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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$23K – – –
VNA
202
Valley National Advisers
Pennsylvania
$22K -$22.8K -506 -51%
MAM
203
Marquette Asset Management
Minnesota
$22K – – –
LWM
204
Liberty Wealth Management
California
$19K – – –
CAL
205
Capital Advisors Ltd
Ohio
$15K – – –
PIMG
206
Patriot Investment Management Group
Tennessee
$14.5K +$14K +312 New
SF
207
Synovus Financial
Georgia
$14K -$253K -5,616 -95%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
BW
209
Bison Wealth
Georgia
$11K -$2.7K -60 -20%
AWMS
210
Advocacy Wealth Management Services
Georgia
$11K – – –
OPS
211
Orion Portfolio Solutions
Nebraska
$10K -$1.53K -34 -13%
FPB
212
First PREMIER Bank
South Dakota
$9K – – –
ADL
213
Asset Dedication LLC
California
$7K – – –
AIC
214
Archer Investment Corporation
Indiana
$6.32K +$6.12K +136 New
EIP
215
Ellis Investment Partners
Pennsylvania
$5K – – –
SIS
216
Sound Income Strategies
Florida
$5K – – –
GI
217
Gradient Investments
Minnesota
$4K – – –
CIAS
218
Capital Investment Advisory Services
North Carolina
$3K – – –
RTC
219
Riverview Trust Company
Washington
$2K – – –
SFG
220
Sowa Financial Group
Rhode Island
$2K – – –
RCIM
221
Red Cedar Investment Management
Michigan
– -$14.8M -364,598 Closed
PP
222
PagnatoKarp Partners
Virginia
– -$3.63M -89,724 Closed
AP
223
Advisors Preferred
Maryland
– -$752K -18,582 Closed
PT
224
Plimoth Trust
Massachusetts
– -$564K -13,942 Closed
CG
225
Caprock Group
Idaho
– -$427K -10,562 Closed
6 7 8
9
10