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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$807K +$812K +10,172 New
SWP
177
ShoreHaven Wealth Partners
New Jersey
$794K -$15.8K -198 -2%
NCM
178
Noesis Capital Mangement
Florida
$794K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$788K +$453K +5,681 +134%
WDL
180
Well Done LLC
Michigan
$787K +$140K +1,750 +21%
NFSG
181
Newbridge Financial Services Group
Florida
$784K -$12K -151 -2%
MA
182
MONECO Advisors
Connecticut
$762K +$33K +414 +5%
6F
183
626 Financial
Michigan
$740K -$49.2K -616 -6%
PI
184
PFG Investments
New York
$733K +$25.8K +323 +4%
RWP
185
RWA Wealth Partners
Massachusetts
$732K
IWC
186
Integrated Wealth Concepts
Massachusetts
$726K -$29.4K -369 -4%
KWM
187
Kaydan Wealth Management
Michigan
$720K +$7.82K +98 +1%
BAM
188
Bosun Asset Management
Illinois
$714K
EWA
189
EverSource Wealth Advisors
Alabama
$711K
PS
190
Principal Securities
Iowa
$690K +$111K +1,388 +19%
IWM
191
IHT Wealth Management
Illinois
$689K +$2.55K +32 +0.4%
NFA
192
Northwest Financial Advisors
Virginia
$685K +$2.39K +30 +0.3%
CAWM
193
Capital Advisors Wealth Management
Washington
$683K +$1.6K +20 +0.2%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$669K +$2.71K +34 +0.4%
CAM
195
Cozad Asset Management
Illinois
$665K
HSA
196
HBK Sorce Advisory
Pennsylvania
$652K
CWA
197
Centennial Wealth Advisory
Michigan
$649K +$346K +4,334 +113%
NW
198
NewEdge Wealth
Pennsylvania
$649K -$10.4K -130 -2%
BFA
199
Benedict Financial Advisors
Georgia
$639K -$6.38K -80 -1%
EW
200
Element Wealth
Mississippi
$637K -$12.2K -153 -2%