We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
201
Focus Partners Advisor Solutions
Missouri
$331K -$8.16K -126 -2%
SC
202
SouthState Corp
Florida
$329K – – –
CT
203
Cambridge Trust
Massachusetts
$326K – – –
WPC
204
Wedmont Private Capital
Pennsylvania
$323K – – –
BSW
205
Buckingham Strategic Wealth
Missouri
$322K – – –
SF
206
Synovus Financial
Georgia
$318K -$8.22K -127 -3%
WWM
207
Western Wealth Management
Colorado
$316K +$311K +4,807 New
SLT
208
St Louis Trust
Missouri
$310K – – –
PA
209
PFG Advisors
Arizona
$306K -$3.24K -50 -1%
NB
210
Nicolet Bankshares
Wisconsin
$301K – – –
BWA
211
BDO Wealth Advisors
Florida
$294K – – –
AAS
212
Ameritas Advisory Services
Nebraska
$290K -$31.8K -491 -10%
BPA
213
Beacon Pointe Advisors
California
$289K +$285K +4,396 New
IF
214
Intrua Financial
Texas
$280K +$9.2K +142 +3%
CAL
215
Capital Analysts LLC
Pennsylvania
$279K +$1.04K +16 +0.4%
IFWM
216
Institute for Wealth Management
Colorado
$274K – – –
EWA
217
Exencial Wealth Advisors
Oklahoma
$266K +$65 +1 +0%
CGPCS
218
Capital Group Private Client Services
California
$265K -$127K -1,963 -33%
FSC
219
Full Sail Capital
Oklahoma
$262K – – –
HBW
220
Hazlett, Burt & Watson
West Virginia
$262K +$258K +3,982 New
CIA
221
Capital Investment Advisors
Georgia
$260K -$10K -155 -4%
IFG
222
Independent Financial Group
California
$259K +$259 +4 +0.1%
BA
223
Bridgewater Advisors
New York
$255K – – –
FC
224
Fusion Capital
South Carolina
$254K – – –
MIM
225
MTM Investment Management
South Carolina
$254K – – –
7 8
9
10 11