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WisdomTree US LargeCap Dividend Fund
DLN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
201
Redmont Wealth Advisors
Illinois
$350K -$208K -3,347 -37%
ST
202
Spinnaker Trust
Maine
$349K +$62 +1 +0%
MIAS
203
Mason Investment Advisory Services
Virginia
$349K +$2.05K +33 +0.6%
CT
204
Cambridge Trust
Massachusetts
$344K – – –
AWM
205
Axxcess Wealth Management
California
$344K -$94.7K -1,525 -22%
STA
206
Summit Trail Advisors
New York
$340K – – –
MMPW
207
Mitchell McLeod Pugh & Williams
Alabama
$338K – – –
WA
208
WBH Advisory
Maryland
$336K +$338K +5,438 New
C
209
Certuity
Florida
$336K – – –
KPWS
210
Kestra Private Wealth Services
Texas
$336K +$337K +5,425 New
NW
211
NewEdge Wealth
Pennsylvania
$334K +$336K +5,407 New
BWA
212
BDO Wealth Advisors
Florida
$333K – – –
ACM
213
Advisors Capital Management
New Jersey
$331K -$10.8M -174,085 -97%
FNBT
214
FineMark National Bank & Trust
Florida
$321K – – –
VNB
215
Virginia National Bank
Virginia
$316K -$11.4K -184 -3%
IA
216
Insight Advisors
Pennsylvania
$315K -$124K -2,001 -28%
RJT
217
Raymond James Trust
Florida
$315K – – –
NB
218
Nicolet Bankshares
Wisconsin
$314K – – –
UCFA
219
United Capital Financial Advisors
Texas
$308K – – –
WPC
220
Wedmont Private Capital
Pennsylvania
$305K – – –
FPAS
221
Focus Partners Advisor Solutions
Missouri
$304K -$121K -1,946 -28%
BSW
222
Buckingham Strategic Wealth
Missouri
$303K – – –
SL
223
Salomon & Ludwin
Virginia
$301K – – –
SKK
224
Shepherd Kaplan Krochuk
Massachusetts
$301K – – –
CC
225
Courier Capital
New York
$296K -$33K -532 -10%
7 8
9
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