We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NB
176
Nicolet Bankshares
Wisconsin
$276K – – –
BWA
177
BDO Wealth Advisors
Florida
$269K – – –
BFS
178
Bickling Financial Services
Massachusetts
$269K +$1.43K +24 +0.5%
IF
179
Intrua Financial
Texas
$255K -$58.3K -978 -19%
C
180
Certuity
Florida
$254K – – –
IFWM
181
Institute for Wealth Management
Colorado
$251K – – –
CAL
182
Capital Analysts LLC
Pennsylvania
$251K +$1.19K +20 +0.5%
FSC
183
Full Sail Capital
Oklahoma
$240K – – –
BTWM
184
Baker Tilly Wealth Management
Wisconsin
$239K – – –
NCMW
185
Northern Capital Management (Washington)
Washington
$233K -$39.9K -670 -15%
Wolverine Trading
186
Wolverine Trading
Illinois
$231K +$229K +3,848 New
M&T Bank
187
M&T Bank
New York
$229K -$32.2K -540 -12%
JWBC
188
J.W. Burns & Co
New York
$226K – – –
PWMG
189
Prestige Wealth Management Group
New Jersey
$226K +$224K +3,750 New
GIA
190
Gladstone Institutional Advisory
Florida
$218K – – –
SSWG
191
Seven Springs Wealth Group
Tennessee
$217K – – –
CIC
192
Carnegie Investment Counsel
Ohio
$216K – – –
CCM
193
Carlson Capital Management
Minnesota
$212K – – –
PFS
194
Prospera Financial Services
Texas
$211K – – –
WWM
195
Western Wealth Management
Colorado
$209K +$206K +3,462 New
PO
196
Private Ocean
California
$206K – – –
AP
197
Adero Partners
California
$203K +$201K +3,378 New
CTFG
198
Capstone Triton Financial Group
Oklahoma
$203K +$202K +3,382 New
AWA
199
Arkadios Wealth Advisors
Georgia
$184K +$17.9K +300 +11%
MA
200
MCF Advisors
Kentucky
$180K – – –