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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$894K +$248K +2,624 +39%
PI
202
PFG Investments
New York
$893K +$2.74K +29 +0.3%
QCM
203
Quantinno Capital Management
New York
$892K +$264K +2,791 +43%
HNWAG
204
High Net Worth Advisory Group
Florida
$890K -$151K -1,600 -15%
RWP
205
RWA Wealth Partners
Massachusetts
$888K
6F
206
626 Financial
Michigan
$867K +$2.17K +23 +0.3%
Brown Advisory
207
Brown Advisory
Maryland
$866K +$104K +1,096 +14%
CFG
208
Citizens Financial Group
Rhode Island
$864K +$506K +5,357 +148%
TFS
209
Thoroughbred Financial Services
Tennessee
$837K
M&T Bank
210
M&T Bank
New York
$835K
KWM
211
Kaydan Wealth Management
Michigan
$828K +$5.95K +63 +0.7%
LNWTC
212
Laird Norton Wetherby Trust Company
Washington
$824K
CAWM
213
Capital Advisors Wealth Management
Washington
$821K +$1.7K +18 +0.2%
NFSG
214
Newbridge Financial Services Group
Florida
$818K -$60.6K -641 -7%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$815K
CCM
216
Compass Capital Management
Minnesota
$805K
FTS
217
Fifth Third Securities
Ohio
$793K -$472 -5 -0.1%
NCM
218
Noesis Capital Mangement
Florida
$771K
RA
219
RFG Advisory
Alabama
$765K -$31.1K -329 -4%
HTC
220
Haverford Trust Company
Pennsylvania
$751K
SFA
221
Sequoia Financial Advisors
Ohio
$748K
IWM
222
IHT Wealth Management
Illinois
$745K +$3.4K +36 +0.5%
SWGC
223
Summit Wealth Group (Colorado)
Colorado
$743K +$850 +9 +0.1%
LOIP
224
Live Oak Investment Partners
Texas
$740K +$30.3K +321 +4%
UBS AM
225
UBS AM
Illinois
$739K -$62.6K -662 -8%