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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
201
Marquette Asset Management
Minnesota
$19K – – –
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$19K +$98 +2 +0.4%
ASN
203
Advisory Services Network
Georgia
$18K -$14K -286 -39%
LWM
204
Liberty Wealth Management
California
$17K – – –
SIM
205
Sonora Investment Management
Arizona
$17K – – –
TRCT
206
Tower Research Capital (TRC)
New York
$16K -$254K -5,182 -93%
CAL
207
Capital Advisors Ltd
Ohio
$13K – – –
BW
208
Bison Wealth
Georgia
$12K – – –
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
WWM
210
Willingdon Wealth Management
North Carolina
$12K – – –
QCG
211
Quadrant Capital Group
Ohio
$11K – – –
OPS
212
Orion Portfolio Solutions
Nebraska
$11K +$1.67K +34 +15%
AWMS
213
Advocacy Wealth Management Services
Georgia
$10K -$16.2K -330 -57%
FPB
214
First PREMIER Bank
South Dakota
$8K – – –
WEC
215
Winslow Evans & Crocker
Massachusetts
$8K – – –
GSWM
216
Golden State Wealth Management
California
$8K +$9.11K +186 New
MWM
217
MBE Wealth Management
Wisconsin
$8K +$9.7K +198 New
ADL
218
Asset Dedication LLC
California
$6K – – –
GI
219
Gradient Investments
Minnesota
$4K – – –
SIS
220
Sound Income Strategies
Florida
$4K – – –
CBT
221
Capital Bank & Trust
California
$4K +$5.39K +110 New
EIP
222
Ellis Investment Partners
Pennsylvania
$4K +$5.49K +112 New
RTC
223
Riverview Trust Company
Washington
$2K – – –
SFG
224
Sowa Financial Group
Rhode Island
$2K – – –
CIAS
225
Capital Investment Advisory Services
North Carolina
$2K +$2.94K +60 New
7 8
9
10 11