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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$563K -$51K -812 -9%
EWA
177
EverSource Wealth Advisors
Alabama
$558K -$25.1K -400 -5%
M&T Bank
178
M&T Bank
New York
$558K +$41.3K +657 +8%
FFA
179
Frazier Financial Advisors
Ohio
$557K +$527K +8,395 New
WDL
180
Well Done LLC
Michigan
$555K
EW
181
Element Wealth
Mississippi
$551K -$49.8K -793 -9%
WWP
182
Walden Wealth Partners
Ohio
$548K +$519K +8,258 New
HSA
183
HBK Sorce Advisory
Pennsylvania
$545K
BFA
184
Benedict Financial Advisors
Georgia
$543K
FHC
185
First Heartland Consultants
Missouri
$537K -$64.1K -1,020 -11%
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$536K -$134K -2,134 -21%
BSW
187
Buckingham Strategic Wealth
Missouri
$524K +$90.2K +1,435 +22%
HTC
188
Haverford Trust Company
Pennsylvania
$518K
KWM
189
Kaydan Wealth Management
Michigan
$515K -$13.8K -220 -3%
FFA
190
Founders Financial Alliance
North Carolina
$501K +$251 +4 +0.1%
CAM
191
Cozad Asset Management
Illinois
$499K
FAM
192
Family Asset Management
South Carolina
$486K -$333K -5,298 -42%
FAIM
193
Financial Advocates Investment Management
Washington
$479K -$1.82K -29 -0.4%
SYBT
194
Stock Yards Bank & Trust
Kentucky
$476K
GAM
195
Grandview Asset Management
Pennsylvania
$474K +$1.07K +17 +0.2%
WWM
196
Western Wealth Management
Colorado
$463K +$109K +1,740 +33%
GRP
197
Global Retirement Partners
California
$463K +$49.7K +791 +13%
ATI
198
ARK & TLK Investments
Oklahoma
$459K +$434K +6,908 New
DAS
199
Dynamic Advisor Solutions
Arizona
$448K +$425K +6,761 New
MWAM
200
Manhattan West Asset Management
California
$446K