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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
201
Kelman-Lazarov Inc
Tennessee
$380K -$2.04K -32 -0.5%
BPA
202
Beacon Pointe Advisors
California
$377K +$81.4K +1,276 +26%
PAG
203
Powers Advisory Group
Illinois
$377K +$2.42K +38 +0.6%
WCWM
204
Willow Creek Wealth Management
California
$376K -$33.4K -524 -8%
ABC
205
Associated Banc-Corp
Wisconsin
$375K
GRP
206
Global Retirement Partners
California
$375K +$10.3K +162 +3%
HBW
207
Hazlett, Burt & Watson
West Virginia
$370K -$7.91K -124 -2%
GWAG
208
Garrett Wealth Advisory Group
Texas
$369K -$16.3K -255 -4%
SAM
209
SignalPoint Asset Management
Missouri
$367K -$387K -6,066 -50%
LIA
210
LS Investment Advisors
Michigan
$357K
MIAS
211
Mason Investment Advisory Services
Virginia
$350K +$1.66K +26 +0.5%
RT
212
Rockland Trust
Massachusetts
$349K
MFT
213
Moisand Fitzgerald Tamayo
Florida
$348K
CT
214
Cambridge Trust
Massachusetts
$342K
MA
215
Mutual Advisors
Nebraska
$341K -$3.7K -58 -1%
AWM
216
Axxcess Wealth Management
California
$341K +$64 +1 +0%
STA
217
Summit Trail Advisors
New York
$338K
MMPW
218
Mitchell McLeod Pugh & Williams
Alabama
$336K
Brown Advisory
219
Brown Advisory
Maryland
$331K -$70.2K -1,100 -17%
ST
220
Spinnaker Trust
Maine
$330K -$18K -282 -5%
CWM
221
Cornerstone Wealth Management
Missouri
$326K
WWM
222
Western Wealth Management
Colorado
$322K +$87.8K +1,376 +36%
FCI
223
Financial Counselors Inc
Kansas
$320K +$57.5K +901 +21%
NB
224
Nicolet Bankshares
Wisconsin
$313K
VNB
225
Virginia National Bank
Virginia
$311K -$2.62K -41 -0.8%