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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Bosun Asset Management
Illinois
$700K
KWM
177
Kaydan Wealth Management
Michigan
$698K +$21.9K +275 +3%
EWA
178
EverSource Wealth Advisors
Alabama
$697K -$67K -840 -9%
PI
179
PFG Investments
New York
$693K -$92.9K -1,165 -12%
AWC
180
Adamsbrown Wealth Consultants
Kansas
$692K +$877 +11 +0.1%
IWM
181
IHT Wealth Management
Illinois
$673K -$101K -1,272 -13%
NFA
182
Northwest Financial Advisors
Virginia
$669K +$321K +4,024 +88%
CAWM
183
Capital Advisors Wealth Management
Washington
$668K +$2.15K +27 +0.3%
CWM
184
Collaborative Wealth Management
Florida
$665K -$69.7K -874 -9%
WDL
185
Well Done LLC
Michigan
$657K
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$653K +$669K +8,394 New
HWMT
187
Heritage Wealth Management (Texas)
Texas
$653K -$91.8K -1,151 -12%
CAM
188
Cozad Asset Management
Illinois
$651K -$80 -1 -0%
NW
189
NewEdge Wealth
Pennsylvania
$646K -$5.34K -67 -0.8%
HSA
190
HBK Sorce Advisory
Pennsylvania
$639K
EW
191
Element Wealth
Mississippi
$636K
BFA
192
Benedict Financial Advisors
Georgia
$633K +$239 +3 +0%
WPC
193
Wedmont Private Capital
Pennsylvania
$627K
IAIM
194
International Assets Investment Management
Florida
$626K +$643K +8,063 New
M&T Bank
195
M&T Bank
New York
$622K +$12K +150 +2%
SF
196
Synovus Financial
Georgia
$621K -$652K -8,181 -51%
MWA
197
Midland Wealth Advisors
Illinois
$620K -$25.4K -318 -4%
WWM
198
Western Wealth Management
Colorado
$619K +$638 +8 +0.1%
HTC
199
Haverford Trust Company
Pennsylvania
$607K
LOIP
200
Live Oak Investment Partners
Texas
$600K