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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
GI
177
Gradient Investments
Minnesota
$12K – – –
SF
178
Synovus Financial
Georgia
$9K – – –
WEC
179
Winslow Evans & Crocker
Massachusetts
$8K – – –
PA
180
Perennial Advisors
New York
$7K +$6.73K +150 New
SEI Investments
181
SEI Investments
Pennsylvania
$6K -$30.1K -670 -84%
ADL
182
Asset Dedication LLC
California
$6K – – –
SIS
183
Sound Income Strategies
Florida
$5K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$4K – – –
Barclays
185
Barclays
United Kingdom
$3K – – –
ME
186
McIlrath & Eck
Washington
$3K – – –
AIP
187
Ameritas Investment Partners
Nebraska
$3K +$90 +2 +3%
BWM
188
Baystate Wealth Management
Massachusetts
$1K -$90 -2 -50%
DWM
189
Destination Wealth Management
California
$1K +$1.44K +32 New
VF
190
Virtu Financial
New York
– -$6.51M -147,078 Closed
CAN
191
Cetera Advisor Networks
California
– -$748K -16,898 Closed
ERIM
192
Eagle Ridge Investment Management
Connecticut
– -$373K -8,436 Closed
CIC
193
Carnegie Investment Counsel
Ohio
– -$287K -6,342 Closed
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$147K -3,328 Closed
PWM
195
Perigon Wealth Management
California
– -$134K -3,036 Closed
TWA
196
TCI Wealth Advisors
Arizona
– -$33K -750 Closed
SSB
197
Sandy Spring Bank
Maryland
– -$27K -620 Closed
CG
198
Cutler Group
California
– -$17K -400 Closed
1IA
199
1834 Investment Advisors
Wisconsin
– -$18K -396 Closed
SQA
200
Simon Quick Advisors
New Jersey
– -$7K -150 Closed