advisory Group
New York
$798K +$11.2K +157 +1%
CA
155
CoreCap Advisors
Michigan
$789K -$102K -1,434 -12%
HWMT
156
Heritage Wealth Management (Texas)
Texas
$788K -$911K -12,807 -54%
NA
157
NewEdge Advisors
Louisiana
$780K +$460K +6,469 +152%
CCA
158
Cora Capital Advisors
New Jersey
$778K – – –
HP
159
Hilltop Partners
Indiana
$777K – – –
NFSG
160
Newbridge Financial Services Group
Florida
$764K -$8.4K -118 -1%
HOWA
161
Heritage Oak Wealth Advisors
Florida
$736K +$720K +10,117 New
PI
162
PFG Investments
New York
$730K +$3.2K +45 +0.5%
NCM
163
Noesis Capital Mangement
Florida
$728K – – –
6F
164
626 Financial
Michigan
$719K +$2.13K +30 +0.3%
TFS
165
Thoroughbred Financial Services
Tennessee
$691K +$183K +2,576 +37%
CWM
166
Collaborative Wealth Management
Florida
$688K -$129K -1,806 -16%
MWA
167
Midland Wealth Advisors
Illinois
$671K -$12.5K -176 -2%
RWP
168
RWA Wealth Partners
Massachusetts
$671K – – –
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$660K +$16.3K +229 +3%
BAM
170
Bosun Asset Management
Illinois
$655K – – –
AWC
171
Adamsbrown Wealth Consultants
Kansas
$646K -$45K -632 -7%
NW
172
NewEdge Wealth
Pennsylvania
$639K – – –
EWA
173
EverSource Wealth Advisors
Alabama
$637K – – –
DAS
174
Dynamic Advisor Solutions
Arizona
$629K +$97.8K +1,375 +19%
IWM
175
IHT Wealth Management
Illinois
$624K -$6.97K -98 -1%
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