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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
Aspiriant LLC
California
$415K +$442K +7,023 New
NA
177
NewEdge Advisors
Louisiana
$407K +$433K +6,888 New
MWAM
178
Manhattan West Asset Management
California
$405K
M&T Bank
179
M&T Bank
New York
$403K
MSAM
180
Moloney Securities Asset Management
Missouri
$403K +$39.5K +629 +10%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$398K -$523K -8,313 -55%
NF
182
NTB Financial
Colorado
$396K +$1.76K +28 +0.4%
WCWM
183
Willow Creek Wealth Management
California
$392K +$32.9K +524 +9%
MCM
184
MAI Capital Management
Ohio
$391K +$66.1K +1,052 +19%
WTC
185
WhitTier Trust Company
Nevada
$389K
BFS
186
Bickling Financial Services
Massachusetts
$386K +$14.3K +228 +4%
OFS
187
OneAscent Financial Services
Alabama
$386K +$410K +6,527 New
SAM
188
SignalPoint Asset Management
Missouri
$385K -$754 -12 -0.2%
FAIM
189
Financial Advocates Investment Management
Washington
$380K +$31.8K +506 +9%
PW
190
Peninsula Wealth
California
$377K
RC
191
RegentAtlantic Capital
New Jersey
$374K
HSA
192
HBK Sorce Advisory
Pennsylvania
$372K -$126K -2,000 -24%
GRP
193
Global Retirement Partners
California
$371K
MCC
194
Money Concepts Capital
Florida
$369K -$615K -9,785 -61%
KLI
195
Kelman-Lazarov Inc
Tennessee
$369K -$29.1K -463 -7%
EW
196
Element Wealth
Mississippi
$366K -$5.09K -81 -1%
Prudential Financial
197
Prudential Financial
New Jersey
$362K +$13.6K +216 +4%
ABC
198
Associated Banc-Corp
Wisconsin
$361K
Fidelity Investments
199
Fidelity Investments
Massachusetts
$349K -$18.6K -296 -5%
WCA
200
Waypoint Capital Advisors
Minnesota
$349K