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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
ShoreHaven Wealth Partners
New Jersey
$812K -$9.53K -122 -1%
MA
177
MONECO Advisors
Connecticut
$798K +$8.51K +109 +1%
Kovitz Investment Group Partners
178
Kovitz Investment Group Partners
Illinois
$772K +$75.7K +969 +11%
PS
179
Principal Securities
Iowa
$765K +$35K +448 +5%
PI
180
PFG Investments
New York
$761K +$2.66K +34 +0.4%
AQR Capital Management
181
AQR Capital Management
Connecticut
$759K +$107K +1,375 +17%
AIP
182
Almanack Investment Partners
Pennsylvania
$759K -$8.96M -114,675 -93%
RWP
183
RWA Wealth Partners
Massachusetts
$757K
6F
184
626 Financial
Michigan
$755K -$10.2K -131 -1%
SF
185
Summit Financial
New Jersey
$750K +$713K +9,130 New
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$746K +$709K +9,083 New
BAM
187
Bosun Asset Management
Illinois
$739K
TFS
188
Thoroughbred Financial Services
Tennessee
$719K -$142K -1,814 -17%
IWM
189
IHT Wealth Management
Illinois
$717K +$3.2K +41 +0.5%
GRP
190
Global Retirement Partners
California
$713K +$678K +8,677 New
NFA
191
Northwest Financial Advisors
Virginia
$712K +$3.05K +39 +0.5%
CAWM
192
Capital Advisors Wealth Management
Washington
$709K +$2.03K +26 +0.3%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$708K -$102K -1,311 -13%
KWM
194
Kaydan Wealth Management
Michigan
$706K -$38K -486 -5%
SFA
195
Sequoia Financial Advisors
Ohio
$693K +$47.4K +607 +8%
CAM
196
Cozad Asset Management
Illinois
$688K
HSA
197
HBK Sorce Advisory
Pennsylvania
$675K
NW
198
NewEdge Wealth
Pennsylvania
$672K -$10.2K -130 -2%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$666K -$3.53M -45,249 -85%
BFA
200
Benedict Financial Advisors
Georgia
$662K +$234 +3 +0%