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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$343K – – –
MFT
202
Moisand Fitzgerald Tamayo
Florida
$335K – – –
C
203
Certuity
Florida
$329K – – –
CT
204
Cambridge Trust
Massachusetts
$329K +$37.7K +599 +12%
STA
205
Summit Trail Advisors
New York
$325K +$346K +5,500 New
AR
206
Advisory Research
Illinois
$323K -$91K -1,447 -21%
RJT
207
Raymond James Trust
Florida
$323K – – –
MWM
208
Marion Wealth Management
Pennsylvania
$322K +$754 +12 +0.2%
BWA
209
BDO Wealth Advisors
Florida
$318K +$57.2K +910 +20%
CC
210
Courier Capital
New York
$314K – – –
WA
211
WBH Advisory
Maryland
$314K +$331K +5,270 New
FNBT
212
FineMark National Bank & Trust
Florida
$313K – – –
SKK
213
Shepherd Kaplan Krochuk
Massachusetts
$306K – – –
UCFA
214
United Capital Financial Advisors
Texas
$303K -$18.2K -290 -5%
FCFC
215
First Commonwealth Financial Corp
Pennsylvania
$301K – – –
FPAS
216
Focus Partners Advisor Solutions
Missouri
$298K – – –
WWM
217
Western Wealth Management
Colorado
$295K +$12.9K +205 +4%
BSW
218
Buckingham Strategic Wealth
Missouri
$289K – – –
WPC
219
Wedmont Private Capital
Pennsylvania
$289K – – –
TFS
220
Thoroughbred Financial Services
Tennessee
$288K +$307K +4,877 New
SLT
221
St Louis Trust
Missouri
$279K – – –
PA
222
PFG Advisors
Arizona
$276K – – –
NB
223
Nicolet Bankshares
Wisconsin
$271K – – –
CJFS
224
Coulter & Justus Financial Services
Tennessee
$267K +$284K +4,510 New
AAS
225
Ameritas Advisory Services
Nebraska
$262K +$943 +15 +0.3%
7 8
9
10 11