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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
201
Stonebridge Capital Advisors
Minnesota
$40K +$38.7K +760 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$39K
SFS
203
Sowell Financial Services
Arkansas
$38K -$330K -6,466 -90%
ASN
204
Advisory Services Network
Georgia
$38K +$31.4K +616 +560%
GRP
205
Global Retirement Partners
California
$35K
AWMS
206
Advocacy Wealth Management Services
Georgia
$31K -$1.83K -36 -6%
CFD
207
Creative Financial Designs
Indiana
$28K
TFGT
208
TS Financial Group (TSFG)
Illinois
$28K +$408 +8 +2%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$26K
CAL
210
Capital Analysts LLC
Pennsylvania
$26K
MAM
211
Marquette Asset Management
Minnesota
$25K
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$25K +$204 +4 +0.9%
CA
213
CXI Advisors
Indiana
$24K +$22.8K +448 New
SIM
214
Sonora Investment Management
Arizona
$23K
LWM
215
Liberty Wealth Management
California
$22K
CAL
216
Capital Advisors Ltd
Ohio
$17K
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$16K
SF
218
Synovus Financial
Georgia
$16K +$4.59K +90 +43%
BW
219
Bison Wealth
Georgia
$16K +$15K +294 New
WWM
220
Willingdon Wealth Management
North Carolina
$15K
TCWM
221
Total Clarity Wealth Management
Illinois
$15K +$14.6K +286 New
ACA
222
Aptus Capital Advisors
Alabama
$15K +$15.3K +300 New
QCG
223
Quadrant Capital Group
Ohio
$14K
OPS
224
Orion Portfolio Solutions
Nebraska
$12K +$11.5K +226 New
FPB
225
First PREMIER Bank
South Dakota
$11K