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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
176
Ameritas Investment Company
Nebraska
$56K +$55K +1,128 New
FANJ
177
Financial Architects (New Jersey)
New Jersey
$55K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$53K – – –
RWM
179
Raffa Wealth Management
District of Columbia
$51.6K +$50.8K +1,042 New
CFB
180
Cullen/Frost Bankers
Texas
$49K -$8.77K -180 -15%
VNA
181
Valley National Advisers
Pennsylvania
$49K +$24.7K +506 +105%
TF
182
TimeScale Financial
Massachusetts
$45K – – –
TL
183
TrueWealth LLC
Georgia
$38K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$37K – – –
FHA
185
First Horizon Advisors
Tennessee
$33K – – –
GRP
186
Global Retirement Partners
California
$33K – – –
AWMS
187
Advocacy Wealth Management Services
Georgia
$30K – – –
CFD
188
Creative Financial Designs
Indiana
$26K – – –
TFGT
189
TS Financial Group (TSFG)
Illinois
$26K – – –
CAL
190
Capital Analysts LLC
Pennsylvania
$24K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$24K +$19K +390 +390%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$23K -$7.7K -158 -26%
MAM
193
Marquette Asset Management
Minnesota
$23K – – –
SIM
194
Sonora Investment Management
Arizona
$21K – – –
LWM
195
Liberty Wealth Management
California
$20K – – –
CAL
196
Capital Advisors Ltd
Ohio
$16K – – –
MSFP
197
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
WWM
198
Willingdon Wealth Management
North Carolina
$14K – – –
QCG
199
Quadrant Capital Group
Ohio
$13K +$13.6K +280 New
RIA
200
Realta Investment Advisors
Delaware
$11K +$10.4K +214 New