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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Bosun Asset Management
Illinois
$707K
AWC
177
Adamsbrown Wealth Consultants
Kansas
$698K +$755 +10 +0.1%
KWM
178
Kaydan Wealth Management
Michigan
$684K +$17.4K +231 +3%
CAWM
179
Capital Advisors Wealth Management
Washington
$673K +$2.04K +27 +0.3%
NW
180
NewEdge Wealth
Pennsylvania
$658K -$30.2K -400 -5%
CAM
181
Cozad Asset Management
Illinois
$658K
WDL
182
Well Done LLC
Michigan
$657K
MWA
183
Midland Wealth Advisors
Illinois
$651K -$70.5K -934 -10%
Corient Private Wealth
184
Corient Private Wealth
Florida
$651K +$75.5K +1,001 +14%
MFG
185
Merit Financial Group
Georgia
$649K +$44.4K +589 +8%
HSA
186
HBK Sorce Advisory
Pennsylvania
$645K
EW
187
Element Wealth
Mississippi
$643K -$1.28K -17 -0.2%
BFA
188
Benedict Financial Advisors
Georgia
$639K -$3.62K -48 -0.6%
WPC
189
Wedmont Private Capital
Pennsylvania
$638K
WWM
190
Western Wealth Management
Colorado
$625K +$14.7K +195 +3%
M&T Bank
191
M&T Bank
New York
$616K -$39.5K -524 -6%
HTC
192
Haverford Trust Company
Pennsylvania
$613K
SCA
193
STALEY CAPITAL ADVISERS
Pennsylvania
$608K +$302 +4 +0.1%
LOIP
194
Live Oak Investment Partners
Texas
$591K
VT
195
Vise Technologies
New York
$585K +$562K +7,452 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$576K +$33.7K +447 +6%
GAM
197
Grandview Asset Management
Pennsylvania
$576K +$5.28K +70 +1%
FAIM
198
Financial Advocates Investment Management
Washington
$573K +$981 +13 +0.2%
PS
199
Principal Securities
Iowa
$562K +$99.5K +1,319 +23%
TH
200
Team Hewins
California
$552K +$530K +7,027 New